IDP & Data Capture Services
Intelligent Document Processing Services
Stop keying data by hand. Octacom's intelligent document processing services turn complex, high-volume documents into 99.99% accurate data your systems can use.
Documents processed · last 30 days
Documents processed · last 30 days
Trusted by leading enterprises and organizations
Trusted by leading enterprises across industries
Less data entry. More accurate data. Faster decisions.
Less data entry. More accurate data. Faster decisions.
Less data entry. More accurate data. Faster decisions.
99.99%
Data Accuracy
Intelligent extraction, automated validation, and human-in-the-loop quality assurance keep errors out.
50+ Years
Industry Experience
Decades processing complex, sensitive, business-critical documents across industries.
Flexible
Processing & Integration
Configurable extraction rules, custom validations, and integration with the systems you already run.
SOC 2 Type II
SOC 2 Type II
SOC 2 Type II
HITRUST CSF
HITRUST CSF
HITRUST CSF
PIPEDA / PHIPA
PIPEDA / PHIPA
PIPEDA / PHIPA
Protected Level B
Protected Level B
Protected Level B
Intelligent document processing, end to end.
Intake, classification, extraction, validation, delivery. Intelligent data capture and managed services turn unstructured information into data you can act on.
Intelligent document processing, end to end.
Intake, classification, extraction, validation, delivery. Intelligent data capture and managed services turn unstructured information into data you can act on.
Intelligent document processing, end to end.
Intake, classification, extraction, validation, delivery. Intelligent data capture and managed services turn unstructured information into data you can act on.
Any source, one flow
Physical and digital documents centralized through secure scanning, email intake, and automated file ingestion.
Any source, one flow
Physical and digital documents centralized through secure scanning, email intake, and automated file ingestion.
Any source, one flow
Physical and digital documents centralized through secure scanning, email intake, and automated file ingestion.
Classified and extracted
AI, machine learning, OCR/ICR, and configurable capture rules identify each document and pull the fields that matter.
Classified and extracted
AI, machine learning, OCR/ICR, and configurable capture rules identify each document and pull the fields that matter.
Classified and extracted
AI, machine learning, OCR/ICR, and configurable capture rules identify each document and pull the fields that matter.
Validated before delivery
Extracted data checked against business rules and existing records, with expert review for exceptions and low-confidence results.
Validated before delivery
Extracted data checked against business rules and existing records, with expert review for exceptions and low-confidence results.
Validated before delivery
Extracted data checked against business rules and existing records, with expert review for exceptions and low-confidence results.
Data, put to work
Validated documents and structured data delivered into your systems, powering faster decisions and automated workflows.
Data, put to work
Validated documents and structured data delivered into your systems, powering faster decisions and automated workflows.
Data, put to work
Validated documents and structured data delivered into your systems, powering faster decisions and automated workflows.
Delivered where work happens.
Connect documents and structured data to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and flexible formats including PDF, JSON, and CSV.
Delivered where work happens.
Connect documents and structured data to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and flexible formats including PDF, JSON, and CSV.
Delivered where work happens.
Connect documents and structured data to your existing ERP, CRM, and document management systems through secure APIs, SFTP, and flexible formats including PDF, JSON, and CSV.
Your systems. Seamlessly connected.
Move validated invoice data into the ERP and business systems your team already uses, without disrupting existing workflows.
Your IDP partner, end to end.
We bring the technology, the implementation expertise, and the ongoing support to transform how work gets done. One partner, end to end.
Your IDP partner, end to end.
We bring the technology, the implementation expertise, and the ongoing support to transform how work gets done. One partner, end to end.
Your IDP partner, end to end.
We bring the technology, the implementation expertise, and the ongoing support to transform how work gets done. One partner, end to end.
Cross-industry expertise
Intelligent document processing delivered across financial services, healthcare, government, and other regulated industries.
Compliant & Secure
SOC 2 Type II controls, secure processing environments, and comprehensive data protection.
Managed from design to delivery
Solution design, implementation, exception handling, and ongoing optimization, all run by dedicated teams.
Managing Over 200,000 Invoices Annually
Octacom centralized Accounts Payable processing for The Salvation Army across roughly 500 locations and 200,000+ invoices annually — combining centralized intake, OCR and validation, an Odiss™ Exception Portal and ERP upload. The process went live in 90 days, with invoices uploaded to the ERP within 48 hours.
Silvia Mangold
Forward Deployment Engineer
Managing Over 200,000 Invoices Annually
Octacom centralized Accounts Payable processing for The Salvation Army across roughly 500 locations and 200,000+ invoices annually — combining centralized intake, OCR and validation, an Odiss™ Exception Portal and ERP upload. The process went live in 90 days, with invoices uploaded to the ERP within 48 hours.
Silvia Mangold
Forward Deployment Engineer
Managing Over 200,000 Invoices Annually
Octacom centralized Accounts Payable processing for The Salvation Army across roughly 500 locations and 200,000+ invoices annually — combining centralized intake, OCR and validation, an Odiss™ Exception Portal and ERP upload. The process went live in 90 days, with invoices uploaded to the ERP within 48 hours.
Silvia Mangold
Forward Deployment Engineer
Managing Over 200,000 Invoices Annually
Octacom centralized Accounts Payable processing for The Salvation Army across roughly 500 locations and 200,000+ invoices annually — combining centralized intake, OCR and validation, an Odiss™ Exception Portal and ERP upload. The process went live in 90 days, with invoices uploaded to the ERP within 48 hours.
Silvia Mangold
Forward Deployment Engineer
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Built for the highest security and compliance standards.
Security
Our physical and information security controls are regularly tested, validated, and audited against recognized standards.
From healthcare to government and financial services, we follow rigorous security and privacy practices to protect sensitive information.
SOC 2 Type II
Confidence in security controls independently tested and audited.
HITRUST CSF
Purpose-built protection for sensitive information in regulated industries.
PIPEDA / PHIPA
Your personal and health information handled with privacy at its core.
Government Vendor of Record
Pre-qualified to serve Canadian government organizations.
Protected Level B
Government-grade safeguards for your most sensitive information.
Canada Evidence Act
Preserve the integrity and legal reliability of your records.
NAID AAA Rating
Your confidential documents stay protected through secure destruction.
PCI Compliant
Protect sensitive payment information throughout its lifecycle.
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
DIVISIONS
SOCIAL