At Docparser, we are always seeking new ways to make data extraction simpler, faster, and more flexible. Our users typically extract key information from PDFs, invoices, forms, and other business documents with parsing rules that they create from preset or custom-made templates. Today, we are thrilled to unveil a brand-new engine designed for AI data extraction.
Enter DocparserAI, our AI-powered parsing engine. DocparserAI allows users to automate the creation of parsing rules to reduce the setup time down to seconds — while keeping them entirely customizable. In this blog post, we’re going to discuss how to use DocparserAI to pull unstructured data from documents and move it to your system. Whether you are a Docparser user or are new to data extraction, this advanced AI solution will help you extract data fields in just a few clicks to save more time and optimize workflows.
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What Is DocparserAI?
DocparserAI is an AI-powered parsing engine that combines the power of our award-winning zonal OCR technology, advanced pattern recognition, and the power of AI to extract critical data from PDFs, scanned images, Word documents, Excel sheets, CSV files, and TXT files.
Docparser users typically build data extraction rules on a point-and-click editor. They either create parsers from scratch or use preset templates made for various use cases. For example, the standard invoice template can automatically recognize invoice numbers, phone numbers, and line items.
DocparserAI takes data extraction to the next level by making it simpler and faster. Using the power of AI, DocparserAI identifies document data seamlessly and extracts key fields like names, addresses, tables, handwriting, and checkmarks. You can then easily adjust, edit, and filter outputs. Lastly, you can export to Excel, Google Sheets, CSV, JSON, or integrate with other platforms using webhooks and APIs.
DocparserAI currently includes two templates:
- SmartAI Parser: our AI-powered parsing template can automate rule creation, recognize handwriting, and identify checkboxes.
- ResumeAI Parser: this AI-powered template can parse different resume layouts to accelerate candidate screening.
Note that we will add more templates and features in the future, so keep an eye on them!
Whether you are new to data extraction or are already a seasoned Docparser user, DocparserAI will help you maximize the efficiency of your workflows and save hundreds of hours for high-value work.
So how does DocparserAI work? Let’s find out in the next section.
How to Use DocparserAI
For current users, using this AI engine is going to be similar to using a preset or blank template, with the key difference being the automatic rule creation. Even if you have never used Docparser before, don’t worry creating your document parser is a quick 5-step process that doesn’t require any technical knowledge.
For this guide, we’re going to use SmartAI Parser. Follow these five simple steps:
Step 1: Create a Docparser account
To get started, sign up for a 14-day free trial. After creating your account, you will be taken to the Templates section where you can choose a template to build your document parser.
Step 2: Select AI-enhanced templates
The first suggested template is going to be SmartAI Parser, as seen in the screenshot below:
Select the SmartAI Parser template and click on ‘Use Template’. Type a name for your parser and then click on ‘Continue’.
Step 3: Upload a sample document
Before uploading a sample document, a dialog box will ask you whether you want to keep all pages in your document or remove some of them. Pick the option that suits you and click on ‘Continue’.
Now, drag and drop one (or several) document(s) into Docparser or upload it from your local disk.
Other ways of importing documents include sending them by email, connecting a storage provider like Google Drive, and using our REST API.
After uploading your document, click on ‘Continue’.
Step 4: SmartAI Parser creates the parsing rules
SmartAI Parser will scan your document and automatically create parsing rules within seconds. Each parsing rule is set to extract a specific data field.
You will get a message that confirms the creation of your parsing rules. Click on ‘View Rules’ to review the AI-made rules and customize them if needed.
For this guide, we have three different examples of parsing rules made with SmartAI Parser.
Example 1: Invoice
Here is an example of parsing rules created to extract data from an invoice:
By clicking on any of these rules, you enter the rule editor where you can see how each rule is built and check the accuracy of the parsed data. You can freely edit the rules, rename them, delete the unneeded ones, and add more rules. Let’s look at one of them:
The invoice date has been extracted and formatted according to a standard US date notation. The other data fields have also been extracted accurately with little to no input required from the user.
Example 2: Sales lead form
Let’s check another example — this time the sample document is a sales lead form. Let’s take a look at the parsing rules created by SmartAI Parser:
In this case, the message written by the lead was extracted as multiple table rows instead of one paragraph, but this is very easy to fix. You just have to add a filter that converts the rows into one block of text.
To do this, scroll down to the last filter in the corresponding rule and click on the button ‘Add Text Filter’. Move your cursor to ‘Format & Refine Results’ then select the option ‘Remove Line-Breaks’. Done! All it took is two clicks.
Example 3: Shipping order
Let’s try one more time with a different type of document: a shipping order. So, we upload the sample and SmartAI Parser creates the parsing rules in seconds. Here is the result:
All the important data fields are extracted successfully with these rules. In the ‘Table Item Quantity’ rule (which we can rename to something like ‘Line Items’), the table was extracted without a hitch. SmartAI Parser has even added names to the column headers. Pretty smart!
So, as you can see, the DocparserAI engine makes the rule-creation process a breeze.
Step 5: Export your data
In this last step, you want to determine where you want your parsed data to go.
Go to the Integrations section in the left-side menu and choose one of the outbound integrations presented. Third-party integrations like Zapier allow you to connect Docparser to thousands of cloud applications, meaning you can send your data virtually anywhere in the cloud.
Select an integration option and follow the instructions provided — most often you’ll have to log in to your cloud application and set up the desired action e.g. create a new record or add new rows to a spreadsheet. During that step, you will need to map the parsed data fields with the corresponding data fields in your app.
After that, be sure to send some test data to make sure it’s working properly. If not, don’t hesitate to reach out to us and we’ll be happy to help you get your integration up and running.
Alternatively, you can download your parsed data in Excel, CSV, JSON, or XML format. To do that, go to the Downloads section instead, select the format you want, and you’ll get a download link within seconds.
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Working smarter has never been easier, with DocparserAI.
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DocparserAI Use Cases
Okay, so now you have a pretty good idea of how DocparserAI works. Let’s delve a little into a few use cases where businesses use AI data extraction to save time and streamline their workflows.
Processing invoices for an electronics retailer
John is an accounts payable manager at an electronics retailer and is responsible for processing a large volume of supplier invoices every day. These invoices come in various formats and layouts, making manual data extraction time-consuming and error prone. Thankfully, by using our SmartAI Parser template, he gets parsing rules automatically created and only has to tweak a couple of them.
SmartAI Parser accurately identifies and extracts data points such as invoice number, date, vendor details, line-item descriptions, quantities, and prices. Thanks to AI document processing, what used to take hours of manual data entry now only requires a few clicks to upload documents and review extracted data. This enhanced efficiency allows John to focus on strategic tasks like analyzing spending patterns, optimizing supplier relationships, and making data-driven decisions to save resources for the company.
Processing legal documents at a law firm
Alexandra is a legal assistant at a law firm specializing in corporate law. She reviews and analyzes a large volume of contracts, agreements, court filing, and other legal documents. Alexandra uses Docparser to create parsers for each type of document, but building parsing rules can be sometimes rather complex.
Thanks to SmartAI Parser, Alexandra has automated most of the rule creation process. For each new type of document, she gets parsing rules that can extract information such as party names, contract dates, terms and conditions, payment terms, etc. Alexandra only has to customize a few of these rules to get the exact structure and formatting she needs — most of the setup work is done within seconds of uploading the sample document.
Now, Alexandra doesn’t have to input data by herself or build a custom parser from scratch. She can focus her time and energy on higher-value tasks such as legal analysis, case preparation, and client communication, ultimately improving productivity and workflow efficiency at the firm.
FAQ
AI data extraction is the process of using AI to extract information from documents in formats like PDF, Word, or image. Instead of typing data, you can use AI data extraction to extract information like names, dates, or tables, and convert them into structured, machine-readable data. Docparser AI helps you do that easily and quickly so you can easily implement AI document extraction into your workflows.
Other AI-powered tools rely on machine learning, which means users must provide at least five sample documents. On top of that, they still need to create rules manually. DocparserAI, on the other hand, automatically creates data extraction rules with no user input and from only one document, making the setup process lightning-fast and effortless. Users can then optimize their rules to get perfect parsing results.
With DocparserAI, you don’t have to create parsing rules manually — you just upload a sample document and get a set of AI-made rules that you can customize to your liking. This makes the setup process for new parsers much easier and faster than before.
Yes. Data security and privacy are a core priority for us. We use bank-level encryption and our servers are regularly updated with the latest security patches. For more details, you can read our security statement and privacy policy.
Try DocparserAI Today
According to the IBM Global AI Adoption Index Report 2023, 42% of the companies surveyed reported having adopted AI in their business operations. This percentage is expected to keep growing in 2024 and beyond. Today, you too can harness the power of AI to work more efficiently and solve the issues that arise from manual tasks.
DocparserAI makes data extraction even faster and easier than it already is. Users who had a bit of a challenge while creating parsing rules will be happy to have DocparserAI do it for them. Now, in just a few clicks, you can turn a heap of documents into structured, accurate data. That way, you lower processing costs, streamline workflows, and derive actionable insights from reliable data.
So give DocparserAI a try and take your document processing to the next level. Sign up for a free trial or log in to your account and use our AI parsing template.
Advanced Data Extraction Powered by AI
Working smarter has never been easier, with DocparserAI.
No credit card required.
