Overview

Xtracta's data capture process is designed to be simple, fast, and fully automated. It starts with an easy setup that requires no document specific templates or manual configuration, supported by personal training. The platform accepts a wide range of document types, including PDFs, scans, emails, and files like DOC and XLS.

Documents can be submitted via email, SFTP, a mobile app, web portal, or API. Once received, Xtracta detects, extracts, and validates the data. The processed data can be instantly transferred through webhook service or through the REST APIs, and also offers output options like CSV, XLS, or SQL.

Xtracta seamlessly integrates with your existing software such as ERP, payroll, job costing, inventory systems etc. Powered by a machine learning engine, Xtracta continuously improves from each document and user interaction, removing the need for templates. Ongoing support is provided to keep things running smoothly.

1. Set Up: Quick and simple with no document specific templates or manual configuration. Includes personal onboarding and training.
2. Documents: Accepts a wide range of formats: PDFs, images, emails, DOC, XLS and more.
3. Input: Files can be sent via email, SFTP, mobile app, drag-and-drop web portal, or API upload.
4. Data Capture: The system identifies document types, extracts data and validates information.
5. Data Transfer: Captured data is instantly available. Supports webhook services, REST APIs, and also supports output formats like CSV, XLS, and SQL.
6. Your Software: Integrates with ERP, payroll, HCM, job costing, inventory systems, Excel, and any industry-specific apps through API.
7. Set & Forget: A machine learning engine improves automatically with each document and user interaction. No need for templates.
8. Ongoing Support: Continuous assistance to ensure smooth operation and evolving needs.

Starting with the Xtracta engine is simple and involves the following basic steps:

1. Getting an Xtracta administrator account.
2. Creating workflows for your document types.
3. Configuration of settings (includes OCR method) and required fields.
4. Document upload method (email, SFTP, mobile app, web portal & API).
5. Formatting and transformation of extracted data.
6. Creating validations for extracted data.
7. Data transfer and output configuration (Email, Download, SFTP, OAuth, S3).
8. Training documents (manually extracting data and assisting the system to learn).
9. Implement automated processing.
10. Ongoing Xtracta support.