Document AI Solutions

Intelligent Document AI That
Extracts, Understands & Automates

Offshore AI teams for OCR, extraction, classification, and ERP/CRM integration — dedicated or white-label.

TRUSTED BY BUSINESSES AND TECHNOLOGY PARTNERS WORLDWIDE
ISO 27001:2022Information Security Management
ISO 9001:2015Quality Management Systems
OFFSHORE DELIVERYIndia-Based Engineering Teams
WHITE-LABEL READYYour Brand. Our Delivery.
NDA & IP PROTECTEDConfidential Engagements
13+ YEARSProven Engineering Experience

TRUSTED BY PARTNERS & CLIENTS

GO ERP
Nuvento
Snapon
Jonians
Export Control Group
SP Marketplace
Bosch
Emscale
Link Innovation
Intellectt
GO ERP
Nuvento
Snapon
Jonians
Export Control Group
SP Marketplace
Bosch
Emscale
Link Innovation
Intellectt
DOCUMENT AI DEVELOPMENT CAPABILITIES

Build Intelligent Document AI Pipelines for Automated Workflows

Extend your engineering team with custom Document AI systems. We design extraction pipelines, integrate enterprise systems, and deliver scalable AI solutions via offshore and white-label delivery.

Intelligent OCR & Document Extraction

Extract structured data from invoices, contracts, forms, and mixed-format documents with high accuracy using Azure AI Document Intelligence and custom-trained models.

Multimodal Document Understanding

Process scanned PDFs, images, handwritten documents, and complex layouts using multimodal AI models that understand both text and visual structure.

ERP, CRM & Workflow Integration

Connect extracted document data directly to SAP, Dynamics 365, SharePoint, databases, and downstream business workflows through approved APIs and connectors.

Validation, Governance & Audit Trails

Implement confidence scoring, exception handling, human-in-the-loop review, and audit logging to ensure document AI solutions are accurate, compliant, and maintainable.

WHO WE HELP & WHERE WE OPERATE

Document AI Development for Businesses & Technology Partners

We empower tech companies, consultancies, agencies, and integrators with offshore engineering to design, build, and deliver intelligent document processing solutions via flexible white-label delivery.

Technology Teams Scaling Document AI Delivery

Scale engineering with dedicated specialists in document extraction, OCR, and intelligent processing pipelines.

Get development support for model training, extraction logic, validation workflows, and enterprise knowledge integration.

Consultancies Delivering Document Automation

Expand your advisory and client offerings with specialized engineering for document AI pipelines and integrations.

Deliver client projects with specialized development capacity while maintaining ownership of client relationships and project delivery.

Agencies Building Document-Powered Products

Embed intelligent document processing into client apps, platforms, and digital workflows without in-house overhead.

Integrate Document AI with APIs, knowledge sources, and business workflows to develop practical AI-powered experiences.

Integrators Connecting Document AI & Enterprise Systems

Bridge intelligent document pipelines directly into ERP, CRM, SharePoint, and legacy systems.

Get engineering support for extraction, integration, validation, and deployment within broader modernisation projects.

Partners Extending AI Engineering Capacity

Augment your portfolio with custom document workflows integrated across Azure AI and Microsoft platforms.

Access offshore engineering support for document AI pipelines, Azure AI Document Intelligence, and connected business applications.

Ready to deliver your next Document AI project?

EXPLORE DOCUMENT AI SOLUTIONS
GLOBAL REACH. LOCAL UNDERSTANDING.

Where Our Clients Are

We work with businesses and technology partners across 13+ countries, providing offshore engineering support to build, integrate, and scale Document AI solutions for diverse business needs.

USA
UK
Canada
Netherlands
Lithuania
UAE
India
Vietnam
Singapore
Australia
South Korea
WHAT WE BUILD

Document AI Solutions for
Intelligent Document Workflows

Build intelligent document processing systems from extraction and classification to integrations and governance—backed by offshore and white-label AI engineering.

01 — DOCUMENT ASSESSMENT & STRATEGY


Document Assessment
& Strategy


Assess document types, volumes, formats, and business workflows to identify high-value automation opportunities and define the extraction architecture, integrations, and governance requirements.

Identify high-value document automation use cases and define business requirements.
Evaluate data readiness, document quality, and technical feasibility.

02 — INTELLIGENT OCR & EXTRACTION


Intelligent OCR &
Data Extraction


Design and implement extraction pipelines using Azure AI Document Intelligence, custom OCR models, or multimodal AI to accurately extract structured data from diverse document types.

Select and configure suitable extraction models for each document type.
Implement extraction logic, field mapping, and confidence scoring.

03 — DOCUMENT CLASSIFICATION


Document Classification
& Routing


Build automated classification systems that identify document types, route them to the correct processing pipelines, and handle exceptions with human-in-the-loop review workflows.

Develop classification models trained on business-specific document categories.
Implement routing logic, exception queues, and review workflows.

04 — VALIDATION & QUALITY ASSURANCE


Data Validation &
Quality Control


Connect extracted document data with validation rules, cross-reference checks, and business logic to ensure accuracy before data flows into downstream systems.

Implement field validation, cross-document reconciliation, and error handling.
Configure human review queues for low-confidence or exceptional cases.

05 — ERP, CRM & ENTERPRISE INTEGRATION


Enterprise Integration &
Workflow Automation


Connect document AI pipelines with existing ERP, CRM, SharePoint, databases, and business tools so extracted data flows directly into approved workflows and systems.

Integrate SAP, Dynamics 365, SharePoint, and other supported enterprise systems.
Configure data mapping, workflow triggers, and inter-system communication.

06 — TESTING, SECURITY & GOVERNANCE


Testing, Security
& Governance


Validate extraction accuracy, integration reliability, and access controls before deployment to ensure the document AI solution behaves as intended across business-critical processes.

Test extraction accuracy, exception handling, and integration workflows.
Implement access controls, audit logging, and compliance monitoring.

07 — DEPLOYMENT & CONTINUOUS OPTIMISATION


Production Deployment
& Optimisation


Prepare document AI solutions for production with deployment support, performance monitoring, and iterative improvements aligned with business and accuracy requirements.

Support deployment, observability, and troubleshooting across the solution.
Refine extraction models using production data and operational feedback.
DOCUMENT AI SOLUTIONS SUCCESS STORIES
Document AI Systems Built for Intelligent Business Workflows

Explore how intelligent Document AI systems automate extraction, classification, and integration workflows, connecting document data directly to ERP, CRM, and business operations through Softree's offshore and white-label AI engineering services.

VIEW DOCUMENT AI SUCCESS STORIES
DOCUMENT AI TECHNOLOGY STACK

Technology Stack for Intelligent Document AI Solutions

Production-ready Document AI technology stack featuring top vision models, OCR frameworks, RAG architectures, and enterprise cloud integrations for scalable document processing.

28+ technologies across 7 technology layers

Azure AI Document Intelligence logoAzure AI Document IntelligenceAI Models & OCR
AWS Textract logoAWS TextractAI Models & OCR
Anthropic Claude Vision logoAnthropic Claude VisionAI Models & OCR
PyMuPDF logoPyMuPDFDocument Processing
PDFPlumber logoPDFPlumberDocument Processing
Azure AI Search logoAzure AI SearchRAG & Knowledge
Embedding Models logoEmbedding ModelsRAG & Knowledge
Azure OpenAI logoAzure OpenAICloud & AI Platforms
Python logoPythonData & Engineering
Databases logoDatabasesData & Engineering
Identity & Access Management logoIdentity & Access ManagementSecurity & Governance
Audit Logging logoAudit LoggingSecurity & Governance
REST APIs logoREST APIsIntegrations & APIs
ERP Integrations logoERP IntegrationsIntegrations & APIs
Google Document AI logoGoogle Document AIAI Models & OCR
OpenAI Vision logoOpenAI VisionAI Models & OCR
Custom OCR Pipelines logoCustom OCR PipelinesDocument Processing
Tesseract OCR logoTesseract OCRDocument Processing
LangChain logoLangChainRAG & Knowledge
Vector Databases logoVector DatabasesRAG & Knowledge
Microsoft Azure AI logoMicrosoft Azure AICloud & AI Platforms
Amazon Bedrock logoAmazon BedrockCloud & AI Platforms
FastAPI logoFastAPIData & Engineering
Data Pipelines logoData PipelinesData & Engineering
Role-Based Access Control logoRole-Based Access ControlSecurity & Governance
Monitoring logoMonitoringSecurity & Governance
SharePoint Connectors logoSharePoint ConnectorsIntegrations & APIs
Workflow Tools logoWorkflow ToolsIntegrations & APIs
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 Document AI 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 document processing pipelines across Azure AI Document Intelligence, OpenAI Vision, SharePoint, and modern cloud platforms.

05

Your Team, Extended

Work with Softree as an extension of your engineering organisation, 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 Businesses Worldwide

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 About Document AI Solutions

Common questions about Softree Document AI—extraction accuracy, document types, integrations, governance, and offshore delivery.

Question Answer:

Document AI Solutions use artificial intelligence to automate document-centric workflows — including extraction, classification, summarisation, and integration into downstream systems. Rather than manually reading PDFs, invoices, or contracts, AI models extract structured data at scale. Softree helps technology partners and businesses design and deliver these solutions using Azure AI Document Intelligence, custom OCR pipelines, and multimodal models, enabling clients to accelerate document processing without building every specialist capability in-house.

Question Answer:

Document AI can handle structured, semi-structured, and unstructured documents — including invoices, purchase orders, contracts, medical records, bank statements, onboarding forms, ID documents, shipping manifests, and more. Softree can help evaluate which document types are suitable for automation based on volume, format variation, and extraction accuracy requirements, then implement the appropriate solution using prebuilt or custom-trained models from Azure AI Document Intelligence or other providers.

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 B6-1628, 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

Same Calendly as our booking page · instant invite