Exatosoftware

AI workflow automation

AI workflow
automation services

Automate document processing, data extraction, classification, and decisioning workflows using AI — not brittle rule engines that break the moment a form changes format.

0 %
Avg. reduction in manual processing time
0 %
Typical extraction accuracy vs manual review

Any format

PDFs, scans, emails, handwriting

The transformation

Before and after AI workflow automation

Here's what changes when AI replaces manual document handling and brittle rule-based automation.

Before

After

Common use cases

Where AI workflow automation pays off fastest

Any process with high document volume, format variability, and manual judgment calls is a strong candidate.

Invoice processing

Extract vendor, line items, amounts, and PO numbers from invoices in any format and route for approval automatically.

Claims processing

Classify and extract data from insurance claims, supporting documents, and forms — flagging genuine exceptions for human review.

KYC & onboarding documents

Extract and validate identity documents, proof of address, and compliance paperwork during customer or employee onboarding.

Email & ticket triage

Classify incoming emails and support tickets by intent and urgency, auto-routing to the right team or queue.

Contract review

Extract key terms, flag non-standard clauses, and summarise contracts for faster legal and procurement review.

Supply chain exceptions

Detect and classify shipment exceptions, discrepancies, and delays from logistics documents and system alerts.

Case study

Document automation in action — UK insurance provider

AI document automation · Insurance · UK

AI-powered claims document processing for a UK insurance provider
A UK insurance provider had 12 claims processors manually reading, classifying, and extracting data from incoming claims — PDFs, scanned forms, and emails. Processing took an average of 3 days per claim, with inconsistent manual extraction causing downstream errors.
 
0 %
Reduction in manual document processing time
0 hrs
Average claim processing time (down from 3 days)
0 %
Extraction accuracy validated against manual review
“We were sceptical AI could handle our messy, inconsistent document formats. Exato’s pilot proved it could — and the impact on our team’s workload has been transformative.”
— Head of Claims Operations, UK Insurance Provider

FAQ's

Workflow automation questions

How is this different from traditional OCR software?
Traditional OCR extracts raw text but has no understanding of context or meaning — it can’t tell the difference between an invoice number and a phone number without rigid template rules. AI-powered extraction understands document structure and context, so it generalises across format variation without needing a template for every document type you receive.
 
What happens to documents the AI can't confidently process?
Every extraction includes a confidence score. Anything below your defined threshold is automatically routed to a human reviewer rather than guessed at — so you get the speed of automation without sacrificing accuracy on edge cases.
 
Can you integrate with our existing systems (e.g. our claims system, ERP)?
Yes — extracted and validated data is pushed directly into your existing systems via API integration, so there’s no manual re-entry step at the end of the automated process. This is typically scoped as part of the same engagement.
 
How long does a workflow automation pilot take?
A focused pilot on a single document type or workflow typically takes 6–10 weeks from kickoff to a working proof of value with real accuracy metrics. Full production rollout across multiple document types usually follows in 4–8 week increments.

Get a quote

Request a free consultation

Fill all information details to consult with us to get sevices from us

    Need Help?