Document automation
Intelligent Document Management and Process Automation
Digitise information. Automate processes. Improve control.
Connect people, documents, workflows and business data in one secure digital environment. One intelligent ecosystem secures information, streamlines approvals and keeps compliance visible.
What the platform covers
INTELLIGENT
DOCUMENT
AUTOMATION
Eight Service
Areas
Select any segment to explore the capability. Eight service areas connect people, documents, workflows and business data securely, visibly and at scale.
INTELLIGENT DOCUMENT AUTOMATION
Eight Service Areas
Document management
Secure repository; capture; indexing; metadata; version control; full-text search; retention; records and controlled sharing.
Find trusted information quickly and manage its complete lifecycle.
Workflow automation
Rules; routing; parallel or sequential approvals; reminders; escalations; service levels; exception handling and audit trails.
Move work forward consistently with less manual follow-up.
Intelligent capture
Scanning, email and upload; OCR; classification; field extraction; confidence scores; validation and human review.
Convert incoming content into structured, actionable data.
Digital forms
Responsive forms; conditional fields; validation; attachments; save-and-resume; signatures and reference numbers.
Replace paper and spreadsheet forms with guided digital experiences.
Integration
API and connector layer for finance, HR, customer, identity, email, data and line-of-business systems.
Connect information and actions without creating new silos.
Security & governance
Role-based access; encryption; segregation of duties; audit; retention; legal holds; disposal and consent controls.
Strengthen control, accountability and defensible compliance.
Insights & reporting
Work queues; cycle time; ageing; exceptions; compliance; throughput; trends and exportable dashboards.
Turn operational activity into measurable improvement.
Managed services
Discovery; solution design; implementation; migration; training; support; monitoring and continuous optimisation.
Sustain adoption and value after go-live.
Eight service areas connect people, documents, workflows and business data securely, visibly and at scale.
How it works by department
Finance
Accounts-Payable Automation
Move invoices from receipt to approval and posting with less manual work and complete visibility.
Human Resources
Employee Onboarding & Offboarding
Coordinate secure employee lifecycle events with role-based checklists across HR, IT, facilities and payroll.
Legal & Procurement
Contract Lifecycle Management
Control contracts, obligations, renewals and approvals from request through execution and renewal.
Business Operations
Manual Form to Digital
Replace paper, spreadsheet and email-based requests with guided workflows and approval routing.
Finance
Accounts-Payable Automation
Supplier invoices move from receipt to approval and finance-system posting with less manual work, fewer exceptions and complete visibility. Every step is recorded.
Receive
Receive
Invoice arrives by scanner, email, upload or supplier portal.
In the system
Create a unique transaction; preserve the original; log channel, time and sender.
Capture
Capture
Key values appear automatically for review.
In the system
Classify the document; extract supplier, invoice number, date, PO, tax, line items and totals.
Validate
Validate
User reviews only low-confidence or missing values.
In the system
Check mandatory fields, arithmetic, tax format, supplier master data and duplicate indicators.
Match
Match
Invoice is linked to the relevant order and receipt.
In the system
Perform two-way or three-way matching with tolerance rules; route mismatches to exception queue.
Approve
Approve
Approvers receive an actionable task with invoice image and context.
In the system
Apply value, cost-centre and delegation rules; support sequential or parallel approvals.
Post
Post
Approved information is submitted to the finance system.
In the system
Use an integration or controlled export; return document and posting references.
Pay & Reconcile
Pay & Reconcile
Finance monitors readiness and exceptions.
In the system
Track payment status or reconciliation data when available; retain the audit chain.
Report & Retain
Report & Retain
Users search the complete transaction and its history.
In the system
Dashboard cycle time, ageing, touchless rate and exceptions; apply retention rules.
Assess your invoice process
Start with an assessment. We will understand your current process and show you where digitisation delivers the most value.
Human Resources
Employee Onboarding & Offboarding
Coordinate secure employee lifecycle events with role-based checklists for HR, line managers, IT, facilities, payroll and the employee. Nothing is forgotten or delayed.
Initiate
Initiate
HR enters or imports the approved hire record.
In the system
Generate a case and checklist based on role, location, employment type and start date.
Collect
Collect
Candidate securely submits required information and documents.
In the system
Use conditional forms, consent notices, validation and secure uploads.
Verify
Verify
HR reviews identity, qualifications and required checks.
In the system
Track outstanding evidence, review status, expiry dates and exceptions.
Provision
Provision
Teams receive coordinated tasks before the start date.
In the system
Create tasks for account, device, access, workspace, payroll, benefits and induction.
Welcome
Welcome
Employee and manager see a personalised first-day plan.
In the system
Release policies, learning, acknowledgements and timed communications.
Complete
Complete
HR closes the case once required tasks are evidenced.
In the system
Monitor completion, escalate overdue tasks and retain the employee file.
Map your employee journey
Start with an assessment. We will understand your current process and show you where digitisation delivers the most value.
Legal & Procurement
Contract Lifecycle Management
Control contracts, obligations, renewals and approvals from initial request through execution and renewal. Keep the contract, metadata, tasks and correspondence together.
Request
Request
A business user submits a guided contract request.
In the system
Capture parties, owner, value, term, risk, privacy and supporting documents.
Triage
Triage
Legal or procurement reviews and assigns a route.
In the system
Prioritise by type, value and risk; select approved template or review path.
Draft
Draft
Authorised users create or upload the draft.
In the system
Control templates, clauses, version history and permissions.
Review
Review
Internal and external parties collaborate through controlled steps.
In the system
Capture comments, redlines, issues and approvals; avoid uncontrolled email.
Approve
Approve
Named approvers receive the complete decision context.
In the system
Apply financial, legal and executive thresholds with delegation.
Execute
Execute
Approved parties sign using the accepted method.
In the system
Verify final version, signatories and dates; prevent later replacement.
Manage
Manage
Owners receive obligation, review and renewal reminders.
In the system
Track milestones, deliverables, notice periods and performance.
Renew or Close
Renew or Close
Owner chooses renewal, renegotiation or termination.
In the system
Start decision in advance; archive or dispose under policy.
Review your contract lifecycle
Start with an assessment. We will understand your current process and show you where digitisation delivers the most value.
Business Operations
Manual Forms to Digital Workflows
Replace paper, spreadsheet and email-based requests with guided workflows, validation and approval routing. A purchase requisition is the example shown here - the pattern works for any form.
Start
Start
Requester selects a form type from desktop or mobile.
In the system
Create a unique reference; prefill user, department and cost centre.
Complete
Complete
Requester enters details, business reason, budget and supplier information.
In the system
Show conditional fields, guidance and validation; allow save-and-resume.
Attach
Attach
Requester uploads supporting documents or quotations.
In the system
Require files by default; allow documented exception routes; virus-scan.
Compare
Compare
A structured comparison shows price and commercial factors.
In the system
Capture totals, tax, lead time, validity and selection reason.
Validate Budget
Validate Budget
Request is checked against cost centre and policy.
In the system
Validate coding, budget availability and procurement thresholds.
Approve
Approve
Request follows the correct approval path.
In the system
Route by value, department and category; support sequential and parallel approvals.
Output
Output
Approved request becomes a purchase order in the target system.
In the system
Transmit structured data and attachments; prevent duplicate submission.
Track & Retain
Track & Retain
Requester sees status; authorised users retrieve full history.
In the system
Expose timeline, comments and decisions; report bottlenecks.
Digitise a manual process
Start with an assessment. We will understand your current process and show you where digitisation delivers the most value.
How to identify a process worth digitising
How many of these apply? If most sound familiar, this process is likely a good candidate for digitisation. Select the ones that match your situation - nothing is saved or sent.
Let us show you what is possible
Start with a discovery assessment. We will map your current processes, identify the highest-impact digitisation opportunities, and show you the financial case for change - with no obligation.
Request Your Free Assessment
Fill out the form below and we'll get back to you within 24 hours.
All industries and company sizes.