Docparser

Vantagens

The ease of setting up a new document is fantastic. The biggest issue I've had in the past with other services is that it is rarely consistent with the accuracy when parsing the information. I use it to pull information from sales leads that come in by email with a PDF attachment that contains the lead information. My process in the past was to have to manually type the info into a spreadsheet or into my Salesforce account directly; which is very time consuming for my clerical staff.
I've automated this process by having the email automatically forwarded to my Zapier account, then they Zap it to Docparser. Docparser then works their magic and sends it back to Zapier that takes the accurate information and uploads it to my Salesforce and starts the lead followup campaign and notifies me that there is a new lead to contact.
I tried other services in the past, but if there was any variation in the information on the PDF (even one extra space) the information was not accurately parsed. I've set Docparser up and have run 100s of leads through it with 100% accuracy and no need to tweak anything. It is worth every penny and has saved me an absurd amount of time and money spent on paying my staff to manually input the information; not to mention, it allows me to get back to the potential client in a matter of a couple minutes from the initial inquiry time.
Thank you Docparser!

PS - The Customer Support department rocks too. They were very helpful!

Vantagens

I like being able to have multiple document templates as each vendor tends to have their own "take" on what is useful to include in an invoice or order and formatting can vary a great deal.

Therefore, my templates are not based on vendor name - they are based on the data found in the invoices. Example file names: "line-qty-units-isbn13-desc-discount-level-ext-dollar" or "line-qty-desc-unit-ext-float"

Vendors aren't always consistent from invoice to invoice. They may be using software that resizes table columns to fit the text, which means you have to adjust your table format slightly each time to ensure the parsing is correct. That's easy to do.

The forums and Q&A resources are usually helpful and I've found them responsive to email.

Desvantagens

1. The UI for making changes to the template. I hate the popup box routine at the end of making a change. It takes a lot of mouse clicks.

2. I've never gotten the subtemplates to work. (see note above about vendor formats being inconsistent.) Subtemplates "supposedly" take care of minor variations and can be grouped according to a vendor name. Maybe this works for other customers, as it is a great idea.

3. There are a lot of little tweaks to be made that aren't obvious to improve character recognition. Why not start with the highest level of quality (ie. turn on OCR) at the start? If that makes file size a problem for storage or performance when processing a lot of files at once, walk people through how to "downgrade" to an acceptable level or establish a recommended number of files not to exceed some size limit. For example, during a trial scan there were no extra spaces or funky characters in the document but then I figured out about half of the "6s" had been transformed to "8s" - not terribly helpful. I want to be able to trust the result rather than having to proof hundreds of line items.

4. Given the inconsistencies I have with the input data sources, I don't think I'll be able to automate the parsing tasks - such as grabbing attachments from email automatically. Again, I have a small business, so I'm OK with the workaround.

Vantagens

Relatively easy to implement. Very powerful and able to parse most documents. The system is able to do a webhook which means it's not necessary to poll for parsed files although it can do a polled architecture as well.

Desvantagens

Does not implement OAuth 1.0 two factor authentication. We've implemented a fully automated system where customer orders are automatically forwarded to Docparser from our email server. Docparser then parses the pdf and forwards the data in JSON to an outward facing Suitelet in Netsuite. This Suitelet then does a Restful integration using OAuth 1.0 to a Netsuite Restlet. The Suitelet handles the required two factor authentication. The Restlet loads the order to Netsuite.

Vantagens

The ease of use and ability to connect to DocParser to webhooks and node.js has been very beneficial for us. Having the ability to parse documents multiple times has helped us set up and adjust the parsing rules. The software is solid and very accurate.

Desvantagens

There is an occasional instance where a parsing rule cannot determine the field and value on the document that needs to be parsed. Most of the time this is due to the scanning of the pdf file and quality of the scanned document.

Vantagens

We need to manage thousands of PDF invoices and were typing up the details manually. We found Docparser and it has been a amazing. We created parsing rules that allowed us to take very fragmented data and get it into an orderly format that can be pulled into excel. There are multiple PDF formats and all could be pulled in with Docparser through their flexible tools. We are converting about 3500 invoices per month but expect this to grow significantly in the future. This tool is giving us a simple way to grow our business because it is automating tasks that used to take hours. The best part is our previous process was prone to errors which this eliminates.

In my searching for solutions, I did not find anything else that would do what Docparser does that would be simple, cloud based and affordable.

Desvantagens

It took a bit of time to set up the templates but nothing that seemed out of the ordinary for the fragmented data we were trying to convert.