Step 1 of 9
What's your industry and primary use case?
This helps us identify vendors specialized in your domain
Describe the main document process you want to automate
This helps identify vendors capable of handling your processing scale
Step 2 of 9
How will documents enter the system?
Select all ingestion methods you require
Step 3 of 9
What types of documents will you process?
This determines required OCR capabilities and accuracy needs
Helps identify vendors with robust pre-processing capabilities
Step 4 of 9
Do documents need to be split?
Some files contain multiple documents requiring separation
Step 5 of 9
Document Classification Requirements
How many document types will the system need to identify?
Step 6 of 9
What data needs to be extracted?
Define the extraction complexity to match vendor capabilities
Step 7 of 9
Processing & Validation Requirements
Select the processing capabilities you need
Step 8 of 9
Where should extracted data go?
Select required export and integration methods
Helps identify vendors with pre-built connectors
Step 9 of 9
Technical & Security Requirements
Define your deployment and compliance needs
Filters vendors by deployment capability
Filters vendors with data centers in your region
Final Step
Get Your Vendor Recommendations
We'll send you a personalized vendor comparison report