OCR automation for your entire workflow

What is OCR automation?

Optical Character Recognition (OCR) uses artificial intelligence to interpret and convert text in any type of document—handwritten or printed, images and multi-pages PDFs—into structured, digitized rich text and data to make it usable throughout your processes. 

Automating document-heavy processes like contract approvals, invoice routing, purchase order matching, request routing, resume ranking, and data entry from anything—it all starts with OCR. For the PDFs and scanned documents you deal with on a daily basis, OCR automation keeps them from piling up. And with a no-code and low-code workflow automation software, you can create an automated workflow using OCR yourself and tailor it to your specific needs.

Make your work flow with OCR automation. No coding required.

Catalytic is the no-code workflow automation platform empowering business people to click-and-create digitized and AI-enabled workflows using easy OCR automation and hundreds of other built-in capabilities.

Build workflows for almost anything—like OCR document management for your most time-consuming processes.

Global powerhouses to nimble startups have embraced Catalytic's cloud platform for business user development—balanced with IT controls—to do more with less, while overcoming years-long obstacles and reinvesting in their workforce.

Use Catalytic to automate success

Try our no-code automation tool and reclaim your work day.

Let us show you firsthand what’s possible with Catalytic for your operations.


"Highly customizable while also simple to use. I have no technical expertise but I'm able to build very complex processes and incorporate predictive modeling with no additional support."

- Senior Director of Business Operations & Transformation 



Read our reviews


Top OCR software use cases for automated workflows

Optical Character Recognition software a.k.a. OCR has been around since about the early 2000s. Over the years it has improved dramatically in ease-of-use, accuracy and the range of ways it’s applied. 

Still, OCR does best when there is some consistency involved. General OCR solutions are going to be trickier than software specialized to read specific document types such as finance OCR for invoices, orders, tax documents, standard legal documents, licenses, certifications, etc.

And, the reality of technology is that there will be exceptions. An OCR document management software that is able to validate extra steps or handle exceptions and route cases to a person to review is going to save a lot more time than an OCR system that will simply fail with multiple documents and stop a process dead in its tracks.

Luckily, no-code workflow automation with a range of built-in OCR capabilities can help you overcome the limitations of traditional OCR document scanning software. The best OCR automation is the one you create for your team’s unique needs and entire workflow, not just one step, because there is still a lot of processing involved after document parsing.

Examples of OCR automation for common processes 


PDF OCR software

If you’ve ever wanted to copy and paste text in a PDF scan or convert it to a Word document, you know that almost anywhere you’re dealing with a PDF file, OCR can make it easier. Many times employees get stuck with these types of data entry tasks because there is no OCR solution in place or it’s too complicated for standard solutions to work accurately.

OCR not only identifies and structures data to be easier to work with, but a highly automated OCR software will get rid of the need for manual data entry altogether.

When embedded with Natural Language Processing (NLP), OCR text processing, a rules-based and integrated automation platform can complete most next steps you would take after reading any given PDF. For example, based on key terms it could:

  • Approve an application or request form
  • Rank similar documents like resumes or RFPs
  • Validate information like an expiration date on a certificate
  • Find and flag contract terms

OCR invoice automation and procure-to-pay

The procure-to-pay cycle represents the end-to-end process beginning with the requisition and purchase of goods and services and ending with payment for those goods and services, ultimately transforming the accounts payable (AP) department into a profit center. This function exists within the larger procurement management process and involves several stages.

OCR can be used for the scanning of invoices, but why stop there? A holistic approach to finance and accounting automation can not only take care of invoice data capture, but manage high volumes of extracted data, route approvals, reconciliations, processing and payment, plus automatic reporting on a monthly, quarterly and annual basis.


OCR contract term extraction and compliance review

Global manufacturer Bosch uses a Catalytic-built automated workflow with OCR capabilities for vendor contract review. It reads over 69,000 contracts using OCR and automatically extracted key terms. When needed, a Bosch employee is prompted with a form to handle exceptions and continually improve the extraction engine saving employees 1,500 days of effort.


Endless OCR possibilities with no-code workflow automation

Don’t settle for simple OCR software. Think of the big picture with a platform where you can combine cognitive document processing with other powerful capabilities like document generation, text analysis, tasks & forms, data processing, system integrations, machine learning and more to create the automated workflow you’re looking for.

Want to try OCR software free with Catalytic?