Automate Intelligent Capture Overview


Intelligent Document Processing That Maximizes the Value of RPA Through Machine Learning and AI

Automate Intelligent Capture is an intelligent document processing solution that enhances the power of our leading RPA solution Fortra Automate through machine learning capabilities and artificial intelligence (AI). This empowers organizations to streamline manual processes and eliminate costly steps like document classification, manual data entry, and document analysis.

Introducing AI and Machine Learning to RPA 

The introduction of AI and machine learning can automatically extract meaning from both structured and unstructured data, so the bulk of data within businesses can now be leveraged for greater insights and usability. Structured data is organized, clearly defined, and searchable, but represents only about 20 percent of the data in each company. It includes data typically found in a spreadsheet or invoice. Traditional robotic process automation (RPA) excels at structured or quantitative data automation.

Unstructured data makes up more than 80 percent of all data within an organization, and includes things like emails, photos, audio files, social media posts, blogs, video, and other qualitative data. It is difficult to interpret and analyze because it has no pre-defined structure. The key to unleashing the true power of RPA is through unassisted machine learning that can harness both structured or unstructured data. This is possible because Automate Intelligent Capture calls upon unassisted machine learning algorithms that enable automatic self-learning for previously unseen documents. The system learns which document information to capture, getting smarter and more accurate over time.

Robust Classification and Categorization Engine

Combining this with a robust classification and categorization engine that leverages artificial intelligence ensures rapid document processing across critical functions like mortgage processing, invoice processing, and sales order processing, enabling you to avoid manual data entry into systems, decreasing errors, and easily managing document volume. Working together, Automate Intelligent Capture and Automate RPA enable organizations to extend automation capabilities and maintain control of critical information with more speed and accuracy.

Automatic Data Extraction and Routing

With Automate Intelligent Capture, you can reduce manual data entry between 60 to 90 percent by automatically extracting relevant data fields based on form type. Data can be extracted from machine printed forms or even barcodes. Route forms electronically with our ability to easily output images and data to your ECM or line-of-business application for processing.

Automate Intelligent Capture Process Flow 



Input: Leverage multiple document import options, including direct connect scanners, local and remote multi-function devices, watched network folders, and automatic email and fax support.

Classify: Our document classification engine uses artificial intelligence to automatically classify and separate your forms from supporting documents, eliminating manual separation of these documents.

Capture: Using custom machine learning algorithms, our solution automatically learns data fields without building any templates. This allows for fast setup of previously unseen documents no matter whether the software has seen it before or not.

Validate: During capture and data extraction, Automate Intelligent Capture applies data validation parameters. Extracted data fields can be passed to a database to verify extracted information or to pull information that is not present within the document to ensure greater security and accuracy. 

Verify: During verification, easily correct any exception fields that were not extracted properly. Exceptions can be caused, for example, by a poor-quality scan, characters touching lines, or marks on the form. With minimal effort, it is possible to correct any exceptions, and documents with no exceptions are never presented.

Export: Automate Intelligent Capture provides multiple data element export paths, including CSV files, XML files and direct database connections via ODBC or JDBC. Image file export options include TIFF and full text PDFs.

Simple Implementation and Integration 

Our unique auto-find learns data fields on forms without endless hours of building templates. Plus simple integration with third-party applications provides the ability to easily move extracted data from your forms to your business applications. 

Management Visibility and Compliance Controls

Management visibility and compliance controls are essential within business processes. With Automate Intelligent Capture, managers can see what forms are queued for processing, applying strict controls on how business forms are processed to meet ongoing regulatory compliance.

Key Features of Automate Intelligent Capture 

  • Machine learning harnesses both clearly defined structured data and non-formatted unstructured data 
  • Instantly capture documents from a scanner, email or monitored folder
  • Intelligent self-learning enables fast setup of previously unseen documents
  • Automatic data extraction and routing sorts documents based on patterns, appearances, and text 
  • Robust, patented classification engine leverages AI for fast and intelligent document processing 
  • No set-up, templates, or custom coding required
  • Begin processing documents in hours, not days or weeks
  • 70 percent out-of-the-box automation and 95 percent automation after learning
  • Optical Character Recognition (OCR) support in 27 different languages, localized for Spanish, German and French
  • Maximizes the value of Fortra Automate

System Requirements

Server Prerequisites

  • Windows Server 2012 or higher (Express or Licensed Versions)
  • Windows 7 / 8 / 8.1 / 10
  • SQL Server 2008 R2 or higher with TCP/IP communication enabled
  • .Net Framework 4.5
  • 100 GB of storage
  • Quad Core Processor i7 or Xeon
  • 8 GB of RAM

Web User Interface

  • Windows Server 2008 R2 or higher
  • Windows 7 / 8 / 8.1 / 10
  • .Net Framework 4.6
  • .Net Framework 3.5
  • IIS version 7 or higher
  • Quad Core Processor i7 or Xeon
  • 8 GB of RAM

For More Information

Call us at 800.328.1000 or email [email protected] to set up a personal consultation. We’ll review your current setup and help you see how Automate Intelligent Capture can work alongside our Automate solutions to achieve your IT and business process automation goals.