The End of Traditional Capture Automation: How Generative AI is Changing The Game Entirely

Countless business decisions depend on fast access to reliable data, and with the rise in AI-powered business tools, this data is becoming ever more critical. But what happens when that data is buried in your documents? Scanned PDFs, emails, invoices, contracts, and countless other records contain valuable information that your systems can’t leverage without assistance.

In the past, even implementing systems like capture automation to extract this data has come with costly maintenance, varying accuracy, and the need for prohibitive amounts of technical knowledge.

But generative AI-powered capture automation changes all of this.

Rethinking Capture Automation

Capture automation has been helping businesses leverage their data for several decades, but despite consistent adoption, a few challenges remained unsolved. Reliance on templates and mapped outlines of each document made these systems incredibly sensitive to any format change. What’s more, high levels of technical knowledge were needed to adjust these templates to the format changes, resulting in costly maintenance and fluctuating accuracy when ignored.

And while AI and machine learning have facilitated accurate, reliable, and cost-effective capture for specific document types, there hasn’t been a way to broadly apply these benefits to all of your documents – until now.

How Generative AI Changes Everything

Generative AI marks a major milestone in intelligent capture automation, one where templates are a concern of the past, and no document has to follow a script to be understood.

This technology looks beyond a document’s structure; it understands the context and does so for any of your documents. Whether you’re dealing with highly structured forms like invoices, purchase, and sales orders, heavily text-dense contracts, or even handwritten notes, generative AI can extract critical information with near-perfect accuracy and no technical setup, just a simple prompt in your own words and a workflow.

Here’s what that looks like in action:

• Reliable Data: Simplify business decisions by extracting information with unprecedented accuracy from any document.
  
• Effortless Setup: No-code workflow automation and simple, natural language prompts make setup fast, easy, and cost-efficient.
• Enhanced ROI: The time saved on data entry, system maintenance, and newly automated processes can be put to use on value-driving tasks. 

In short, generative AI-powered capture is easy, effective, and a fast-acting investment.

From Insight to Action with Seamless Automation

Intelligent capture automation shouldn’t just extract data; it ideally puts it into motion. By routing data throughout your processes and sharing it across critical applications, intelligent capture automation, with the right provider, prepares you for future automation amidst an evolving AI landscape.

• Automate Crucial Processes: Enhance productivity and information visibility by effortlessly routing data for approvals, notifications, workflows, and more.
  
• Seamlessly Integrate: Leverage your data across all of your applications using seamless API integrations. Automate ledger coding, payment processing, reporting, and more.
  
• Prepare for Future Automation: Automation is fueled by information, and this is especially the case with AI innovations. Leveraging your data in new tools and technologies creates further efficiencies within your business.

Whether you’re streamlining accounts payable, processing orders, managing contracts, or something else entirely, your documents now become dynamic data sources that work for you.

And because these systems are no-code and highly configurable, they adapt to your existing processes, making transformation feel less like an overhaul and more like an upgrade.

Ready to Capture the Future?

The shift toward generative AI-powered capture automation is a strategic advantage that creates a level of efficiency, productivity, and collaboration not seen in manual or template-based processes, and it does so for all of your documents.

By contextualizing your static documents into actionable data, you eliminate inefficiencies, gain visibility across your organization, and empower your team to focus on what matters most: moving the business forward.

Are you ready to see how generative AI helps you make meaningful use of your information? Test it out on invoices, purchase orders, sales orders, and contracts today!

How Square 9 Can Help

Square 9 is a leading provider of AI-powered intelligent information management solutions that take the paper out of work and make it easier to get things done. With digital workflows that automate many aspects of how you work today, we make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.