Managed Document Processing (IDP)

Stop Retyping Documents. Keep the Accuracy.

Manual document processing is slow, expensive and error-prone. Teams retype invoices, forms and contracts into ERPs and spreadsheets, and every layout change breaks a template-based tool.

Codersarts Managed Document Processing does the work for you. AI extracts the data, our reviewers validate low-confidence fields and exceptions, and clean data flows into your ERP, CRM or database. It runs on DocProcessing360, our own intelligent document processing platform.

4.9/5 client rating · Clients in 50+ countries · Monthly plans · NDA on request · Working-hour overlap with US & Europe

WHAT'S INCLUDED

What's Included in Managed Document Processing?

• Document intake — Email, upload, API, scanner and cloud storage intake.

• Classification and extraction — AI identifies document types and extracts fields, tables and line items.

• Human-in-the-loop validation — Reviewers check low-confidence fields and exceptions.

• Business rule checks — Totals, dates, tax, PO matching and duplicate detection.

• System delivery — Data pushed to your ERP, accounting, CRM or database.

• Model upkeep — New layouts and document types added as they appear.

• Accuracy reporting — Volume, straight-through rate, accuracy and turnaround every month.

SIGNS YOU NEED IT

Signs You Need Managed Document Processing

• Staff spend hours a day retyping data from documents.

• Extraction tools break whenever a supplier changes its invoice layout.

• Errors in extracted data cause payment, compliance or customer issues.

• Volume spikes at month-end or quarter-end overwhelm the team.

• You want automation but can't accept unchecked AI output.

KEY FACTS

Key Facts

HOW WE WORK

How It Works

1. Review — we assess your current setup, data, integrations, costs and quality, and set a baseline

2. Scope and SLA — we agree what's in scope, quality measures, response times, reporting and price

3. Onboarding — access, monitoring, alerts and documentation set up; we take over day-to-day operation

4. Monthly — we operate, improve and report against the SLA, with recommendations for next steps

WHAT WE MEASURE

What We Measure Every Month

• Field-level accuracy

• Straight-through processing rate

• Turnaround time per document

• Exception rate

• Cost per document

WHO THIS IS FOR

Is This Right for You?

A strong fit if you are one of these:

• Accounts payable teams processing supplier invoices.

• Insurance and claims teams handling forms and supporting documents.

• Logistics teams processing bills of lading, delivery notes and customs forms.

• Compliance teams processing KYC and onboarding documents.

PLATFORMS

Platforms We Support

Runs on DocProcessing360, with delivery into QuickBooks, Xero, NetSuite, SAP, Salesforce, HubSpot, Google Sheets, Excel and custom databases.

See all technologies we work with.

PRICING

Pricing

Priced per document or per page, with monthly volume plans for steady workloads. We confirm rates after a pilot on your real documents.

Compare all tiers on AI Managed Services Plans, or start with a free 14-day pilot review.

BUILD, FIX OR RUN

Build, Fix or Run: Choose the Right Service

Need it built? Start with one of these:

• DocProcessing360

• Codersarts AI services

Need a one-time fix? Use one of these:

• Codersarts Support

• Codersarts Tasks

Need it run every month? That's Managed Document Processing, part of Codersarts AI Managed Services.

FAQ

Frequently Asked Questions

What is managed document processing? A service where AI extracts data from your documents, people validate exceptions, and the clean data is delivered into your systems.

Which documents can you process? Invoices, receipts, purchase orders, forms, contracts, claims, KYC documents, bills of lading and most structured or semi-structured documents.

How accurate is it? Accuracy depends on document quality and type. Human validation of low-confidence fields keeps delivered data at the accuracy level agreed in your SLA.

What platform do you use? DocProcessing360, our own IDP platform, plus integrations into your ERP, accounting or CRM tools.

How is it priced? Per document or per page, or through monthly volume plans.

GET STARTED

Tell Us About Your AI System — Get a Plan in 48 Hours

Share a few details about what you're running and a Codersarts AI engineer will review it and send a recommended plan, scope and price.

What happens after you submit

1. Review — we look at your system and goals

2. Call — a 30-minute call to confirm scope

3. Plan — a written plan with SLA and price

4. Start — onboarding begins within a week

BACKED BY CODERSARTS

More Ways Codersarts Supports Your AI

• AI Managed Services — the full catalogue of AI systems we run for you

• Forward Deployed Engineers — AI engineers embedded in your team

• AI Strategy & Architecture Audit — a one-time review of your AI stack

• Hire Developers — dedicated developers for your roadmap

Related Services in This Cluster

• Managed AI Customer Support — aI plus human review for support — priced per resolution or ticket

• Data Labeling Services — ongoing annotation and QA for text, image, audio, video and code data

• Managed LLMOps — prompt versioning, model upgrades, regression checks and routing for LLM apps