Document Understanding combines OCR, machine learning models, LLMs and business validation to automate the handling of documents: invoices, contracts, policies, customs documents, forms, and the data required in KSeF processes.
Automation shortens the time needed to read, classify, validate and route a document to the next process step. In typical scenarios, invoices, forms or requests can go straight to booking, approval or verification without manual data entry.
Document Understanding can support the organisation in preparing invoicing processes for KSeF: from receiving and issuing invoices, through data validation, to mapping into SAP, Microsoft Dynamics, Coupa or other finance and accounting systems.
Automation reduces the risk of mistakes in invoice numbers, VAT rates, bank account numbers, order numbers, amounts, dates and counterparty data. Data is validated against business rules and the client’s compliance policy.
Document volume can grow alongside the business without a linear increase in the team responsible for handling it. Human involvement is focused mainly on exceptions, ambiguous cases and decisions that require verification.
We design the document processing pipeline: OCR, document-type classification, field extraction, business validation, semantic validation using an LLM, and integration with the target system. For each process we define quality metrics: extraction accuracy, automation level, the share of documents routed to manual validation, handling time, and the cost per document processed.
We deploy models for invoices, contracts, policies, customs documents, CVs, forms and other documents used in business processes. We use ready-made models where they make sense, and design custom models for forms, industry-specific documents and client-specific layouts.
We design integration with the National e-Invoicing System (KSeF): receiving, issuing, validating, mapping data and passing invoices on to the accounting process. We take into account not only the technical integration, but also the resulting change to the accounting process, exception handling, approvals, user roles and status reporting.
We connect Document Understanding with finance, accounting and procurement systems, such as SAP FI/CO, MIRO, FB60, Microsoft Dynamics, Coupa and other ERP systems. The goal is to reduce manual data entry and pass documents automatically to booking, approval, workflow or further validation.
We design the exception-validation process using UiPath Action Center or equivalent human-in-the-loop mechanisms. Documents that meet quality and compliance rules can pass through automatically, while uncertain cases are routed to a human with full context.
After go-live we monitor extraction quality, validation errors, exception types and user decisions. Based on this we improve the models, rules and document handling process. We do not assume quality improves on its own - it requires monitoring, periodic data review, rule adjustments and deliberate maintenance of the solution.
We start with an audit of document flows: document types, volumes, input channels, scan quality, data formats, the number of exceptions, validation rules and target systems.
We then select the first process - most often AP invoices, procurement documents, contracts or customs documents - and build an MVP within a 6-8 week horizon. We verify extraction accuracy, automation level, handling time, the number of exceptions and user acceptance of the solution.
Once value is confirmed we extend the solution to further document types, data sources and systems. Every production rollout includes quality monitoring, exception handling, human-in-the-loop, and a plan for maintaining models and validation rules.
Technology stack
The team’s certifications and experience in the UiPath ecosystem, Document Understanding and document automation confirm SNOK’s readiness to deliver intelligent document processing.
International FMCG manufacturer
Automation of invoice handling across multiple countries. The solution supports classification, data extraction, validation and routing of documents to the accounting process.
Law firm
Automation of contract processing: clause extraction, identification of key provisions, and integration with the contract and document management system.
Logistics company
Automation of customs document handling: data recognition, field validation, preparation of information for declarations, and integration with SAP.
OCR recognises text on a document. Document Understanding also recognises the structure and meaning of the data: supplier, buyer, net amount, VAT rate, order number, invoice line items, dates, clauses or form fields. In addition, the solution can validate data against business rules and pass it on to the ERP, workflow or source system.
Accuracy depends on the document type, scan quality, form layout, number of variants, languages and validation rules. High extraction accuracy is achievable for typical documents, but it is always worth measuring per field rather than only at the whole-document level. This is why, before going to production, we define quality KPIs: accuracy for specific fields, automation level, exception rate and the scope of manual validation.
Yes, but the output quality depends on the input quality. We can apply preprocessing: contrast improvement, deskewing, binarisation, noise removal and other image-enhancement techniques. For very poor scans we also recommend improving the scanning process at source, since even the best model cannot solve every problem caused by illegible documents.
Yes. We help design the KSeF integration architecture: receiving, issuing, validating, mapping data, and passing invoices to SAP or another finance and accounting system. We also advise on the resulting process changes in accounting: exception handling, user roles, approvals, status reporting and compliance control.
