18 Best Intelligent Document Processing Software Reviewed in 2025
10 Best Intelligent Document Processing Software Shortlist
Here’s my shortlist of the best intelligent document processing software:
Get free help from our project management software advisors to find your match.
Managing documents can be a real headache—juggling countless files, maintaining accuracy, and keeping everything organized takes time and effort. Intelligent document processing software can help ease these burdens and make your work more efficient.
I’ve found that the right tool can significantly improve your team’s productivity, and in order to help you find the right one, I’ve tested and reviewed several of the most popular options. Here are my top picks for intelligent document processing software and my review of how each one can address your needs.
Why Trust Our Software Reviews
We’ve been testing and reviewing project management software since 2012. As project managers ourselves, we know how critical and difficult it is to make the right decision when selecting software. We invest in deep research to help our audience make better software purchasing decisions.
Need expert help selecting the right tool?
With one-on-one help, we guide you to your top software options. Narrow down your software search & make a confident choice.
We’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & check out our software review methodology.
Compare Specs Side-by-Side
This comparison chart summarizes the pricing details for each intelligent document processing software that I’ve reviewed.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Nanonets Nanonets' intelligent document processing offers automated data extraction fields for various documents, including invoices and receipts. | Best for processing unstructured documents | Free trial for 500 pages | From $499/month for up to 5,000 pages (or invoices) | Website |
| 2 |  UiPath UiPath automates repetitive tasks to help reduce your manual workload. | Best for robotic process automation | Free plan available | From $420/month | Website |
| 3 |  OpenText OpenText automates document capture and improves data accuracy. | Best for enterprise content management | Free demo available | Pricing upon request | Website |
| 4 |  Hyland IDP Hyland IDP improves document onboarding, automation, and accuracy. | Best for healthcare compliance | Free demo available | Pricing upon request | Website |
| 5 |  AntWorks AntWorks automates precise data extraction for finance and healthcare. | Best for cognitive automation | Free demo available | Pricing upon request | Website |
| 6 |  Conga Conga automates contract creation, negotiation, and execution. | Best for contract lifecycle management | Free demo available | Pricing upon request | Website |
| 7 |  NeuralSpace NeuralSpace allows for accurate data extraction and language processing. | Best for multilingual document processing | Free demo available | Pricing upon request | Website |
| 8 |  MuleSoft Mulesoft improves connectivity and automates workflows. | Best for API-led connectivity | Free trial available | Pricing upon request | Website |
| 9 |  Automation Anywhere Automation Anywhere reduces manual work, and helps you boost productivity and efficiency. | Best for cloud-native RPA | Free demo available | Pricing upon request | Website |
| 10 |  Microsoft Power Automate Microsoft Power Automate boosts productivity by automating tasks and data flow. | Best for integration with Microsoft tools | Free trial available | From $15/user/month | Website |
-
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
actiTIME
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Intelligent Document Processing Software Review
Below are my detailed summaries of the best intelligent document processing software. I’ve taken a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the right fit.
Nanonets is an AI-powered platform designed for document processing and workflow automation, capturing data from various document types such as invoices, receipts, and ID cards.
Why I picked Nanonets: One reason I chose Nanonets is its ability to handle unstructured documents. Unlike traditional OCR tools that require predefined templates, Nanonets' AI reads unseen, semi-structured documents that don’t follow a standard template. This means you can process various document types without the hassle of setting up new templates for each format.
Standout features & integrations:
Features include quick data validation, enabling you to verify extracted information, which helps maintain data accuracy. It also offers end-to-end process automation to help your team process documents faster and more accurately.
Integrations include Google Drive, Zapier, Dropbox, SharePoint, Gmail, Notion, Airtable, SAP, Salesforce, and HubSpot.
Pros and cons
Pros:
- Recognized for its advanced OCR applications
- Accurate data extraction
- Handles various document types
Cons:
- Limited offline functionality
- Initial setup can be complex
UiPath is a robotic process automation (RPA) tool designed to automate repetitive tasks within businesses. It serves companies that want to improve efficiency by automating routine processes and reducing manual workload.
Why I picked UiPath: It's known for its strong RPA capabilities, which help you automate a wide range of tasks. The tool offers a drag-and-drop interface and is accessible for teams with varying technical skills. UiPath's automation features are flexible and allow you to tailor processes to your specific needs. This focus on automation makes it suitable for you if you want to improve operational efficiency.
Standout features & integrations:
Features include unattended automation, which allows processes to run independently. It also provides real-time analytics that you can use to monitor and optimize your workflows.
Integrations include Salesforce, SAP, Oracle, Microsoft Office, Google Workspace, ServiceNow, AWS, Dropbox, Box, and Slack.
Pros and cons
Pros:
- Supports unattended automation
- Flexible automation features
- Strong RPA capabilities
Cons:
- Requires technical expertise
- High learning curve
OpenText is a document processing solution designed for enterprises that need efficient content management. It serves large organizations by offering features like automations for document capture and improved data accuracy.
Why I picked OpenText: Its focus on enterprise content management makes it unique. The tool offers advanced capture capabilities to keep data extraction accurate. Its focus on managing large volumes of content makes it ideal for enterprises with extensive documentation needs.
Standout features & integrations:
Features include advanced document capture that increases data accuracy and processing speed. The tool's workflow automation capabilities help you manage document tasks, and it also offers a secure platform to store and manage sensitive documents.
Integrations include SAP, Oracle, Microsoft Dynamics, Salesforce, IBM, Google Workspace, AWS, Box, Dropbox, and SharePoint.
Pros and cons
Pros:
- Secure platform for sensitive documents
- Advanced document capture
- Strong content management capabilities
Cons:
- Complex for small teams
- High learning curve
Hyland IDP is an AI-driven intelligent document processing solution tailored for organizations that need efficient document management. It serves industries like healthcare and can help improve document onboarding, automation, and general accuracy.
Why I picked Hyland IDP: Its focus on healthcare compliance sets it apart from other tools. The intelligent capture feature keeps document classification and data extraction accurate. The tool also offers a deep-learning OCR engine to improve document accuracy.
Standout features & integrations:
Features include AI capabilities for document classification and data extraction. The tool also uses AI to automatically distinguish between document types and separate them. Its deep-learning capabilities mean continuous improvement on accuracy, and data verification and validation.
Integrations include SAP, Oracle, Microsoft Dynamics, Salesforce, Docusign, Workday, QuickBooks, NetSuite, and Infor.
Pros and cons
Pros:
- Supports high document volumes
- Flexible document management options
- Strong focus on healthcare compliance
Cons:
- Steep learning curve
- Complex for small teams
AntWorks is an intelligent document processing tool designed for enterprises that want to automate their data processing tasks. It serves industries like finance and healthcare by offering features for precision data extraction and processing.
Why I picked AntWorks: It specializes in cognitive automation, which combines artificial intelligence and process automation to improve operations. The fractal data capture feature allows for accurate data extraction, even from complex documents. The tool also offers machine learning capabilities that can adapt to your documents over time, which is ideal if your organization needs precise data handling.
Standout features & integrations:
Features include the ability to extract data from both structured and unstructured documents, as well as the ability to decipher difficult-to-read content and documents. The tool also provides a user-friendly interface via which you can manage various document types.
Integrations include SAP, Oracle, Microsoft Dynamics, Salesforce, Workday, QuickBooks, NetSuite, and Infor.
Pros and cons
Pros:
- Customizable data processing workflows
- Adapts to various document types
- Scalable for large enterprises
Cons:
- Limited user support options
- Requires technical setup
Conga is a document management solution aimed at businesses that want efficient contract lifecycle management. It serves legal, sales, and procurement teams with features like automated contract creation, negotiation, and execution processes.
Why I picked Conga: Its specialization in contract lifecycle management is a defining feature. The tool offers automated contract generation, which helps to reduce manual errors and speed up negotiations. This focus on contracts makes it invaluable for teams that handle high volumes of agreements.
Standout features & integrations:
Features include a centralized repository that allows for easy access by the relevant team members and compliance. It also offers real-time collaboration, so multiple stakeholders can work on contracts simultaneously.
Integrations include Salesforce, Microsoft Dynamics, SAP, Oracle, Docusign, Adobe Sign, Box, Dropbox, Google Drive, and SharePoint.
Pros and cons
Pros:
- Real-time collaboration features
- Centralized contract repository
- Strong contract management capabilities
Cons:
- May need technical support
- Requires initial setup time
NeuralSpace is an intelligent document processing tool designed for businesses that are working in diverse languages. Its main users include multinational companies that need accurate data extraction and language processing.
Why I picked NeuralSpace: It's specifically tailored for multilingual document processing, which makes it a standout choice for global businesses. The tool's language recognition feature allows it to handle documents in multiple languages effectively. Additionally, it offers a translation function that improves its utility in international settings.
Standout features & integrations:
Features include the ability to process documents in different languages, as well as convert and translate them for use globally. It also offers customizable workflows to fit your team's needs.
Integrations include Microsoft Word, Google Docs, Dropbox, Box, Slack, Trello, Asana, Salesforce, QuickBooks, and monday.com.
Pros and cons
Pros:
- Useful for international teams
- Customizable document workflows
- Supports multiple languages
Cons:
- Complex for non-technical users
- Limited offline capabilities
MuleSoft is an integration platform that helps businesses connect applications, data, and devices. It primarily serves enterprises that want to improve connectivity and automate their workflows across different systems.
Why I picked MuleSoft: Its API-led connectivity allows you to connect disparate systems efficiently. The platform also supports building APIs quickly, which allows for seamless data exchange. This makes it ideal for organizations that need to improve their complex IT environments.
Standout features & integrations:
Features include a visual development environment that simplifies the process of creating integrations. The platform offers scalable API management, which can grow with your business. It also provides real-time monitoring so you can maintain consistent performance.
Integrations include Salesforce, SAP, Oracle, Microsoft Dynamics, ServiceNow, Workday, NetSuite, AWS, Google Cloud, and Slack.
Pros and cons
Pros:
- Visual development tools
- Scalable for large enterprises
- Strong API connectivity
Cons:
- Limited offline capabilities
- Requires technical expertise
Automation Anywhere is a cloud-native RPA tool designed to automate repetitive tasks and processes. It primarily serves businesses that want to improve their productivity by reducing manual workload and improving operations.
Why I picked Automation Anywhere: It's known for its cloud-native RPA capabilities, which allow teams to access and manage automation from anywhere. The tool offers a user-friendly interface that makes creating automation processes simpler. Its scalability makes sure it can grow with your business needs. This focus on flexibility and accessibility makes it suitable for organizations that want to optimize their operations.
Standout features & integrations:
Features include a drag-and-drop interface for easily building automation workflows, and it also supports the ability to create bots to carry out automations. The tool also includes analytics to track and improve automation performance.
Integrations include Microsoft Office, Salesforce, SAP, Oracle, Google Workspace, ServiceNow, Workday, Dropbox, Box, and Slack.
Pros and cons
Pros:
- Supports complex task automation
- Scalable for growing businesses
- Cloud-native platform
Cons:
- Limited offline capabilities
- High learning curve
Microsoft Power Automate is a workflow automation tool designed for businesses looking to automate repetitive tasks and processes. It primarily serves organizations that are already using Microsoft products, and improves productivity by automating document processing and data flow.
Why I picked Microsoft Power Automate: It's uniquely positioned for those who rely on Microsoft tools, and its ability to integrate with Microsoft 365 allows for smooth task automation across platforms. It makes it easy to set up workflows without extensive technical knowledge. This makes it a great choice for teams that want to increase their efficiency within the Microsoft ecosystem.
Standout features & integrations:
Features include pre-built templates that you can use to quickly create, edit, and manage your workflows and any related document automations. The tool's drag-and-drop interface makes designing workflows straightforward. It also offers mobile access, so you can manage processes on the go.
Integrations include Microsoft Teams, SharePoint, OneDrive, Outlook, Dynamics 365, Azure, Salesforce, Dropbox, Google Drive, and Slack.
Pros and cons
Pros:
- Mobile app for remote access
- Customizable workflow templates
- Integrates well with Microsoft products
Cons:
- Requires understanding of flow logic
- Limited features outside Microsoft ecosystem
Other Intelligent Document Processing Software
Here are some additional intelligent document processing software options that didn’t make it onto my shortlist, but which are still worth checking out:
- Work.AI by WorkFusion
For AI-driven decision-making
- Templafy
For brand compliance
- ABBYY
For accurate data capture
- Rossum
For AI-driven document parsing
- ProcessMaker
For workflow automation
- IBM
For enterprise-level security
- Apryse
For PDF editing tools
- Fortra
For data protection compliance
Intelligent Document Processing Software Selection Criteria
When I was selecting the best intelligent document processing software, I considered common buyer needs and pain points like data accuracy and integration capabilities. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Extracting data from documents
- Automating document workflows
- Classifying types of documents
- Validating data accuracy
- Storing and retrieving documents
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Multilingual processing capabilities
- Real-time data analytics
- Customizable workflow templates
- Advanced security features
- Integration with AI tools
Usability (10% of total score)
To get a sense of the usability of each system, I looked for the following:
- Intuitive user interface
- Simple navigation structure
- Minimal learning curve
- Responsive design
- Customizable dashboards
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to interactive product tours
- Comprehensive user manuals
- On-demand webinars
- Supportive chatbots for guidance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Quick response times
- Access to a knowledge base
- Personalized assistance options
Value For Money (10% of total score)
To evaluate the value for money of each platform, I reviewed the following:
- Competitive pricing models
- Clear pricing structure
- Flexibility in subscription plans
- Discounts for long-term use
- Features offered at each price point
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Consistency in positive feedback
- Commonly reported issues
- Frequency of updates
- User-reported return on investment
- Overall satisfaction ratings
How to Choose Intelligent Document Processing Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Make sure the software can grow with your business and handle increased document volume without sacrificing performance. |
| Integrations | Check that it integrates smoothly with your existing systems like CRM or ERP to maintain an efficient workflow. |
| Customizability | Look for options to tailor the software to your specific processes and industry needs and make it a better fit for your team. |
| Ease of Use | Evaluate the user interface to make sure it’s intuitive and to save your team time on training and increasing productivity. |
| Budget | Consider the total cost, including hidden fees, to make sure it fits within your financial constraints and doesn’t compromise on essential features. |
| Security Safeguards | Verify the software’s security measures to protect sensitive data, especially if you’re dealing with confidential documents. |
| Support Services | Assess the availability of customer support and resources like tutorials or FAQs to assist your team in case of issue. |
| Performance Metrics | Consider the software’s ability to provide insights and analytics for tracking document processing efficiency and identifying areas for improvement. |
Trends in Intelligent Document Processing Software
In my research, I sourced countless product updates, press releases, and release logs from different intelligent document processing software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven insights: More tools are offering AI features that can provide actionable insights on documents. This helps businesses make data-driven decisions quickly. Vendors are also incorporating AI to improve data extraction accuracy.
- Natural language processing (NLP): Tools are increasingly offering NLP features that can understand and process text more effectively and allow software to handle complex documents with ease.
- Real-time collaboration: There's a shift towards allowing multiple users to work on documents simultaneously. This feature improves teamwork and productivity.
- Cloud-based solutions: More vendors are offering cloud-based platforms for flexibility and remote access. This meets the growing demand for digital workspaces.
- Enhanced Data Security: As data breaches become more common, vendors are prioritizing security features. This includes encryption and compliance with regulations.
What is Intelligent Document Processing Software?
Intelligent document processing software is a tool that automates the extraction, processing, and management of data from documents. These tools are generally used by professionals in finance, healthcare, and logistics to improve efficiency and accuracy.
AI-driven insights, natural language processing, and real-time collaboration features help with data extraction, document comprehension, and teamwork. Overall, these tools save time and reduce human errors by automating repetitive document tasks.
Features of Intelligent Document Processing Software
When selecting intelligent document processing software, keep an eye out for the following key features:
- Data extraction: Automatically pulls relevant information from documents, which saves time and reduces manual data entry errors.
- Natural language processing: Helps understand and process complex text, which improves accuracy in document handling.
- AI-driven insights: Provides actionable insights from data, which helps with quick decision-making.
- Real-time collaboration: Allows multiple users to work on documents simultaneously and improve productivity and teamwork.
- Workflow automation: Improves document business processes and increases efficiency and consistency in operations.
- Cloud-based access: Offers flexibility and remote access, which meets the needs of digital workspaces.
- Advanced security: Protects sensitive data with encryption and compliance features.
- Document classification: Organizes and categorizes documents automatically to make retrieval and management easier.
- Customizable templates: Lets users tailor document templates to specific business needs and improves consistency.
- Analytics and reporting: Tracks document processing metrics and provides insights for optimization and performance improvement.
Benefits of Intelligent Document Processing Software
Implementing intelligent document processing software provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased efficiency: Automates repetitive tasks like data extraction, saving your team time and effort.
- Improved accuracy: Reduces manual errors with features like AI-driven insights and natural language processing.
- Increased collaboration: Real-time collaboration tools allow multiple team members to work together which improves productivity.
- Better data security: Advanced security safeguards protect sensitive information and make sure you’re compliant with regulations.
- Scalability: Cloud-based solutions grow with your business and can accommodate increased document volumes without performance loss.
- Faster decision-making: Analytics and reporting features provide actionable insights and help your team make informed decisions quickly.
- Organized document management: Automatic classification and customizable templates keep your documents well-organized and easy to retrieve.
Costs and Pricing of Intelligent Document Processing Software
The table below summarizes common plans, their average prices, and typical features included in intelligent document processing software solutions:
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Limited data extraction, basic document storage, and minimal support |
| Personal Plan | $5 - $25/user/month | Data extraction, document classification, and basic workflow automation |
| Business Plan | $30-60/user/month | Advanced data extraction, workflow automation, collaboration tools, and security features |
| Enterprise Plan | $75-$150/user/month | Full-featured automation, advanced analytics, custom integrations, and premium support |
Intelligent Document Processing Software FAQs
Here are some answers to common questions about intelligent document processing software:
How accurate is intelligent document processing?
Intelligent document processing is known for its high accuracy. This is achieved through advanced technologies like natural language processing, optical character recognition, and machine learning, which work together to extract and validate data and maintain precision in document handling.
What are the capabilities of IDP?
IDP combines automation with the technologies mentioned in the above question to capture and contextualize data. This results in greater accuracy and efficiency when you’re processing documents, and it allows businesses to automate repetitive tasks and free up time for more strategic activities.
How does IDP differ from traditional OCR?
While traditional OCR converts scanned documents into readable text, IDP goes further by understanding and processing the content. It uses AI to recognize patterns and context, and it can handle even complex document formats. This capability helps you automate more complex tasks.
Can IDP handle multiple document types?
Yes, IDP can process a wide range of document types, from invoices and contracts to emails and forms. This flexibility makes it a valuable tool if your business is dealing with a variety of different document types.
How is data security managed in IDP solutions?
IDP solutions manage data security through encryption, access controls, and compliance with regulations. These measures make sure sensitive information is protected from unauthorized access.
What's Next?
Want to connect with other digital project managers to share resources and best practices? Join our membership community and get access to 100+ templates, samples, and examples and connect with 100s of other digital project managers in Slack.