RPA & Document Automation Services

INTELLIGENT DOCUMENT PROCESSING & ROBOTIC PROCESS AUTOMATION

Turn complexity into click-and-done

Cut manual work and free up your team by turning documents and tasks into fast, automated workflows.

How we simplify your operations

We combine two powerful tools to help you eliminate manual work and accelerate results:

Intelligent Document Processing (IDP)

Our AI-powered proprietary tool reads and understands unstructured or messy documents—like invoices, claims, emails, and scanned forms—and extracts the structured data your systems need.

Robotic Process Automation (RPA)

This technology takes clean data and puts it to work—automating repetitive digital tasks like data entry, system updates, and cross-platform workflows.

Together, these two tools create seamless, end-to-end automations—from document intake to task completion.

HOW IDP WORKS

Free up your team from document chaos

DP uses AI and automation to extract clean, structured data from unstructured content—think messy PDFs, scanned forms, emails, or handwritten notes. If your workflows rely on documents, IDP can help you process them faster and more accurately.

Common document types:

Invoices
Purchase orders
Emails and attachments
Scanned forms and PDFs

Insurance claims and statements

Our 5-step IDP process:

Ingest – Accepts any document format from any channel
Preprocess – Crops and cleans files to reduce noise
Extract & index – Uses OCR and vision to identify key data points
Validate – Confirms data accuracy against business rules
Deliver – Sends structured data to your systems or database

HOW RPA WORKS

Put repetitive tasks on autopilot

RPA uses software bots to mimic how a human user would interact with your systems—clicking, copying, pasting, and moving data between platforms. It’s ideal for automating digital tasks that are rule-based and time-consuming.

What it automates:

Data entry and migration
Invoice processing and reconciliation
Employee onboarding
IT and support tasks (e.g. password resets, system updates)
Report generation, compliance checks, and more

How we implement RPA

Custom-built bots for your exact workflows

Whether it’s automating data migration, customer onboarding, or back-office tasks, our bots are built to match your systems, rules, and goals.

Full tutorials and onboarding support

We provide training, documentation, and walkthroughs so your team understands how the bots work and how to manage them. You don’t need a technical background to operate your RPA solution.

Seamless integration with your current tech stack

Our bots interact with your current platforms—including legacy systems, CRMs, ERPs, websites, and desktop apps—without requiring major infrastructure changes or API development.

Scalable and secure architecture

Our RPA solutions are built for growth. We follow best practices for security, compliance, and performance, and we can expand automation to more processes as your needs evolve.

Support throughout the journey

From process assessment to post-deployment support, we’re with you every step of the way. We help you identify automation opportunities, design your roadmap, and measure ROI over time.

USE CASES

Where automation makes the biggest impact

Here are some of the most common ways organizations use IDP and RPA to speed up operations and improve accuracy across critical business functions.

Document-heavy workflows (IDP + RPA)

Automate document intake, extraction, and processing at scale.

Invoice and purchase order processing
Claims intake and validation
Contract and policy management
Application form processing
Insurance verification and charting

Financial operations (RPA)

Streamline back-office finance functions and reduce compliance risk.

Accounts payable and receivable
Reconciliation and financial reporting
Financial data entry and validation
Compliance and audit preparation

Customer service and support (RPA)

Deliver faster, more consistent service with automated support workflows.

Email and chat triage

Ticket creation and routing

Real-time data lookup and record updates

Assisted agent workflows for quicker responses

HR and employee onboarding (RPA)

Accelerate employee lifecycle management with fewer errors.

Account provisioning and access rights

Form collection and validation

Employment contract generation

Updates in HRIS and payroll systems

IT and data management (RPA & IDP)

Free up technical teams by automating common support and data tasks.

User administration and password resets

Software installs and access management

Data migration between platforms
Extracting and standardizing scanned or legacy data

Healthcare options (IDP & RPA)

Reduce administrative burden while improving accuracy and compliance.

Patient intake and eligibility verification

Claims processing and policy updates

Billing and statement generation
Medical documentation and charting

Supply chain and logistics (RPA)

Keep orders, inventory, and deliveries running smoothly.

Order processing and fulfillment tracking

Inventory monitoring and reordering alerts

Shipment tracking and delay notifications
Vendor onboarding and document handling

Compliance and regulatory reporting (RPA)

Ensure data accuracy and audit readiness with automated compliance workflows.

Collect and validate regulatory data

Generate audit reports on schedule

Maintain records for industry compliance
Monitor policy adherence across systems

Looking for something specific?

Our solutions are fully customizable. If a process is digital, rule-based, and repetitive, we can automate it.

Why 25+ smart companies choose Innovatix for process automation

AI-powered innovation

We use machine learning, computer vision, and intelligent automation to process documents faster, reduce manual effort, and improve accuracy across workflows.

Dual automation expertise

We bring deep knowledge of both Intelligent Document Processing (IDP) and Robotic Process Automation (RPA), enabling us to automate everything from unstructured documents to repetitive digital tasks.

Custom fit solutions

We tailor every implementation to your specific workflows, tools, and goals—so you get automations that actually work for your business, not off-the-shelf templates.

Seamless system integration

Our solutions connect with your existing systems, from legacy platforms to cloud-based tools, without disrupting your operations.

Built-in accuracy and compliance

Every automation is built with validation rules, audit trails, and process controls to ensure reliable results and meet regulatory standards.

End-to-end delivery and support

From initial scoping to post-launch support, we manage the entire process—so your team can focus on results, not implementation details.

CASE STUDY

See RPA in action

Automated Monitoring and Alerting of Foreign Exchange Rates

Discover how Innovatix’s Finance team used robotic process automation to save time and eliminate repetitive currency checks, freeing staff to focus on higher-value tasks. In this real-world case study, you’ll learn:

How a simple RPA solution delivered immediate ROI
What triggers and conditions were used to automate alerts
Why even “small” automations can have a big business impact

Frequently asked questions

What is Intelligent Document Processing (IDP)?

Intelligent Document Processing (IDP) is a technology that automates the extraction, organization, and analysis of unstructured and semi-structured data from documents, transforming it into a structured format for easier use.

Why is processing unstructured documents important for businesses?

Unstructured documents can contain valuable information that, when organized and analyzed, can enhance decision-making, improve operational efficiency, and reduce the need for manual data entry, saving time and resources.

How can Intelligent Document Processing benefit my organization?

Implementing IDP can lead to increased efficiency, reduced labor costs, improved data accuracy, faster decision-making, and enhanced capability to leverage document data for analysis.

Is the document processing solution customizable for specific industries?

Yes, Innovatix’s IDP solutions can be tailored to meet the specific needs of different industries, accommodating various document types and business processes.

What are the key benefits of implementing RPA in my business?

Key benefits include increased efficiency, improved accuracy, reduced operational costs, enhanced scalability, and the ability to streamline workflows by automating repetitive tasks.

What types of tasks can RPA automate?

RPA can automate a wide range of tasks, including data entry, form filling, invoice processing, customer service interactions, HR onboarding, IT operations, and more.

Are there specific use cases where RPA has proven beneficial?

Yes, RPA has shown significant benefits in areas such as data entry and migration, invoice processing, customer support, HR processes, IT operations, financial reporting, supply chain management, claims processing, and compliance activities.

How does RPA integrate with existing systems?

RPA solutions can seamlessly integrate into your existing systems and infrastructure, allowing for a straightforward implementation process while enhancing current operations.

Work smarter, not harder

Cut manual work, reduce errors, and free up your team with intelligent, custom-fit automation.