Managed Operations
Send us the documents. Receive validated, structured results.
Uproc operates the complete document workflow - ingesting, classifying, extracting and validating documents, handling exceptions and delivering structured results to your systems.
Documents arrive scattered and everyone handles them differently.
Invoices, contracts, orders and certificates arrive by email, upload, postal mail and shared folders. Someone has to sort them, read them, extract data, validate them, route for approval and archive them. Every exception requires a manual decision.
Documents scattered across email, uploads and folders
No consistent classification or indexing
Manual data extraction is slow and error-prone
Approval delays because the right person is not available
No audit trail for who handled what and when
Exception cases stuck in inboxes or chat
How work arrives
- Email - documents sent to a dedicated inbox are captured automatically
- Uploads - web portal or drag-and-drop for bulk submissions
- API - systems push documents directly into the workflow
- Shared folders - monitored directories (Google Drive, Dropbox, OneDrive)
- Post / scanning - partner facilities handle physical to digital
The workflow
- 1 Ingest Capture documents from all channels into a single intake queue
- 2 Classify Auto-detect document type (invoice, contract, order, certificate)
- 3 Extract Pull structured fields (dates, amounts, names, IDs)
- 4 Validate Run business rules against your catalogs and formats
- 5 Review exceptions Flag mismatches, missing data and ambiguous cases
- 6 Deliver Send approved, structured results to your systems
What Uproc operates
Uproc runs the complete document pipeline. Your team only reviews exceptions.
- Configures classification models and extraction fields per document type
- Maintains validation rules against your supplier, customer and product catalogs
- Manages the review queue and escalation paths
- Monitors processing times, error rates and volumes
- Handles re-submissions and re-processing automatically
- Provides full audit trail for every document handled
Before / After
Before
- Invoice PDF attached to an email
- Someone reads it and re-types the data
- Approval goes through Slack or email
- No tracking of what was approved and what was not
- Archived in a random folder or physical drawer
- No visibility on processing times
After
- Document auto-captured from email or upload
- Auto-classified as invoice, contract or order
- Structured fields extracted and validated
- Exceptions routed to the right person with context
- Approved records delivered to ERP or storage
- Full audit trail: who did what, when and why
What you receive
Structured, validated and approved documents delivered to your ERP, CRM, storage or API - with complete traceability.
- Extracted and validated structured data
- Approved records in your ERP or accounting system
- Organized archive with searchable metadata
- Exception queue with human-reviewed cases
- Full audit trail with timestamps and user actions
- Daily and monthly processing reports
Exceptions and human oversight
Not every document passes validation automatically. Uproc flags mismatches, missing fields and ambiguous cases. These go into a review queue where your team can approve, reject or request more information.
- Mismatched amounts or dates - flagged for review
- Unknown supplier or customer - routed to catalog team
- Missing signatures or required fields - returned with clear request
- High-value or sensitive documents - escalated automatically
- Complete audit trail for every exception and resolution
Reporting and visibility
Every document is visible through a dashboard Uproc builds and maintains. You can track volumes, processing times, error rates and exception status.
- Live document intake volume by source and type
- Processing time per document type
- Error rate and exception breakdown
- Approval queue status and turnaround
- Source performance (email, upload, API)
- Weekly and monthly operation reports
Integrations
- ERP (SAP, Oracle, NetSuite and more)
- Email and webhooks
- Document storage (Google Drive, SharePoint, Dropbox)
- CRM (Salesforce, HubSpot, Pipedrive)
- Accounting systems (QuickBooks, Xero)
- Custom APIs via Uproc's API
Pricing and availability
- Managed monthly plan: priced on agreed capacity and scope, not per item.
- Volume is absorbed within the operating plan; capacity is set with you during discovery.
- Third-party and messaging costs billed at cost.
- Available direct or white-label.
Rollout
Discovery
Map your document types, current processes and pain points.
Configure
Set up classification models, extraction rules and delivery targets.
Pilot
Run with real documents from one source and one document type.
Expand
Add more document types, channels and volume.
Managed Document Processing
Uproc operates the complete document workflow - ingesting, classifying, extracting and validating documents, handling exceptions and delivering structured results to your systems.