Document AI Solutions

Your Offshore AI Delivery Partner for Document AI Solutions

Extend your delivery capacity with Softree's AI engineering team for intelligent document processing, OCR, Azure AI Document Intelligence, document automation, and enterprise integrations.

Offshore AI Teams

Microsoft-certified talent.

White-Label Delivery

Powered by our experts.

Enterprise AI Solutions

Secure, scalable AI for business

Business ROI

Reduce costs. Accelerate delivery

Trusted by Partners & Clients

GO ERPGO ERP
NuventoNuvento
SnaponSnapon
JoniansJonians
Export Control GroupExport Control Group
SP MarketplaceSP Marketplace
BoschBosch
EmscaleEmscale
Link InnovationLink Innovation
IntellecttIntellectt
GO ERPGO ERP
NuventoNuvento
SnaponSnapon
JoniansJonians
Export Control GroupExport Control Group
SP MarketplaceSP Marketplace
BoschBosch
EmscaleEmscale
Link InnovationLink Innovation
IntellecttIntellectt
Client Success Stories

Real Business Results with AI-Powered Document Processing

Discover how organizations streamline document-intensive workflows, automate data extraction, improve accuracy, and accelerate business operations with Softree's Document AI Solutions powered by Intelligent Document Processing (IDP) and Azure AI Document Intelligence.

HUMAN RESOURCES
HR Assistant Copilot Agent

HR Assistant Copilot Agent

Client Overview

Name
UK Based Client
Business Type
Enterprise HR Services Provider
Industry
Human Resources
Country
United Kingdom

HR teams struggled with manual employee onboarding, leave management, and internal support, causing inefficiencies and poor employee experience.

AI & ANALYTICS
AI Performance Intelligence Report

AI Performance Intelligence Report

Client Overview

Name
Australian Technology Firm
Business Type
Digital Marketing & Technology Company
Industry
AI & Analytics
Country
Australia

Businesses struggled to quickly identify conversion blockers, UX issues, SEO gaps, and performance opportunities on their websites.

HEALTHCARE
AI-Powered Healthcare Operations Platform

AI-Powered Healthcare Operations Platform

Client Overview

Name
North America Client
Business Type
Multi-Specialty Healthcare Provider
Industry
Healthcare
Country
United States

The healthcare provider faced high administrative effort, inefficient patient scheduling, and complex hospital operations.

MANUFACTURING
AI-Powered Manufacturing Operations Platform

AI-Powered Manufacturing Operations Platform

Client Overview

Name
UAE Based Client
Business Type
Industrial Manufacturing Company
Industry
Manufacturing
Country
United Arab Emirates

Manufacturing teams relied on manual production planning, reactive maintenance and disconnected factory systems, leading to downtime and operational inefficiencies.

CROSS INDUSTRY
AI Competitive Gap Report That Helps Businesses Outperform Their Competitors

AI Competitive Gap Report That Helps Businesses Outperform Their Competitors

Client Overview

Name
Canadian Enterprise
Business Type
Enterprise Consulting Firm
Industry
Cross Industry
Country
Canada

Competitive research required extensive manual effort and businesses lacked continuous visibility into changing competitor strategies.

LOGISTICS & SUPPLY CHAIN
AI-Powered Shipment Delay Prediction Platform

AI-Powered Shipment Delay Prediction Platform

Client Overview

Name
European Logistics Provider
Business Type
Global Logistics Provider
Industry
Logistics & Supply Chain
Country
Netherlands

Organizations struggled with delayed deliveries, limited shipment visibility and reactive logistics planning.

CORE CAPABILITIES

Enterprise Document AI Solutions Capabilities

Partner with Softree to automate document processing using AI-powered Intelligent Document Processing (IDP), Azure AI Document Intelligence, OCR, and Microsoft AI. We help organizations extract, classify, validate, and manage business documents with greater accuracy, speed, and security.

Intelligent Document Processing

Automate the extraction, classification, and validation of structured and unstructured business documents using AI.

Document Intelligence & OCR

Extract accurate data from invoices, contracts, forms, PDFs, receipts, and scanned documents with AI-powered OCR.

AI Document Automation

Automate document-centric workflows, approvals, routing, and business processes to improve operational efficiency.

Enterprise Document Integration

Connect Document AI with Microsoft 365, SharePoint, Dynamics 365, ERP, CRM, Dataverse, and enterprise business applications.

Knowledge Extraction & Search

Transform enterprise documents into searchable knowledge using AI-powered indexing, metadata extraction, and semantic search.

Document Security & Compliance

Protect sensitive documents with enterprise-grade security, compliance controls, audit trails, and governance.

Enterprise Document Integration
04

Enterprise Document Integration

Integrate Document AI with Microsoft 365, SharePoint, Dynamics 365, Dataverse, ERP, CRM, cloud storage, and third-party business applications. Enable seamless document processing across your enterprise while ensuring secure data flow and operational efficiency.

  • Microsoft 365 & SharePoint Integration

    Automatically process documents stored in SharePoint, OneDrive, Teams, and Microsoft 365.

  • ERP & CRM Connectivity

    Extract and synchronize document data with Dynamics 365, SAP, Salesforce, Oracle, and enterprise applications.

  • API & Workflow Integration

    Connect Document AI with Power Automate, REST APIs, and existing business workflows for end-to-end automation.

AI-Powered Extraction
Document Intelligence
Connected Systems
Enterprise Integration
Business Automation
Workflow Automation
Enterprise Ready
Secure Processing
PORTFOLIO OF SOLUTIONS

Choose from Our Time-Tested Portfolio of Document AI Services

Extract value from unstructured archives with layout-aware parsers, automated database indexing, and secure governance safety gates.

01 - 06

Document AI Strategy & Consulting

Map unstructured data extraction roadmaps, audit document privacy, and design secure OCR and parser pipelines.

Identify physical and logical structures in complex corporate documents, tables, lists, and handwritten papers to determine extraction feasibility.

Enabling Enterprise-Grade Document AI Resilience

While deep document understanding architectures accelerate processing speeds, handling unstructured variations, table layout errors, and data privacy remain major challenges in enterprise workflows.

Softree delivers reliable document extraction pipelines—customizing parser models, checking layout accuracy, and masking private details within your secure cloud tenant boundaries.

Identifying Gaps

We audit OCR scan errors, map complex form boundaries, and optimize reading orders to guarantee accurate document text representation.

Enabling Automation

We automate model deployments, setup auto-scaling file ingestion pipelines, and configure API integrations with downstream databases.

Ensuring Compliance

We enforce data safety, automatically redacting PII, masking SSNs, and capturing detailed logs for SOC2, HIPAA, and GDPR audits.

Monitoring Risks

We monitor parser pipeline performance, checking average document latency, model extraction confidence scores, and API error rates.

OUR SERVICES

Document AI Solutions Built for Enterprise Automation

Automate document-intensive processes with Softree's Document AI Solutions. We help organizations extract, classify, validate, and process business documents using Intelligent Document Processing (IDP), OCR, Azure AI Document Intelligence, and Microsoft AI technologies.

INTELLIGENT DOCUMENT PROCESSING

AI Document Processing

Business Challenge

Manual document processing, data entry, and paper-based workflows slow operations, increase costs, and create frequent errors.

Our Solution

Automate document extraction, classification, and validation using Intelligent Document Processing (IDP), OCR, and Azure AI Document Intelligence.

Outcome

Accelerate document processing, improve data accuracy, and reduce manual effort across enterprise operations.

95%+
Extraction Accuracy
DOCUMENT INTELLIGENCE

OCR & AI Data Extraction

Business Challenge

Organizations struggle to extract structured data from invoices, contracts, forms, PDFs, and scanned documents.

Our Solution

Use AI-powered OCR and Azure AI Document Intelligence to capture, validate, and process structured and unstructured document data.

Outcome

Improve processing speed, eliminate manual data entry, and deliver reliable business information.

80%
Faster Processing
WORKFLOW AUTOMATION

Document Workflow Automation

Business Challenge

Manual approvals, disconnected systems, and document bottlenecks delay business processes and impact productivity.

Our Solution

Integrate Document AI with Microsoft 365, SharePoint, Power Automate, Dynamics 365, ERP, and CRM to automate end-to-end document workflows.

Outcome

Streamline approvals, improve compliance, and increase operational efficiency with intelligent document automation.

70%
Less Manual Work
INDUSTRIES WE SERVE

Industry-Specific AI Document Solutions for Enterprise Automation

Help organizations automate document-intensive processes with AI-powered Intelligent Document Processing (IDP), Azure AI Document Intelligence, OCR, and workflow automation. Softree delivers secure Document AI solutions for healthcare, finance, manufacturing, logistics, retail, education, and other document-driven industries.

Healthcare

Healthcare

Improve patient care, streamline hospital operations, automate clinical workflows, and enhance decision-making with Microsoft AI, intelligent automation, and secure healthcare solutions.

Manufacturing

Manufacturing

Optimize production planning, predictive maintenance, quality control, inventory management, and factory operations using AI-powered insights and intelligent automation.

Financial Services

Financial Services

Strengthen fraud detection, automate compliance, enhance risk analysis, and deliver AI-powered customer experiences with secure enterprise AI solutions.

Retail & eCommerce

Retail & eCommerce

Deliver personalized shopping experiences, demand forecasting, inventory optimization, and AI-powered customer engagement across digital and physical channels.

Logistics & Supply Chain

Logistics & Supply Chain

Improve supply chain visibility, warehouse operations, fleet management, route optimization, and predictive logistics with AI-driven decision support.

Education

Education

Transform learning experiences with AI-powered student support, administrative automation, intelligent analytics, and personalized education solutions.

Government

Government

Digitize citizen services, automate public workflows, improve transparency, and strengthen security.

Technologies

Enterprise Document AI Technologies That Power Intelligent Document Processing

Leverage Azure AI Document Intelligence, OCR, Intelligent Document Processing (IDP), Microsoft AI, Azure OpenAI, Power Platform, and enterprise integrations to automate document extraction, classification, validation, and business workflows securely at scale.

Azure AI Document Intelligence
Intelligent Document Processing (IDP)
OCR Technology
AI Document Classification
Data Extraction & Validation
Custom Document Models
DELIVERY PROCESS

Seamless Document AI
Project Deliveries

From structural layout discovery and document tagging to custom OCR training and database connector setups, Softree follows a proven delivery framework to deploy accurate, secure, and production-ready document understanding platforms.

STEP 01

Document Assessment & Discovery

Analyze existing document workflows, identify automation opportunities, and define business goals for Intelligent Document Processing implementation.

STEP 02

AI Model Design & Training

Configure Azure AI Document Intelligence, OCR, and custom AI models to accurately classify, extract, and understand business documents.

STEP 03

Document Extraction & Validation

Extract key information from invoices, contracts, forms, emails, and PDFs while validating business rules for high data accuracy.

STEP 04

Workflow Automation & Integration

Integrate Document AI with Microsoft 365, SharePoint, Dynamics 365, ERP, CRM, and Power Automate to automate end-to-end business processes.

STEP 05

Testing, Security & Compliance

Validate AI models, ensure enterprise-grade security, role-based access, audit trails, and compliance with organizational policies.

STEP 06

Deployment & Optimization

Deploy Document AI into production, monitor performance, improve extraction accuracy, and continuously optimize workflows using AI insights.

STEP 07

Analytics & Business Insights

Transform extracted document data into dashboards, reports, and actionable insights using Microsoft Fabric and Power BI.

Why Choose Softree

Built for Long-Term Impact

01

Offshore Engineering Teams

Access experienced, pre-vetted engineering talent that integrates seamlessly with your team and workflows.

02

White-Label Delivery

Deliver solutions under your brand while Softree handles development, QA, and delivery behind the scenes.

03

Flexible & Scalable Engagements

Scale engineering capacity through dedicated teams, project delivery, or on-demand offshore resources.

04

AI, Microsoft & Modern Engineering Expertise

Build and modernize solutions across Agentic AI, Microsoft Azure, Power Platform, SharePoint, data, cloud, and modern applications.

05

Your Team, Extended

Work with Softree as an extension of your engineering organization, from discovery and design through production and ongoing support.

06

Cost-Effective Global Delivery

Leverage India-based engineering teams to increase delivery capacity while maintaining quality and continuity.

Client Feedback

Trusted by Enterprise Teams

4.9 / 5

average rating

Based on 150+ client reviews

We had a very positive experience working with Softree Technology. The developers were responsive and delivery was on time. We appreciate the attention they gave our project and their great communication. The final product was exactly what we wanted and we look forward to working with Softree in the future.

Natasha Adams

Wicked Point LLC

Virginia

Overall, we are satisfied with our collaboration in the past and your last action and response to our reported issue, really makes a difference.

Arkady Fedorovtsjev

ECG Group

Netherlands

SOFTREE staff worked with us to learn our installation automation technology and built exactly what we needed.

Darrell Trimble

SP Marketplace

California

FAQ

Frequently Asked Questions.

Question Answer:

Document AI Solutions use Artificial Intelligence, OCR, and Intelligent Document Processing (IDP) to automatically capture, classify, extract, validate, and process information from invoices, contracts, forms, PDFs, emails, and other business documents. This helps organizations reduce manual work, improve accuracy, and accelerate digital transformation.

Question Answer:

Document AI improves processing speed, eliminates manual data entry, increases accuracy, reduces operational costs, strengthens compliance, and automates document-centric workflows. Businesses also gain faster decision-making through real-time access to structured document data.

Build faster with a reliable offshore engineering partner.

Partner with Softree to accelerate product delivery, modernize enterprise systems, and scale with confidence.

Person wearing a white hooded jacket and virtual reality headset against a shimmering abstract background.

What we offer

Enterprise Integration
Cloud Architecture
AI & Automation
Microsoft Solutions
Offshore Engineering

Offices

  • Bengaluru

    11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli · Bengaluru, Karnataka 560087, India

  • Cuttack

    PLOT 5C/1283, SECTOR-10, CDA · Cuttack, Odisha 753014 · India

  • San Francisco

    San Francisco, CA 94108 · United States

Got a question, challenge, or idea?

Fill out the form or pick a time on our scheduler.

30-min discovery call

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