From documents to data — automatically
Document AI Helper
Documents in, structured data out
Transform any document into organized business data — automatically, accurately, and in seconds.
01
Upload your document
Drop in any document — invoices, contracts, applications, receipts, forms. Scanned or digital, it doesn't matter.
02
AI reads and understands
Advanced AI technology reads every word, number, and detail from your document — even handwritten notes.
03
Data extracted
and enriched
AI understands what's important: customer names, order numbers, amounts, dates, line items, and more.
04
Records created
in dataverse
Data flows directly into your Dynamics 365 / Dataverse system. Related records are linked. No manual entry needed.
One document —
many records
Document AI Helper extracts the details and creates the right records, so teams stop retyping the same information. Existing customers are detected to prevent duplicates. Line items are captured in a structured format, and related records are created and linked correctly in Dataverse. The result is data that’s ready to power workflows and automation.
Works with your existing tools
No need to change how work gets done. Documents can start from Power Apps, Power Automate, email attachments, SharePoint, or document libraries — and the extracted data lands as structured records in Dataverse and Dynamics 365, including Sales, Customer Service, Field Service, Finance, and custom tables.
Real business impact
85%
Faster processing
95%
Higher data accuracy
70%
Lower operational cost
24/7
Always available
Healthcare
Patient records, insurance claims, medical forms.
Financial Services
Loan applications, claims, statements.
Retail
Orders, returns, supplier invoices.
Manufacturing
Invoices, purchase orders, quality reports.
Real Estate
Leases, applications, property documents.
Legal
Contracts, filings, compliance documents.
Perfect for every industry
No matter your business, if you have documents, we can help.