InitusIDP

Intelligent Document Processing

InitusIDP transforms documents into structured, actionable data, eliminating manual effort and accelerating workflows so your teams can focus on growth, not data entry.

Powered for NetSuite and Salesforce, available for all open platforms

From Manual Entry to Intelligent Automation
Manual document processing is slow, error-prone, and a drain on resources. InitusIDP solves these challenges by learning your documents, automating data extraction, and routing information with precision.

The Challenge

Your team spends hours on repetitive, manual data entry from invoices, forms, and contracts. This leads to bottlenecks, delays, and a high risk of human error, diverting valuable time away from strategic tasks.

• Slow processing of critical documents.

• High potential for costly errors.

• Wasted human capital on repetitive work.

The Solution

InitusIDP transforms this process by intelligently automating data extraction. This accelerates your workflows, boosts team productivity, and allows you to scale your business without increasing manual overhead.

• Up to 80% faster document processing.

• Drastically reduced error rates.

• Teams available to focus on high-value work.

Demo Video

Document to NetSuite Record Automation

Automate the entire accounts payable cycle, from invoice receipt to payment posting in NetSuite.

Demo Video

SOW (Statements of Work) to NetSuite Project

Capture key terms, deliverables, and billing schedules from Statements of Work (SOW) to streamline project setup.

Effortless Automation
From Document to Actionable Data in Moments
We’ve simplified sophisticated AI into a seamless process. InitusIDP transforms your documents into actionable data within your core business systems through a clear, automated process.

Simple Capture

Easily submit your documents (PDF, images, etc.) via email or direct upload.

Intelligent Extraction

Our AI engine, powered by advanced OCR and a continuous learning process, accurately identifies and extracts data.

Smart Validation

User-friendly interface allows for review and verification of any exceptions, further training the AI.

Seamless Sync & Action

Validated data automatically creates or updates records in Salesforce or NetSuite, triggering relevant workflows and notifications.

Key Features

InitusIDP is an AI-powered solution that intelligently understands, automates, and transforms your document-centric processes.

Intelligent Document Automation

Our AI-powered engine is built to read and truly understand your documents, extracting critical information with unparalleled accuracy.

Adaptive AI & Continuous Learning

Adapts to new document formats and variations on the fly, continuously improving accuracy without the need for constant manual adjustments.

Deep Platform Integration

Seamlessly integrates with CRM and ERP platforms like Salesforce and NetSuite, automatically creating or updating records and workflows without clunky workarounds.

Effortless Automation

Transforms documents into actionable data through a simple, four-step process: Capture, Extract, Validate, and Sync, making sophisticated AI a seamless process.

Customization at its Core

Define how data is extracted and understood from your most unique or complex documents, allowing you to design tailored automation that mirrors your specific business logic.

Partnered for Success

With a minor integration from the Initus team, InitusIDP works seamlessly, providing a white-glove service that ensures a smooth and efficient setup for your business.

Our Value

Our Collaborative Consult-and-Build Approach

Our Consult-and-Build approach leverages our team’s decades of integration and AI-enhanced workflow automation implementation experience to transform document-heavy workflows into streamlined operations. By replacing manual data entry with InitusIDP’s adaptive AI, we enable data 99% accuracy in CRMs and ERPs and more. This turnkey solution de-risks complex data capture, eliminates “double-entry”, and empowers teams to drive strategic growth through automated, actionable intelligence.
Our Consulting Approach
“To deliver a transformation of this magnitude in just 12 weeks, using InitusIDP, is a testament to the focus and collaboration of both the Zochem and Initus teams. It sets a new standard for what we can achieve.”
Ken Williams
Chief Financial Officer & VP of Administration
Zochem
Read The Story
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The Requirement
Transform the complex, manual order-to-cash process that constrained growth potential and diverted skilled customer service team members to low-value clerical transcription work.

The Solution
InitusIDP was implemented to automatically extract and standardize data from PDFs, feeding a sophisticated, rules-based workflow in NetSuite.

The Result
Near-perfect data accuracy was achieved, over 90% of manual data entry was eliminated for 3,000 orders annually, and the Customer Service team members were elevated to strategic roles in just 12 weeks.

“To deliver a transformation of this magnitude in just 12 weeks, using InitusIDP, is a testament to the focus and collaboration of both the Zochem and Initus teams. It sets a new standard for what we can achieve.”

Ken Williams
Chief Financial Officer & VP of Administration
Zochem

The Requirement
Transform the complex, manual order-to-cash process that constrained growth potential and diverted skilled customer service team members to low-value clerical transcription work.
The Solution

InitusIDP was implemented to automatically extract and standardize data from PDFs, feeding a sophisticated, rules-based workflow in NetSuite.

The Result
Near-perfect data accuracy was achieved, over 90% of manual data entry was eliminated for 3,000 orders annually, and the Customer Service team members were elevated to strategic roles in just 12 weeks.
Read The StoryView All Customer Stories
InitusIDP FAQs
What kinds of documents can InitusIDP read?

InitusIDP can read and process a wide variety of file formats, including PDFs and images (submitted via email or direct upload). The system is specifically designed to handle and intelligently extract data from critical business documents, such as: Vendor Invoices, Customer Purchase Orders (POs), Expense Receipts, Contracts, Statements of Work (SOWs), Business Cards, and Customer-submitted forms/reports for case creation.

Is InitusIDP a platform?
Yes, InitusIDP is an AI-powered Intelligent Document Processing (IDP) solution. It is an advanced tool that utilizes Optical Character Recognition (OCR) and a continuous learning engine to intelligently extract critical information from documents, which it then seamlessly automates data entry into your core business systems.
How long does it take a common implementation of InitusIDP?
A common implementation of InitusIDP typically takes 10 to 12 weeks. This timeline allows the InitusIDP Consultants to work with you closely to tailor the solution, including defining custom data interpretations and configurable processes, ensuring it aligns perfectly with your specific operational needs and document types.
How much does a license cost?
A standard license for InitusIDP starts from $300 USD per month, which includes processing for up to 500 documents per month. For specific pricing tiers, custom solutions, or a personalized quote tailored to your volume, contact Initus directly.
What type of systems can I use InitusIDP in?
InitusIDP is built for deep, native integration primarily with Salesforce (CRM) and NetSuite (ERP). This integration enables automation for various critical business functions, including CRMs, ERPs, Expenses processing, AR (Accounts Receivable) workflows (e.g., Sales Orders from POs), and AP (Accounts Payable) workflows (e.g., Automated Vendor Invoice Processing).
Can I implement InitusIDP myself?
No, InitusIDP is not designed for self-implementation. The solution is deployed and configured by InitusIDP Consultants, who provide expert guidance to customize the data extraction and automation capabilities to your unique document formats and business logic.
How many documents can I read with InitusIDP?
The Standard Licence for InitusIDP allows you to process up to 500 documents per month. The system handles various file formats, including PDFs and images, and transforms them into actionable data within your integrated systems.
What do I need to start using InitusIDP?
To start using InitusIDP, the required first step is to contact Initus directly by reaching out through their website (https://initus.io/contact/). A consultant will then get in touch to coordinate a discovery call.

Contact Us

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