Intelligent iPaaS / Intelligent Document Processing
Intelligent document processing that acts.
Turn unstructured documents into structured data — automatically. Invoices, contracts, forms, and receipts processed with AI, validated against your rules, and routed into your systems without manual handling.
What it does.
AI-powered extraction
Extract structured fields from unstructured documents using LLMs and OCR. Invoices, contracts, purchase orders, and forms — handled without templates.
Document classification
Automatically classify incoming documents by type before processing. Route invoices to AP, contracts to legal, and forms to the relevant team.
Validation rules
Define validation logic per document type — required fields, value ranges, format checks, and cross-reference against master data.
Human-in-the-loop review
Flag low-confidence extractions for human review. Reviewers correct and approve in a lightweight UI; the workflow resumes automatically.
End-to-end workflow
IDP sits inside a Tray.ai workflow — extracted data flows directly into NetSuite, Salesforce, SharePoint, or any downstream system.
Audit trail
Every document processed, every extraction made, every human correction logged. Full traceability for compliance and reconciliation.
What you can build
See what teams build with Intelligent Document Processing.
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Invoice processing
Ingest supplier invoices from email or SFTP, extract line items and totals, match to POs in NetSuite, and post approved invoices — automatically.
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Contract data extraction
Extract key terms, renewal dates, and obligation clauses from contracts into Salesforce. Legal teams stop manually reading every document.
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Expense receipt processing
Employees submit receipts; IDP extracts merchant, amount, and category; validates against policy; and posts to Concur or Workday.
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New vendor onboarding
Extract data from supplier registration forms, validate against required fields, and create the vendor record in your ERP automatically.
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Insurance claims
Extract claim details from submitted forms, classify by coverage type, validate completeness, and route to the right adjusting team.
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Trade document processing
Process bills of lading, customs declarations, and shipping documents — extract structured data and push to logistics and ERP systems.
Frequently asked questions
Does IDP require document templates? +
No. AI-based extraction handles variation in layout and format — the same model processes invoices from 50 different vendors without per-vendor templates.
How accurate is the extraction? +
Accuracy depends on document quality and type. For standard business documents (invoices, contracts, forms), high-confidence extractions typically exceed 95%. Low-confidence fields are flagged for human review rather than silently failing.
Where does the extracted data go? +
Directly into your downstream systems via the Tray.ai connector library — NetSuite, Salesforce, SharePoint, Workday, or any system in your stack. IDP is a step in a workflow, not a standalone tool.
One platform
No frankenware. Just one platform.
Process Automation, Data Integration, Connectivity, API Management, IDP, and Embedded Integrations — all on the same platform, sharing the same connector library, governance layer, and data model. Not acquired and stitched. Built as one.
See Intelligent Document Processing in action.
Walk through a scenario from your stack with a Tray.ai expert.