How Different IDP Platforms Approach Automation

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Automation is no longer a luxury reserved for large enterprises. In today’s data-driven economy, businesses of all sizes are turning to automation to manage growing volumes of documents, improve accuracy, and reduce operational delays. A key area of innovation is Intelligent Document Processing (IDP) — a field focused on turning unstructured and semi-structured documents into usable data.

IDP platforms use technologies such as Optical Character Recognition (OCR), Artificial Intelligence (AI), Machine Learning (ML), and Natural Language Processing (NLP) to read, classify, and extract information from various types of documents. These documents can range from invoices and contracts to identity forms, financial statements, and shipping records.

Yet not all IDP platforms are built the same. Each provider approaches automation differently, often shaped by its product focus, target industry, and underlying technology stack. This article explores how different IDP platforms handle document automation and why organizations are looking beyond the usual names in search of better-fit solutions. We’ll also highlight what to look for when considering competitors to UiPath, one of the most well-known platforms in this space.

What Is Intelligent Document Processing?

At its core, Intelligent Document Processing involves converting documents into structured data that can be used by systems like ERPs, CRMs, or analytics tools. Traditional document automation focused on basic OCR and template matching. But modern IDP goes further by introducing learning models that adapt to new layouts and formats, reducing the need for hard-coded templates.

Modern IDP platforms offer:

  • Multi-format support (PDFs, scanned images, emails)

  • Intelligent classification of document types

  • Data extraction from structured, semi-structured, and unstructured content

  • Validation of extracted data against business rules

  • Workflow automation and integration with third-party tools

These capabilities help businesses improve data accuracy, lower processing time, and reduce manual effort.

UiPath and Its Approach to Document Automation

UiPath is a recognized leader in robotic process automation (RPA) and offers document processing capabilities through its Document Understanding module. UiPath combines OCR with AI to extract data from documents, integrating tightly with its RPA bots.

Strengths of UiPath’s approach:

  • Seamless integration with RPA bots

  • Good for automating entire workflows from document ingestion to system updates

  • Strong community support and documentation

  • Scalability for enterprises with high automation maturity

However, UiPath’s platform is broad and can be complex to configure. Smaller businesses or teams without in-house technical expertise may find the initial setup and maintenance challenging. These limitations are among the reasons some teams are evaluating competitors to UiPath that offer simpler, more targeted IDP capabilities.

Key IDP Platforms and Their Approaches to Automation

1. Docsumo: Data-Centric and Industry-Focused

Docsumo positions itself as a fast, flexible solution for document-heavy sectors such as finance, logistics, and insurance. It offers intelligent data extraction with a user-friendly interface and low-code setup.

How Docsumo handles automation:

  • Pre-trained models for industry-specific documents like invoices, bank statements, and shipping labels

  • Real-time document validation with confidence scoring

  • Custom workflows that require minimal technical skills

  • Built-in integrations with accounting tools, ERPs, and cloud storage

Docsumo’s approach is well suited for companies that need quick deployment and high data accuracy without relying heavily on IT teams. It is increasingly mentioned among competitors to UiPath for businesses focused on document workflows rather than full-scale process automation.

2. Rossum: Layout-Free Extraction and Human-in-the-Loop Design

Rossum uses a “cognitive” approach to document processing, aiming to minimize template training. It focuses on layout-free extraction, where the platform learns from document samples without requiring rigid templates.

Notable automation features:

  • Pre-trained AI engine for invoice and purchase order extraction

  • Human-in-the-loop validation interface

  • Custom data enrichment rules

  • API-first design for integration into existing tech stacks

Rossum appeals to mid-sized enterprises looking for balance between automation and human oversight. While flexible, some users may still need to invest time in model tuning for non-standard documents.

3. ABBYY FlexiCapture: Enterprise-Grade with Deep Configuration

ABBYY is known for its OCR heritage and strong focus on data capture. FlexiCapture is its enterprise IDP solution that supports a wide range of document types with powerful configuration options.

Key features:

  • High-accuracy OCR and document classification

  • Complex rules engine for custom workflows

  • Desktop and server deployments for on-premise needs

  • Integration with RPA tools, including UiPath and Blue Prism

FlexiCapture is ideal for large organizations with specific compliance or data requirements. However, its steep learning curve and higher implementation cost may be a barrier for small teams.

4. Hyperscience: ML-Driven Processing with Focus on Forms

Hyperscience applies deep learning to document data capture, especially in government and financial services where forms are common.

Automation highlights:

  • Intelligent character recognition, including handwriting

  • Self-learning models that improve with use

  • Out-of-the-box templates for claims, applications, and surveys

  • Audit trails for compliance

Hyperscience stands out where accuracy and regulation are critical, but it may require more extensive onboarding compared to lighter platforms.

5. Kofax: Comprehensive Suite with Workflow Automation

Kofax offers an integrated platform that combines document processing with business process automation. It includes tools for scanning, data capture, workflow management, and analytics.

Automation strengths:

  • End-to-end process coverage from ingestion to approval

  • Document analytics and process optimization tools

  • Support for both cloud and on-premise environments

  • RPA integration and mobile capture

Kofax is often chosen by enterprises with broader digital initiatives, but its wide feature set can lead to higher costs and complexity.

What to Look for When Evaluating IDP Platforms

Not every organization needs a full RPA suite, nor does every business benefit from a one-size-fits-all solution. When assessing IDP platforms, it helps to consider:

1. Use Case Fit
Choose a platform that aligns with your primary use cases. If you're processing invoices, identity documents, or claims daily, opt for a tool with pre-trained models for those formats.

2. Ease of Setup
 Platforms that offer no-code or low-code setup make it easier for business teams to take control without depending entirely on IT.

3. Accuracy and Adaptability
 Check whether the tool offers learning models that improve over time and allow human feedback to fine-tune results.

4. Integration Options
 A good IDP solution should integrate with your existing ERP, CRM, cloud storage, and workflow tools.

5. Security and Compliance
 For industries dealing with sensitive data, ensure the platform meets relevant compliance standards like GDPR, HIPAA, or SOC 2.

6. Scalability
 Evaluate how well the platform handles increasing document volume and whether performance remains consistent under load.

Why Businesses Are Looking Beyond UiPath

UiPath remains a strong contender in the automation space. However, as automation needs become more specialized, companies are re-evaluating their tools to find better fits for specific workflows.

Many businesses are now seeking competitors to UiPath that:

  • Offer more user-friendly interfaces

  • Require less configuration

  • Focus specifically on document processing rather than broader RPA

  • Deliver faster results with less setup overhead

This shift highlights the growing preference for purpose-built IDP tools that prioritize speed, ease of use, and document-specific intelligence.

Final Thoughts

As automation becomes a core part of operational efficiency, Intelligent Document Processing will continue to gain traction. From AI-powered data extraction to customizable workflows, IDP platforms are shaping how businesses handle information at scale.

While UiPath has led much of the discussion around automation, it’s no longer the only choice. Companies are now actively exploring competitors to UiPath that offer targeted capabilities, faster setup, and more flexible deployment options.

By evaluating your specific document needs and comparing features across platforms like Docsumo, Rossum, ABBYY, and others, you can choose a solution that not only supports your current goals but grows with your business.


author

Chris Bates

"All content within the News from our Partners section is provided by an outside company and may not reflect the views of Fideri News Network. Interested in placing an article on our network? Reach out to [email protected] for more information and opportunities."

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