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Redefining Optical Character Recognition

UniFi Autonomous Data Capture is Replacing Traditional OCR

UniFi is not a traditional Optical Character Recognition (OCR).

Unlike other OCR software, UniFi Autonomous Data Capture has built-in Machine Learning and AI to take your document processing to the next level.

UniFi Autonomous Data Capture offers advanced, intelligent document processing that requires no user input. Operating seamlessly in the background, it allows you to set authorisations at any stage of the workflow as needed. With this powerful tool, you can extract data from your documents at an unprecedented scale.

Unlike typical OCR software, UniFi Autonomous Data Capture takes the hassle out of any document handling processes, freeing up your time for more critical tasks. 

UniFi gives you extensive features so you can fulfil multiple use cases on one platform. Unlike other providers, all features are included for one price.

All features can be used together to automate processes, improve reporting, integrate systems, and replace third-party software. This minimises the need to manage multiple disparate systems and helps reduce costs. It’s one platform to replace them all.
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What is UniFi Autonomous Data Capture?

UniFi Autonomous Data Capture utilises powerful Machine Learning services to enable UniFi applications to harness AI power to swiftly extract text, handwriting, and data from scanned documents such as PDFs.

It can work quickly and accurately on thousands of different documents in multiple layouts and formats, returning confidence scores for all identified items so that you can have total control over the results.

With UniFi Autonomous Data Capture, you can easily and quickly get meaningful data out of any scanned document much faster than traditional OCR or any kind of manual process.

Why do I need UniFi Autonomous Data Capture?

Whether it’s contracts, receipts, invoices, or another type of document, they come in all types of formats and processing them manually can take up a lot of precious time. Some documents have labels, some labels might be inconsistent, and some documents have no labels at all. 

Additionally, important information like customer or account IDs might be labelled differently from document to document, making processing your documents at scale difficult with the everyday OCR software. 

You or your team are likely wasting a lot of time manually entering data, which is prone to human error and can slow down your document processes.  With traditional OCR software, you also waste time with building templates for each supplier invoice format. 

With UniFi Autonomous Data Capture, you can drastically reduce the time these processes take, while ensuring greater levels of accuracy.  

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How can I use UniFi Autonomous Data Capture?

Here’s a non-exhaustive list of use cases for UniFi Autonomous Data Capture: 

How does UniFi Autonomous Data Capture work?

Unlike OCR software, UniFi Autonomous Data Capture uses Machine Learning and Artificial Intelligence which enables it to work with any style of document, with no templates or configuration required.

UniFi Autonomous Data Capture can automatically extract relevant data such as contact information, items purchased, and vendor name from those documents, including the line-item details, not just the header amounts.

UniFi Autonomous Data Capture uses machine learning to understand the context of invoices and receipts, and automatically extracts specific information like vendor name, price, and payment terms.

UniFi Autonomous Data Capture identifies vendor names that are essential for your workflows but may not be explicitly labelled. For example, it can find the vendor name on a receipt even if it’s only indicated within a logo at the top of the page without an explicit key-value pair combination.

UniFi Autonomous Data Capture makes it easy to consolidate input from any type of receipt or invoice. It’s common for your documents from various vendors to use different words for the same concept, which might be a challenge for some OCR systems. But not for UniFi Autonomous Data Capture.

For example, UniFi Autonomous Data Capture maps relationships between field names in different documents such as customer no., customer number, and account ID, and outputs standard taxonomy (in this case, INVOICE_RECEIPT_ID), thereby representing data consistently across document types.

Using UniFi Autonomous Data Capture for receipts and invoices is just one of many document use cases.

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UniFi Autonomous Data Capture vs Traditional OCR Software

Not all OCR software is created equal. 

Traditional OCR

A simple optical character recognition software works by storing multiple fonts and text image patterns as templates. This type of OCR engine uses pattern-matching algorithms to compare text images, character by character, to its internal database.

Traditional OCR has limitations because there are virtually unlimited font and handwriting styles, and every single type cannot be captured and stored in the database.

This leaves room for inaccuracies and errors, particularly in complex or unstructured documents where context is key to accurate data extraction. 

 

UniFi Autonomous Data Capture

UniFi Autonomous Data Capture uses intelligent character recognition (ICR) technology to read the text in the same way humans do.  

The machine learning software within UniFi Autonomous Data Capture trains the machine to interpret text like a human.  

In simple terms, the machine learning element looks for different image attributes and combines these to output a result in seconds. 

UniFi Autonomous Data Capture uses machine learning to understand the context of your documents and automatically extracts specific information as you require.   

Using optical mark recognition, UniFi can identify logos, watermarks, and other text symbols in a document. 

UniFi Autonomous Data Capture goes beyond simple optical character recognition by extracting relationships, structure, and text from documents.

Our advanced data capture technology ensures that information extracted from documents comes with a confidence score for each identified element. This allows you to set custom rules to flag any extracted information with a confidence score lower than 95%. This helps you trust the results and make informed choices about using the extracted information without worrying about data integrity.

Integration with your Accounting or ERP system

UniFi Autonomous Data Capture is built-in and ready to be used in your apps or the free pre-installed foundation apps.

You can set up app automations to send your documents to any app form in UniFi, removing the need for re-keying data, or it can be set up to send the information into your Accounting or ERP system.

What is OCR?

Optical Character Recognition (OCR) technology converts an image of text into a machine-readable text format. For example, if you scan a document, your computer saves the scan as an image file.  

As you likely know, you cannot use a text editor to edit, search for words, or count the words in the image file.  

However, you can use OCR to convert the image into a text document with its contents stored as text data. 

Autonomous data capture elevates data collection and recording beyond traditional methods such as OCR.

This sophisticated technology harnesses artificial intelligence and machine learning to automatically identify, extract, and process data from various sources without any manual input.

Unlike OCR, which is confined to recognising text from images or scanned documents, autonomous data capture can manage a broader range of inputs with greater accuracy and speed.

By seamlessly integrating with your systems, it reduces human error, accelerates data processing, and provides real-time insights, making it the superior choice for businesses aiming to enhance efficiency and precision.

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  • Key Benefits of Autonomous Data Capture
  • Extract text and structured data such as tables and forms from documents using artificial intelligence (AI)
  • Reduce or eliminate manual data entry and save time
  • Eliminate human error from manual data entry
  • Speed up the document workflow process
  • Improve the consistency and accuracy of data
  • Faster information retrieval
  • No configuration or templates necessary
Autonomous Processes

Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 8 Autonomous Processes:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification isn’t required.

Find out more about our Autonomous Processes here.

The use case, Optical Character Recognition, on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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