Struggling with slow, manual document processes? You’re not alone. Manual processing is still common, but it’s also outdated. It leads to delays, errors, and constant frustration for teams across finance, healthcare, insurance, and beyond.
That’s why so many organizations are turning to AI and automation.
With tools like UiPath Document Understanding and the newly launched UiPath IXP (Intelligent Xtraction and Processing), you can finally automate how your organization captures, understands, and uses data across structured, semi-structured, and unstructured documents.
What does that mean for you? Let’s break it down.
What Is UiPath Document Understanding?
UiPath Document Understanding combines AI, OCR, and RPA to automatically extract, classify, and validate information from all kinds of documents, including PDFs, images, scanned forms, contracts, ID cards, and even handwritten notes.
Instead of manually reviewing every page, this automation solution helps your team:
- Speed up approvals and responses
- Improve accuracy
- Free up time for higher-value work
Lewis Goldenberg, Senior Intelligent Automation Advisor at Greenlight Consulting, believes UiPath Document Understanding is a game-changer. “Stop drowning in paperwork,” he says. “Document Understanding can process any document, extract what matters, and deliver results 24/7. It’s time you free your team to focus on what actually drives revenue. That’s intelligent automation at work.”
UiPath IXP: Intelligent Document Processing For Complex Documents
If you’re working with free-form, messy, or highly variable documents, IXP is built for you. Short for Intelligent Xtraction and Processing, it’s UiPath’s newest innovation in intelligent document processing.
UiPath IXP goes beyond traditional automation by applying large language models (LLMs) and generative AI to your most complex use cases.
Key Features of UiPath IXP:
- Generative Extraction for Unstructured Documents
Extract data from contracts, clinical records, or customer communications using natural language prompts. - Inference-First Setup
Start fast. There’s no need for upfront training. Just describe what you want extracted. - Built-In Communications Mining
Analyze emails, chat logs, and case messages for intent, sentiment, and context. This is perfect for customer service, claims, or HR. - Human-in-the-Loop Validation
Ensure compliance and control with easy review stations for your team. - No-Code, Developer-Friendly Interface
Whether you’re technical or not, IXP is simple to configure, with built-in governance, versioning, and audit trails.
From data capture to downstream action, UiPath IXP provides an end-to-end approach to document processing. It is built for complex, high-volume workflows and helps organizations scale automation without relying on custom code.
How Real Companies Are Using UiPath to Automate Documents
Invoice Processing | Manufacturing | Canon USA → [Check out this use case]
Using UiPath Document Understanding, Canon automated its invoice processing, achieving 90% straight-through processing and saving over 6,000 hours annually.
Patient Record Reconciliation | Healthcare | University Health Network → [Check out this use case]
UHN, a leading healthcare provider, automated matching of patient records across systems using UiPath Document Understanding, reducing manual data entry effort by 93% and speeding up admin work.
Invoice Validation | Commercial Real Estate
A real estate firm automated AP invoice validation with UiPath Document Understanding, cutting processing time by 80% and saving 11,000 hours annually.
Insurance Applications | Insurance
An insurance provider used UiPath IXP to process complex, multi-page applications, automatically linking related fields like buildings to their locations. This streamlined document workflows, reduced maintenance, and accelerated deployment.
Top Reasons Organizations Are Automating Their Document Processes
- Speed to Value: Process thousands of documents in minutes, not days. Accelerate approvals, onboarding, and payments without the bottlenecks.
- Accuracy: Eliminate manual copy-paste errors and inconsistencies. AI-powered validation replaces risky swivel-chair work with reliable, repeatable outcomes.
- Efficiency: Automate the full journey, from data extraction and classification to routing and decision-making. Free your team from low-value busywork.
- Smarter Decisions: Turn unstructured data into actionable insights. With automation extracting and analyzing information at scale, your team can spot trends, anomalies, and opportunities hidden in documents like invoices, customer forms, claims or case files, and contracts.
- Compliance: Stay audit-ready. Every action is tracked with built-in logs, giving you peace of mind in regulated industries.
Get Expert Help From a Trusted UiPath Partner
As a UiPath Diamond Partner, the highest tier of recognition among UiPath partners, and a trusted partner for intelligent document processing, Greenlight Consulting brings deep expertise in building solutions tailored to your unique requirements.
Whether you’re in finance, healthcare, insurance, or any other document-heavy industry, we’ll help you design and implement automation that fits. We don’t offer bloated packages or one-size-fits-all approaches.
From invoice automation to complex, AI-powered document workflows, we’re here to help you scale your operations with clarity, confidence, and impact.
Ready to Trade Paper Cuts for Productivity?
You’ve got the documents. We’ve got the tools and expertise to automate them. Check out our case studies to find out how teams like yours are succeeding with AI and automation.
