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Start Automating Your Document Analysis Process

With Optira, enterprises can leverage transformer based generative AI models like OpenAI’s GPT-4 to automate their entire document analysis process. Let’s explore the features to understand what Optira can do for enterprises.

See what Optira can do for your enterprise

Optira comes with three powerful features to automate the entire document analysis process for enterprises.

Intelligent Document Processing

Optira leverages the transformative power of Generative AI models to overcome the challenges posed by traditional OCR technologies. Our innovative approach automates data extraction and processing for all document types including Excel Sheets, Words, PDFs, Images, and even Handwritten Notes.

Backed by flexible AI architectures, users can easily upload data from existing systems like local drives, cloud server, CRMs, ERPs and MES. It also enables users to download the extracted data to existing databases or systems for further analysis.

Document Format Conversions

Optira provides an exceptional document format conversion feature that effortlessly transforms any documents into the desired formats with 100% accuracy, ensuring compatibility and usability.

This feature ensures seamless compatibility across systems, enhances data usability, and eliminates manual reformatting efforts. Whether for compliance, system integration, or streamlined workflows, Optira’s intelligent conversion engine preserves original layouts, data integrity, and formatting to deliver ready-to-use documents in seconds.

Custom GPT on Enterprise Data

Optira delivers personalized conversational experiences backed by ChatGPT, but uniquely tailored to your datasets. The intelligent responses leverage insights drawn directly from your information using it’s advanced cognitive skills, ensuring relevance and context in every interaction.
 
Users don’t need to know what is where! They can simply process large volume of documents at a go and perform data query in a conversational way.
01.

Invoices

Extract invoice ID, customer details, vendor details, ship to, bill to, total tax, subtotal, line items and more.

02.

Bank Statements

Extract customer ID, customer details, account statement and Dump into csv, sql table etc

03.

Handwritten Notes

Extract data like textual content, dates, contact details, tasks, meeting notes, form responses, financial figures, and creative ideas.

04.

Vouchers

Extract data like amount, sender information, discount percentage, coupon codes, and vendor details from Gift Cards, Coupons and Vouchers.

05.

Fax

Extract key data like textual content, sender and recipient details, reference numbers, invoice numbers, or unique identifiers present in the fax document .

06.

Receipts

Extract data like purchase details, transaction date & time, merchant info, payment method, amount, invoice ID, tax info, and transaction ID etc. from receipts.

Digitize documents with 99% accuracy with or without any human intervention.

Business decision makers have limitations in terms of their ability to query across all their enterprise data. They typically have to look at many dashboards, query many systems and do their own computations to get the information needed for making a business decision.

Optira enables enterprises to put document digitization process on autopilot mode and gives the ability to query across all enterprise data with simple English language type query, powered by ChatGPT.

Here are some of the popular business use cases of Optira:

  • Summarize Large Documents
  • Documents Meta Tags Extraction and Syncing with Existing Database
  • Text Extraction from PDFs, Images & Handwritten notes
  • Automate Document Processing Tasks
  • Conversational Data Query from any Size of Documents
  • Relevance-Driven Document Finding with Advanced Semantic Search
  • GPT-based Document Formatting for Resumes, Contracts, Agreements, Proposals or Quotations

Key Highlights

Ability to upload documents – 

  • Manually, one by one.
  • Pointing to a source folder, like OneDrive, Google Drive, Azure Blob, Amazon S3 to automate data syncing.
  • Local Desktop, automatically upload and download – 100% free of human hands.

Schedule ingestion date, time and frequency

Download extracted data as CSV, TXT or JSON formats

Automatically upload to any CRM or ERP software, including Tally, Quickbooks, Salesforce etc.

Query All Document Types with custom ChatGPT interface

Multi-tenant capabilities so that Enterprise Users can –

  • Onboard their own customers 
  • Give them access to their VPC for uploading and downloading documents

Virtual Private Cloud setup for total data privacy & security.

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