Microsoft Intelligent
Document Processing

Automate and secure your content management processes, by applying the AI-driven solutions that best fit your business objectives and organizational needs.

Compare solutions

What is Intelligent Document Processing?

Intelligent Document Processing (IDP) is a software solution that captures, transforms, and processes data from documents (e.g., e-mail, text, Word, PDF, or scanned documents). Using AI technologies such as computer vision, Optical Character Recognition (OCR), Natural Language Processing (NLP), and machine/deep learning, the extracted data can be analyzed, categorized, transformed, and exported to external systems in an end-to-end process.

IDP solutions can understand how to extract data from structured documents (pre-defined documents with a set layout like a loan application or tax form), unstructured documents (free-form documents like a memo or contract), and semi-structured documents (documents that combine fixed and free-form structure).

They have a wide variety of applications spanning multiple business functions across industry verticals. Typical use cases for IDP include invoice processing in the financial services industry, claims processing in the healthcare industry, or proof of delivery tracking in the supply chain industry.

Benefits of Intelligent Document Processing

Setting up an IDP solution is a key component of digital transformation in the enterprise for functions that rely on documents to process information. Effectively automating document-based processes can lead to multiple benefits:

  • Faster knowledge sharing: automatically categorize and extract key information in documents to find information faster.
  • Reduce processing costs: reduce time spent manually extracting data from documents with automated processing.
  • Less manual errors: reduce human errors linked to manual data extraction.
  • Highly customizable: customize AI models and robotic process automation (RPA) bots to process specific documents in your business function and export data to any system.
  • Streamlined process: allow AI to augment human capabilities in a streamlined process that includes human validation station, approval process, and feedback loops to process new document types.
  • Improvements over time: AI model performance improves as new documents are processed and added to the model training set.

Microsoft solutions for Intelligent Document Processing

Microsoft has several IDP offerings tailored to specific business needs, all powered by AI capabilities from Azure Applied AI Services. Whether you want to increase knowledge management for documents stored in SharePoint with Syntex, setup a document processing workflow in no-code with Power Automate and AI Builder, or develop a highly customizable code-first solution with Azure Form Recognizer, Microsoft has an Intelligent Document Processing solution for all your needs:

Syntex
Syntex icon

When most of your content lives in Microsoft 365

AI Builder
AI Builder icon

When you have built custom apps and workflows in Power Platform

Azure Applied AI Services
Azure Cognitize Services icon

When you have a highly customized environment with specific requirements

Three ways to organize and secure content, optimize processes and workflows

Syntex

Syntex is a Microsoft 365 service that allows organizations to transform content stored in SharePoint into knowledge. With Syntex, content from documents stored in SharePoint can be analyzed, categorized, and extracted to improve the management of knowledge and information in an organization.

Targeted personas: citizen developers, business users, SharePoint users

Why use Syntex for Intelligent Document Processing: extract knowledge and information from your documents stored in SharePoint

Key capabilities include:

  • Classify documents
  • Apply appropriate sensitivity and retention labels to classified documents to ensure compliance
  • Leverage pre-built AI templates to extract content from invoices, receipts, identity documents
  • Prebuilt and custom AI models to accurately extract information such as fields, checkmarks, and tables from structured, semi-structured, and unstructured documents
  • Add extracted content to SharePoint document libraries to facilitate knowledge discovery & sharing, business process automation, and content governance enforcement
Learn more

AI Builder and Power Automate

AI Builder and Power Automate allow you to build an end-to-end document processing workflow in no-code. You can go beyond extracting content from documents, setup a process to validate the extracted data, and export it into an ERP or any other data storage system.

Target persona: citizen developers

Why use AI Builder and Power Automate for Intelligent Document Processing: build an E2E workflow automation process including human validation and data export

Key capabilities include:

  • Leverage pre-built AI templates to process invoices, receipts, and identity documents
  • Prebuilt and custom AI models to accurately extract information such as fields, checkmarks, and tables from structured, semi-structured, and unstructured documents
  • Setup human validation station to validate extracted data
  • Export extracted data to any ERP or data storage system
  • Customizable Document Automation starter kit included E2E workflow components already built-in
  • AI Model governance for flexible deployment across environments
  • Monitor workflow and AI model performance
Learn more
Receive documents icon

Receive documents

Receive documents from your customers

Extract icon

Extract

Extract information from
the documents

Validate icon

Validate

If needed, a human can confirm or correct the extracted data

Export icon

Export

Export the extracted data to your ERP or to any other data storage of your choice

Monitor icon

Monitor

Supervise your end-to-end process with the provided monitoring application

Azure Form Recognizer

Azure Form Recognizer is a cloud-based applied AI service for developers to build solutions that extract content from documents. Form Recognizer applies advanced machine learning to accurately extract text, key-value pairs, tables, and structured form documents. With just a few samples, you can tailor Form Recognizer to understand your documents, both on-premises and in the cloud.

Target personas: pro developers

Why use Azure Form Recognizer for Intelligent Document Processing: build a highly customizable code-first solution to process documents both on premises and in the cloud

Key capabilities include:

  • SDKs & REST API to accurately extract text, key-value pairs, and tables from documents, forms, receipts, invoices, and cards of various types
  • Prebuilt and custom AI models to accurately extract information such as fields, checkmarks, and tables from structured, semi-structured, and unstructured documents
Learn more

Compare solutions for Intelligent Document Processing

Capabilities Syntex AI Builder and Power Automate Azure Form Recognizer
Target persona Business user Citizen developer Pro developer
Process content From Microsoft 365 From cloud From cloud / On-premises
Pre-built models to extract data from invoices, receipts, identity cards
Customize models to extract key/value pairs and tables from structured documents
Process unstructured documents
Classify documents In plan In plan
Built-in E2E workflow including human validation and feedback loop    
Export data to ERP / external data system   Possible to build in low code w/ connectors and RPA automation Possible to build with custom code solution
Low-code / no-code  
SDKs and REST API    
Built on Azure Cognitive Services Capabilities
Security and performance
Available in government clouds * *
Licensing Per user w/ capacity add-onLearn more Per user w/ capacity add-onLearn more Per pageLearn more

* Click here to learn more about government cloud availability

Find the right solution for your business

Learn more about the different Intelligent Document Processing solutions available and how to get started.

SyntexAI Builder and Power AutomateAzure Form Recognizer