Your Entire Team Just Got 3+ Hours Back Per Employee. Per Week.

OCR document automation for NetSuite. Scan and automate all your data entry—from attaching documents to creating records. Stop manually processing documents. Start moving faster.

3+ hourssaved weekly per employee

70%faster than manual processing

2 workflowslive now (more coming)

Auto-Attach Documents

Email docs, OCR files them to the right records

Create New Records

Scan documents, extract data, populate NetSuite

More Use Cases Coming

New automation workflows released regularly

THE PRODUCTIVITY DRAIN

What Manual Document Processing Actually Costs You

3-5 minutes per document doesn't sound like much—until you multiply it across filing, data entry, and every other manual process your team touches daily.

Document Attachment Workflow

Manual

Document Attachment (Manual)

1.Download document from email
2.Log into NetSuite, search for record
3.Navigate to attachments section
4.Upload document from downloads
5.Repeat for each document

3-5 minutes per document

Automated

OCR Attachment Automation

1.Email documents to designated address
2.OCR extracts identifying info (invoice #, PO, customer)
3.Document auto-attached to correct record

~1 minute of work (70% faster)

Record Creation Workflow

Manual

Data Entry (Manual Typing)

1.Open scanned document or PDF
2.Type vendor name, invoice #, date
3.Enter each line item manually
4.Verify totals, fix typos
5.Create NetSuite record

5-10 minutes per document

Automated

OCR Record Creation

1.Upload document to Doc Reader
2.OCR extracts all data to JSON with confidence ratings
3.New NetSuite record created automatically

Minutes (99%+ accuracy)

HOW IT WORKS

One OCR Engine. Multiple Automation Workflows.

Our OCR technology reads documents, extracts data, and drives automation across NetSuite. Here's how the engine works.

Document Capture

Upload scanned documents or email them to a designated address. Our system accepts multiple file formats and handles batch processing.

OCR Data Extraction

Advanced OCR technology analyzes the document layout, recognizes text, and extracts relevant data—from invoice numbers to complete line items—with confidence ratings.

NetSuite Automation

Based on the use case, we either attach the document to existing records or create new records with extracted data. The system checks for new jobs every 15 minutes.

The Same OCR Engine Powers Everything

Whether we're attaching documents to records or creating new vendor bills, the same intelligent OCR technology is working behind the scenes. As we add new use cases, you get more automation with the same reliable engine.

Configurable Parsers

Choose the parser that fits your document type and workflow

Confidence Ratings

Every extraction includes accuracy scores so you know your data is reliable

Native NetSuite

Works directly with your NetSuite environment—no middleware required

OCR AUTOMATION USE CASES

Two Powerful Workflows. One OCR Engine.

Our OCR technology powers multiple automation workflows in NetSuite. Here are the two we've released so far—with more coming soon.

USE CASE 1

Auto-Attach Documents to Existing Records

Email documents with ambiguous filenames. OCR identifies the invoice number, PO, or customer info and automatically attaches them to the correct NetSuite record.

HOW IT WORKS:

1.Email documents to designated address
2.OCR extracts identifying information (invoice #, PO, customer name)
3.Document automatically attached to correct record

70%

faster than manual

~1 min

of actual work

PERFECT FOR:

Invoices • Contracts • Purchase Orders • Receipts • Customer Documents

USE CASE 2

Create New Records from Scanned Documents

Scan invoices, 1099s, or driver's licenses. OCR extracts ALL data into structured JSON and creates new NetSuite records automatically. Zero manual data entry.

HOW IT WORKS:

1.Upload scanned document to Doc Reader
2.OCR extracts all data to structured JSON with confidence ratings
3.New record created in NetSuite (vendor bill, customer, etc.)

99%+

data accuracy

Minutes

scan to record

PERFECT FOR:

Vendor Bills • 1099 Forms • Driver's Licenses • Work Orders • Invoice Entry

More Use Cases Coming Soon

We're continuously adding new OCR automation workflows to solve more document processing challenges. Have a specific use case? Let's talk.

ROI CALCULATOR

How Much Time Is Your Team Losing to Document Processing?

Between manually attaching documents and typing in data from scanned records, the hours add up fast. Run the numbers for your organization.

The Math Is Simple

If your team manually processes documents in NetSuite—whether filing attachments or creating records—here's what it's costing you:

Average time per document (manual):

3-5 minutes

Documents per employee per week:

~50 documents

Invoices, contracts, POs, receipts, customer docs

Time lost per employee:

3+ hours weekly

= 150+ hours per year

For a team of 50 employees:
That's 150+ hours lost weekly—the equivalent of having nearly 4 full-time employees doing nothing but process documents.

Your Potential Savings

Automation reduces filing time by

70%

Time reclaimed per employee

2+ hours weekly

100+ hours annually

INTEGRATIONS

NetSuite-First, Built for More

Proven with NetSuite. Ready for Your System.

We built this for NetSuite users who were tired of the manual document attachment grind. But the same pain exists across business systems.

If your team is manually filing documents in any business system—ERP, CRM, accounting software, project management tools—we can eliminate that bottleneck.

NetSuite (proven and ready)
ERPs (Sage, Acumatica, Microsoft Dynamics)
CRMs (Salesforce, HubSpot, Zoho)
Accounting systems (QuickBooks, Xero)
Custom integrations for your specific stack

NetSuite

Your ERP

Your CRM

Your Accounting System

Custom Integration

Stop Manually Processing Documents. Start Automating.

See how OCR automation transforms NetSuite workflows—from document attachment to record creation and beyond.