IDP · Intelligent Document Processing
Turn unstructured documents into usable data in under 15 minutes.
Set up document extraction without any line of code. You can even train extraction live by sharing your screen and explaining (with voice) what to extract—HEIDI turns human expertise into repeatable automation.
Train IDP by showing, not coding
Share your screen, point out the fields, and explain what matters. HEIDI learns what to extract from unstructured documents—based on live, captured expertise.
Invoice
INV-2025-1042
Date
2025-01-09
Supplier
ACME Corporation
Amount
$5,040.00
Due Date
2025-02-08
PO Number
PO-7781-2025
Line Items
Voice instructions
“Extract supplier name, invoice number, total amount, due date — and flag if PO number is missing.”
Document
Invoice.pdf
Bill To
ACME Corporation
123 Business Ave, Suite 400
San Francisco, CA 94105
Invoice
INV-2025-1042
Date: 2025-01-09
From
Tech Services Inc.
support@techservices.com
Payment Terms
Net 30
Due: 2025-02-08
Purchase Order
PO-7781-2025
Currency
USD (US Dollar)
Payment instructions: Wire transfer to account ending in 7892. Reference invoice number in memo field.
Step 1Share your screen
Open the document and show where the information lives.
Step 2Explain what to extract (with voice)
Describe the fields you want (e.g., supplier, amount, dates, IDs).
Step 3HEIDI configures the extraction
HEIDI sees and understands the screen and sets up extraction from your expertise.
Step 4Validate once, reuse everywhere
Confirm output once, then reuse it in Automation and across your operations.
What business teams get
- Less manual copy/paste from documents
- Fewer mistakes from inconsistent interpretation
- Faster handoffs between departments
- A stronger foundation for HEIDI and Automation
Common starting documents
Invoices · Contracts · Forms · Emails · PDFs
Frequently asked questions
Learn more about how Process Designer works and how it can help your organization.
How is IDP different from OCR?+
OCR (Optical Character Recognition) just reads text. IDP (Intelligent Document Processing) understands the text. It knows that 'Total: $500' is an amount, not just words.
How do you validate the extraction?+
HEIDI sets up the initial extraction rules based on your explanation. You can then review and validate the results to ensure accuracy before automating the flow.
Can it handle different layouts?+
Yes. Because it understands context, not just coordinates, it can find the Invoice Number even if it moves around on different vendor templates.
Is there a human-in-the-loop?+
Yes. You can set confidence thresholds. If the AI isn't sure, it asks a human to verify, ensuring high data quality.