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Automated forms processing 

Capture data from any form, automatically 

Extract and process data from any form type, whether structured or semi-structured, without manual intervention.

Why Regoxa for automated forms processing

Your business data opens doors, to new opportunities, better decisions, and steady growth. Yet a lot of it sits unused because it is locked inside documents that arrive in every format from every direction. Poor extraction and slow, error-prone manual handling make that data hard to gather and use, which drags operations down and delays the calls you need to make.

 

Regoxa Document AI clears that out. It pulls the data that drives your processes from any document, whatever the format or structure. Invoices, contracts, other business-critical files, all of it becomes structured and ready to use. With intelligent document processing, your information starts fueling growth instead of gathering dust.

What you get

01

Expedite your processes

Drastically reduce the time spent reading, interpreting, and transferring data into downstream workflows.

02

Curtail processing expenditure

Eradicate costly, time-consuming, and error-prone manual data entry from your operations.

03

Amplify business efficiency

Simplify daily processing operations and elevate the quality and consistency of data extraction.

Forms processing: industry scenarios

01

Accounting 

  • Purchase orders 

  • invoices 

  • accounts receivables 

  • delivery dockets 

02

Customer service 

  • Satisfaction surveys 

  • feedback surveys 

  • receipts 

03

Human resources  

  • Timecards 

  • payrolls 

  • pledge forms 

04

Banking and finance

  • Mortgage and loan documents 

  • account opening forms 

  • credit applications 

  • ID cards 

05

Healthcare

  • Patient records 

  • registration forms 

  • donation forms 

  • prescriptions 

06

Insurance

  • Claim forms 

  • explanations of benefits 

  • accounts receivables 

  • declarations 

07

Education

  • Examinations 

  • tests 

  • school transcripts 

  • student surveys 

08

Government

  • Tax declarations 

  • census forms 

  • social applications 

  • voting ballots 

09

Transportation and logistics

  • Shipping documents 

  • proofs of delivery 

  • customs documents 

Why Regoxa

01

Dependable 

Organizations across industries entrust Regoxa with their business-critical documents. Enterprise customers rely on Regoxa to process their most demanding forms and documents. 

02

Pioneering

Regoxa's low-code/no-code platform places advanced forms processing within reach of every business user. Built on more than a decade of AI and computer vision expertise, Regoxa 

supports an extensive range of document types, formats, and languages, with continuous learning that grows more precise with every document processed, having processed millions of pages to date.

03

Consequential

Our sustained focus on purpose-built AI delivers results with greater velocity, robustness, and economy. Organizations deploying Regoxa 

report outcomes including 400% gains in employee productivity, 95% 

automation straight out of the box, and substantial cost-saving opportunities across their document operations. 

What is automated forms processing?

Automated forms processing uses AI, optical character recognition (OCR), and machine learning to capture, classify, extract, and validate data from structured and semi-structured forms automatically, without manual data entry. It handles any form type, from invoices and tax declarations to patient records and claim forms, delivering clean, process-ready data to downstream systems.

How does Regoxa extract data from forms automatically?

Regoxa applies purpose-built AI models to detect the form type, locate the relevant fields, and extract the data within them, whether the content is machine-printed, handwritten, or contains barcodes, checkboxes, or signatures. Extracted data is validated against your business rules before being routed onward.

Which form types can Regoxa process?

Regoxa processes a comprehensive range of forms across industries, including invoices, purchase orders, delivery dockets, patient records, claim forms, tax declarations, mortgage applications, credit applications, examination papers, shipping documents, and many others, in both digital and scanned formats.

What is the difference between structured and semi-structured forms?

Structured forms have a fixed, predictable layout, such as a standard tax form or a printed timecard, where fields always appear in the same position. Semi-structured forms, such as invoices from different suppliers, share common data fields but vary in layout and design. Regoxa handles both through AI models that adapt to layout variation rather than relying on fixed templates.

How does Regoxa handle handwritten forms?

Regoxa uses AI-based handwriting recognition (HWR) alongside OCR to extract data from handwritten content, including cursive and printed handwriting, so forms completed by hand join the same automated processing workflow as their digital counterparts.

Can Regoxa validate the data it extracts from forms?

Yes. Regoxa applies configurable business rules to validate extracted data, checking for required fields, verifying values against reference lists, matching line items against purchase orders, and flagging exceptions for human review where needed.

How does Regoxa route exceptions for human review?  

When extracted data fails validation or confidence thresholds fall below a defined level, Regoxa routes the exception to a human operator through a human-in-the-loop (HITL) verification step. The operator reviews and corrects the data, and that correction feeds back into the model to improve future accuracy. 

How does Regoxa integrate with our existing systems?

Regoxa connects to your downstream systems, including ERP, ECM, RPA, and BPM platforms, via API, routing validated form data directly into the workflows and applications that depend on it, without manual re-entry. 

Does Regoxa require technical expertise to configure new form types?

No. Regoxa's low-code/no-code platform lets business users design, train, and publish custom document models for new form types without coding knowledge, so your team can extend coverage to new forms as they arise.

How does Regoxa improve accuracy over time?

Regoxa applies continuous machine learning, improving its models each time human operators review and correct its outputs. Over time, this reduces the volume of exceptions requiring manual review and raises the rate of straight-through processing.

Is Regoxa suitable for high-volume forms processing?

Yes. Regoxa is architected to scale, handling large volumes of forms across multiple document types simultaneously, with consistent accuracy and processing speed regardless of volume peaks.

How quickly can an organization get started with Regoxa 

forms processing?

Regoxa offers pre-trained models for the most common form types across accounting, healthcare, insurance, government, and other industries, so organizations can begin processing with minimal configuration. Schedule a demo to see Regoxa process your own forms.

Frequently asked questions

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