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Document Extraction Agent

Extracts structured data (tables, fields) from contracts and invoices.

Timeline:

2-3 weeks

Industry:

Enterprise

About the Agent

Document Extraction Agent" refers to AI-powered systems that automate pulling structured data like text, keywords, tables, and entities from PDFs, images, or scanned documents using OCR, NLP, and agentic workflows. These agents are key in enterprise AI for tasks like e-discovery, contract analysis, and business intelligence. Keyword analysis reveals high search volume around automation, accuracy, and integration needs

Problem Statement

Organizations handle thousands of documents every day — invoices, forms, contracts, ID proofs, receipts, statements, reports, and onboarding files.But these documents often contain critical business information trapped inside PDFs, images, emails, or scanned files.

Manually extracting information results in:

  • Slow and error-prone data entry

  • High operational cost

  • Inconsistent or missing fields

  • Delays in workflows such as KYC, onboarding, finance, compliance, and claims processing

  • Difficulty processing scanned or handwritten documents

  • Limited ability to scale document-heavy processes


This leads to bottlenecks, compliance risks, and reduced productivity across teams and departments.



💡 Overview

The Document Extraction Agent by Codersarts AI automatically extracts text, structured fields, tables, entities, and relevant metadata from documents using OCR + AI models.


The agent can:

  • Read PDFs, images, scanned files, photos, and multi-page documents

  • Extract key fields (names, dates, addresses, invoice amounts, IDs, signatures, table rows, etc.)

  • Identify and normalize entities (dates, currencies, numbers)

  • Understand document layout and structure

  • Handle handwritten text where possible

  • Validate extracted data against rules or schemas

  • Generate clean, structured output (JSON, CSV, API-ready)

  • Trigger downstream workflows automatically


It integrates with CRMs, ERPs, workflow systems, RPA pipelines, and cloud storage platforms.




📊 Detailed Breakdown

A clear overview of who benefits and how the agent works.

Section

Details

Who It’s For

  • Financial Services & Banks

  • Insurance Providers

  • Legal & Compliance Teams

  • HR & Onboarding

  • Real Estate & Property Management

  • Healthcare & Diagnostics

  • SaaS Platforms with document workflows

Business Results

  • 80–95% reduction in manual data entry

  • Higher accuracy in document processing

  • Faster onboarding, claims, approvals, and audits

  • Consistent structure for all extracted data

  • Major cost savings on operations teams

Workflow Summary

  • 1️⃣ Upload Documents: PDF, JPG, PNG, DOCX, scanned images  

  • 2️⃣ OCR & Layout Analysis: Detects text, tables, fields, zones  

  • 3️⃣ Extraction: Pulls structured fields, entities & tables  

  • 4️⃣ Output: Returns JSON/CSV + sends to workflow applications

Performance Metrics

  • ⚡ 10× faster processing time

  • 🧠 90–98% extraction accuracy (improves with fine-tuning)

  • 📉 Lower errors and rework

  • 🔒 Strong data security and compliance capabilities

Industry Example

  • 🧾 Finance: Extract invoice numbers, tax values, payment terms

  • 🛡 Insurance: Extract claim details, policy numbers, dates

  • 🏛 Legal: Extract clauses, signatures, client info

  • 👨‍💼 HR: Extract details from resumes & ID documents

  • 🧬 Healthcare: Extract patient info from lab reports

Output Formats

JSON, CSV, Excel, API response, Database record, Automated workflow push



📈 Key Highlights

Metric

Result

⏱ Speed

Extracts data up to 10× faster

🔍 Accuracy

90–98% field-level extraction accuracy

🧠 Insight

Understands layout, entities, tables, and handwritten inputs

📊 Reliability

Ideal for large-scale enterprise document pipelines



🌍 Industry Impact

“AI-driven document extraction eliminates manual data entry, accelerates workflows, and ensures clean, structured information flows into business systems.”

Organizations use this agent for:

  • Invoice and receipt processing

  • KYC/ID document extraction

  • Onboarding document digitization

  • Policy & claim form extraction

  • Medical reports & lab document digitization

  • Legal document metadata extraction


The result: faster workflows, fewer errors, and improved operational scale.



💬 Client or Industry Quote

“Codersarts’ Document Extraction Agent reduced our manual data entry by over 90%. Our operations team processes documents in minutes instead of hours.”— Operations Lead, BFSI Client




🚀 Automate Document Extraction with Codersarts AI

Codersarts AI helps organizations extract structured information from documents quickly, accurately, and securely.


📩 Email: contact@codersarts.com

💬 Request a Demo: https://ai.codersarts.com/contact



Primary Keywords:

Document Extraction AI, OCR Automation, AI Data Extraction Tool, Intelligent Document Processing, Codersarts Extraction Agent




The Document Extraction Agent

Reads documents, extracts structured data, and delivers clean, actionable information using AI + OCR pipelines.


AI Agent that transforms unstructured documents into structured data.




🧱 Stay Tuned — More Resources Coming Soon

🎥 Explainer Video: “AI for Intelligent Document Extraction”

📘 Case Study: “How AI Reduced Our Data Entry Time by 90%”

🔗 Related Agents: OCR Agent, Document Classification Agent, Document Comparison Agent

🧩 Blog: “Intelligent Document Processing: The Complete Guide”



🔗 Integrations & APIs

The Document Extraction Agent plugs into your existing tools effortlessly:


Storage & Document Sources

  • Google Drive, OneDrive, Dropbox

  • SharePoint & Box

  • AWS S3 & Azure Blob

  • Email ingestion (IMAP/SMTP)


Enterprise Systems

  • CRM platforms (Salesforce, HubSpot, Zoho)

  • ERP systems (SAP, Oracle, Odoo)

  • Insurance & banking workflow platforms

  • HRMS & ATS systems


AI & Automation

  • GPT Models

  • LangChain Pipelines

  • OCR Engines (Tesseract, TrOCR, PaddleOCR)

  • Zapier, Make, UiPath, Workato


APIs

  • REST API for document submission

  • Webhooks for real-time extraction results

  • Batch extraction endpoints




Technologies Used


Core Stack

  • Python

  • FastAPI

  • LangChain


AI & ML Models

  • LayoutLM / LayoutLMv3

  • BERT-based field extraction models

  • OCR pipelines: Tesseract, TrOCR

  • Table recognition models


Document Parsing

  • PDFMiner, PyMuPDF

  • DOCX parsing tools

  • Image preprocessing pipelines

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Storage & Infrastructure

  • Vector Databases (Pinecone, Weaviate)

  • Cloud Storage (AWS/GCP/Azure)

  • Docker-based deployment


Get started now.

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