48% of respondents say they struggle to find documents quickly, while 47% find their company’s online filing system confusing and ineffective. The consequence is wasted time, lost productivity across business processes, and more human errors.
An Intelligent Document Processing (IDP) software helps fix this by removing the need for manual document handling.
It automatically pulls key information from unstructured files and transforms it into organized, usable data. This means your team spends less time searching and more time working with accurate information that flows smoothly into your existing systems.
In this article, you’ll find a roundup of the top IDP software options that can simplify document-heavy tasks, cut down repetitive data entry, and integrate with the tools you already use.
11 Best IDP Software for Document Automation
- Top 10 IDP Software At a Glance
- What Should You Look for in IDP Software?
- The 11 Best IDP Software
- 1. ClickUp (Best for workflow routing and document collaboration across teams)
- 2. ABBYY (Best for AI-powered data extraction and process intelligence)
- 3. UiPath (Best for combining IDP with robotic process automation)
- 4. IBM Datacap (Best for enterprise-grade multichannel capture
- 5. Microsoft Azure (Best for flexible enterprise-grade AI document workflows)
- 6. Document AI (Best for flexible generative AI-powered extraction)
- 7. Appvia (Best for secure cloud-native transformation and developer self-service)
- 8. Rossum (Best for AI-first paperless workflows)
- 9. Infrrd (Best for SLA-driven no-touch document processing)
- 10. Docsumo (Best for touchless workflows and high-volume document extraction)
- 11. Nanonets (Best for flexible AI workflows and high-accuracy data capture)
- Additional Helpful Tools
Summarize this article for me pleaseTop 10 IDP Software At a Glance
Here’s a quick comparison of the top IDP software solutions to help you choose the right fit based on a few key features, additional features, pricing, and user ratings.
| Tool | Best For | Key Features | Pricing* |
| ClickUp | AI-driven document management, Automated workflows, and team collaboration | AI document creation, contextual assistance, OCR integration, automations, templates | Free plans; customizations for enterprises |
| ABBYY | AI-powered data extraction and process intelligence | Pre-trained AI, multilingual OCR, process mining, plug-and-play skills | Custom pricing |
| UiPath | Combining IDP with RPA | End-to-end bots, human-in-loop validation, custom models, no-code tools | Paid plans starting from $25/month per user |
| IBM Datacap | Enterprise-grade multichannel capture | NLP, ML extraction, role-based redaction, cloud/on-prem deployment | Custom pricing |
| Microsoft Azure | Flexible enterprise AI document workflows | Prebuilt & custom models, Power Automate, security compliance | Custom pricing |
| Google Document AI | Generative AI-powered extraction | Ready processors, custom tools, BigQuery/Vertex AI integration | Custom pricing |
| Appvia | Secure cloud-native developer self-service | Guardrails, Kubernetes orchestration, multi-cloud visibility | Custom pricing |
| Rossum | AI-first paperless workflows | Template-free capture, validation, low-code extensions, and integrations | Custom pricing |
| Infrrd | SLA-driven no-touch processing | 24/7 processing, AI validation, smart image detection | Custom pricing |
| Docsumo | Touchless workflows and high-volume extraction | Smart tables, pre-trained models, custom workflows, real-time dashboard | Paid plans starting from $199/month per user |
| Nanonets | Flexible AI workflows, high accuracy | AI OCR, no-code decision engines, integrations, fast ROI | Custom pricing |
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Summarize this article for me pleaseWhat Should You Look for in IDP Software?
In any workplace, employees need quick, reliable access to information. But without intelligent document processing, teams spend a lot of time hunting through disorganized files.
In fact, nearly two in three employees have had to recreate a document they couldn’t find, and many spend over four hours a week searching for digital files.
The right IDP software reduces this waste by using machine learning, natural language processing, and optical character recognition to automate process documentation, classify files, and extract relevant data accurately.
When choosing an intelligent document processing solution, look for these document automation software features:
- Accurate data extraction for structured and unstructured data
- Easy integration with existing systems and other business systems
- Strong security features to protect sensitive data
- Scalable automated document processing for large volumes
- Simple setup and user-friendly workflows to reduce manual document processing
🧠 Did You Know? 66% of organizations are already piloting automation. Workflow Automation Examples and Use Cases shows you how to automate everyday tasks so your team can spend less time on busywork and more time on what matters.
Summarize this article for me pleaseThe 11 Best IDP Software
Want to stop drowning in outdated manual data entry?
Here are the top 11 IDP software programs that will keep your business moving forward with automated document processing.
1. ClickUp (Best for workflow routing and document collaboration across teams)
A Reddit user puts it perfectly when describing the ideal IDP software:
That’s precisely what ClickUp offers.
As the world’s first converged AI Workspace, ClickUp combines intelligent document processing, AI-powered content, and automated workflows. It also offers powerful integrations so teams can handle both structured and unstructured data.
Create and share AI-powered documents with ClickUp Docs
ClickUp Docs, powered by ClickUp Brain, turns static files into intelligent documents.
Teams can use natural language processing to generate drafts, summarize lengthy project updates, or rewrite dense technical text into clear instructions everyone understands.
For example, a product team can turn sprint notes into structured project documentation in minutes. Similarly, a support team can instantly create knowledge base articles from repetitive queries.
Get contextual assistance with ClickUp Brain
Beyond content generation, ClickUp Brain offers contextual services that surface relevant information right when you need it.
Whether you’re drafting a document, reviewing a project, or searching for answers, ClickUp Brain can pull in related tasks, comments, and resources from across your workspace, reducing that sweet time spent hunting for details.
Here’s a video on how you can get answers to your questions in seconds in ClickUp Brain:
And ClickUp becomes more powerful with Brain Max, with it you can:
- Unified search: Instantly find contracts, invoices, and critical documents across ClickUp, Google Drive, SharePoint, and all your connected apps, plus the web
- Talk to text: Use voice commands to upload, organize, and retrieve documents hands-free, making document processing faster and more accessible
- All-in-One AI solution: Replace multiple disconnected tools like ChatGPT, Claude, and Gemini with a single, enterprise-ready platform that understands your workflows and automates repetitive document tasks
Brain MAX is the AI Super App that truly understands you, because it knows your work. Ditch the AI tool sprawl, use your voice to get work done, create policy documents, assign tasks to team members, and more. It is your contextual desktop companion, designed to streamline document management and boost productivity.
Automate your workflows using ClickUp Automations and AI Agents
Manual handoffs, lost files, and repetitive updates can drag down business processes. ClickUp Automations handle routine steps automatically. A submitted document can trigger reviews, approvals, or stakeholder alerts without any manual interventions.
Imagine a finance team processing hundreds of expense reports. With ClickUp, when a scanned invoice enters the system, automation can assign it to finance, tag it with due dates, and update the payment status once approved. Yes, it’s that easy!🚀
💡 Pro Tip: ClickUp also features automated AI agents that can handle repetitive processes, answer questions, and even trigger actions based on document content or user queries. These agents work in the background to proactively suggest and implement next steps.
This allows teams the opportunity to focus on higher-value work while routine tasks and information retrieval are managed automatically.
Try OCR integration with ClickUp Custom Fields
ClickUp integrates easily with OCR tools through Google Drive, Zapier, or other connected apps. Teams can scan paper documents or bank statements, extract key data with OCR, and push that data directly into ClickUp Tasks or ClickUp Custom Fields for tracking.
A legal team, for example, can store scanned contracts and automatically capture dates, parties, and conditions as searchable fields within ClickUp.
Get your work done easily with ClickUp’s knowledge management and Connected Search
A key challenge in IDP is not just extracting data, but making it instantly accessible and actionable for teams. ClickUp Connected Search bridges this gap by:
- Federated search: Instantly searching across all uploaded documents, extracted data, and related tasks or workflows
- Contextual Q&A: Users can ask natural language questions (e.g., “Show me all invoices from Vendor X in Q2”) and get direct answers, not just document lists
- Integrated knowledge: Connects extracted document data with project tasks, comments, and knowledge bases, so teams can act on insights without switching tools
💡 Pro Tip: Creating documents is great. But turning them into long-term, reliable knowledge is what differentiates the best from the good. Want to be the former? Then turn to ClickUp’s Knowledge Management capabilities.
ClickUp best features
- Turn scattered notes into polished docs with AI-powered writing and smart summaries
- Surface-related tasks and comments instantly with ClickUp Brain’s contextual assistance
- Automate document routing, approvals, and task handoffs with easy document management workflows
- Integrate OCR tools to capture key data from paper or scanned documents
- Use templates like the Process Plan Document to standardize steps, owners, and revisions
ClickUp limitations
- Needs third-party OCR for full data extraction
- Advanced automations have a learning curve
ClickUp pricing
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews
- G2 4.7/5 (9,400+ reviews)
- Capterra 4.6/5 (4,000+ reviews)
What users have to say about ClickUp
This G2 user noted:
💡Pro Tip: Are you tired of hunting through messy file versions? The “Why Is Document Version Control Important?” blog shows you how to keep every document organized and up to date so your team never wastes time guessing which file is final.
2. ABBYY (Best for AI-powered data extraction and process intelligence)
Manual document processing slows teams down when you’re dealing with invoices, claims, or customer paperwork in dozens of formats and languages. ABBYY helps companies replace repetitive data entry tasks with automated data extraction.
For example, an accounts payable team can use ABBYY Vantage to capture invoice data automatically, match it to purchase orders, and flag exceptions for review. Insurers can process thousands of claims faster by classifying forms, pulling key details like claim numbers, and routing them to the right manager with minimal manual touchpoints.
ABBYY pairs this with process intelligence, so operations leaders can see exactly where bottlenecks happen and fix them.
ABBYY best features
- Automate invoice processing, onboarding, and claims by extracting data from any document type
- Pre-trained AI models handle different formats, languages, and handwriting with high accuracy
- Combine process mining with IDP to find delays, hidden costs, and ways to streamline workflows
- Use the ABBYY Marketplace to download plug-and-play document skills and get started fast
- Turn paper documents and scanned files into structured data ready for your core systems
ABBYY limitations
- May need a specialist setup for custom workflows
- Optimal only when paired with broader automation projects
ABBYY pricing
- Custom pricing
ABBYY ratings and reviews
- G2 4.5/5 (340+ reviews)
- Capterra 4.7/5 (420+ reviews)
What users have to say about ABBYY
This G2 user highlighted:
📖 Also Read: How to Use AI for Documentation
3. UiPath (Best for combining IDP with robotic process automation)
Teams drowning in repetitive paperwork and disconnected apps often struggle to scale automation when document data still needs manual checks. UiPath tackles this head-on with Document Understanding, a module that blends intelligent document processing, AI, and robotic process automation (RPA) in one secure platform.
For example, an insurance company handling high volumes of claim forms can deploy UiPath’s robots to read scanned submissions and extract key details like policy numbers, claim amounts, and customer information. Any discrepancies can be flagged for quick human review.
Similarly, healthcare providers can use the PDF parser to capture patient records from mixed formats and automatically route them to the right team, cutting admin backlogs.
UiPath best features
- Automate complex workflows end-to-end by combining RPA bots with intelligent document processing software
- Use AI-powered models to handle unstructured data, handwritten forms, and scanned files
- Validate exceptions with Action Center so teams can handle edge cases without breaking automation flows
- Build and train custom document models fast, with no-code tools for business users
- Integrate seamlessly with CRMs, ERPs, and other business systems for straight-through processing
UiPath limitations
- Requires upfront time to train custom extraction models
- Can feel complex for teams with no RPA experience
- Some advanced AI add-ons may need separate licensing
UiPath pricing
- Basic plan: $25/month per user
- Standard: Custom pricing
- Enterprise: Custom pricing
UiPath ratings and reviews
- G2 4.6/5 (7,000+ reviews)
- Capterra 4.6/5 (700+ reviews)
What users have to say about UiPath
This Reddit review shared:
📮ClickUp Insight: 30% of workers believe automation could save them 1–2 hours per week, while 19% estimate it could unlock 3–5 hours for deep, focused work.
Even those small time savings add up: just two hours reclaimed weekly equals over 100 hours annually—time that could be dedicated to creativity, strategic thinking, or personal growth.
With ClickUp’s AI Agents and ClickUp Brain, you can automate workflows, generate project updates, and transform your meeting notes into actionable next steps—all within the same platform. No need for extra tools or integrations—ClickUp brings everything you need to automate and optimize your workday in one place.
💫 Real Results: RevPartners slashed 50% of their SaaS costs by consolidating three tools into ClickUp—getting a unified platform with more features, tighter collaboration, and a single source of truth that’s easier to manage and scale.”
4. IBM Datacap (Best for enterprise-grade multichannel capture
Paper-heavy industries still spend too much time rekeying forms and routing scanned files across disconnected systems.
So, what does IBM Datacap do differently? It merges intelligent document processing, machine learning, and natural language processing to capture, classify, and route all types of documents.
For example, a claims processing team can snap photos of handwritten forms on a tablet and let Datacap’s AI extract key data fields with role-based redaction for privacy. The processed data then flows directly into their case management system.
IBM Datacap best features
- Support multichannel capture from scanners, email, mobile, and apps
- Use NLP and machine learning to extract data from complex or unfamiliar layouts
- Apply role-based redaction to protect sensitive data during processing
- Integrate clean data directly with other IBM business automation tools
- Deploy in the cloud with Datacap on Cloud for flexible scale
IBM Datacap limitations
- May require advanced configuration for industry-specific workflows
- Can feel heavy for smaller teams needing only basic document processing
- Integration beyond the IBM ecosystem may need extra setup
IBM Datacap pricing
- Custom pricing
IBM Datacap ratings and reviews
- G2: 4.1/5 (50+ reviews)
- Capterra: Not enough reviews
What users have to say about IBM Datacap
This G2 review captured:
👀 Fun Fact: The very first known attempt at “document processing” dates back to the 1800s, when Christopher Sholes, the inventor of the typewriter, wanted to speed up handwritten documentation. The QWERTY keyboard layout you still use today was originally designed to slow typists down so keys wouldn’t jam.
5. Microsoft Azure (Best for flexible enterprise-grade AI document workflows)
Some companies need tight control over how and where documents are processed. Microsoft Azure gives you that control. You can run AI-powered document extraction in the cloud, on-premises, or at the edge, depending on your security and compliance needs.
Azure AI Document Intelligence combines ready-made templates for receipts and invoices with tools to build your own custom models. You can adapt the extraction for specific industries, formats, or languages. Plus, teams can connect extracted data to Power Automate and Azure Search to build complete end-to-end workflows.
Microsoft Azure best features
- Run AI document extraction in the cloud or on local servers
- Start fast with prebuilt templates or train custom models
- Connect document data to Microsoft Power Automate and Azure Search
- Apply security and compliance at every stage
- Scale processing up or down based on workload
Microsoft Azure limitations
- Costs can rise fast if usage spikes
- Complex custom setups need experienced developers
- The Azure portal can feel overwhelming for new users
Microsoft Azure pricing
- Custom pricing
Microsoft Azure ratings and reviews
- G2: 4.4 (2,080+ reviews)
- Capterra: 4.6 (1,920+ reviews)
What users say about Microsoft Azure
This Capterra review featured:
6. Document AI (Best for flexible generative AI-powered extraction)
Poor data quality hurts nearly every business—yet only a fraction makes it a priority. In a recent survey, 91% of data professionals said bad data affects performance, but just 23% said it’s a real focus area.
Google Document AI tackles this gap by transforming messy, unstructured files into clean, structured data you can trust.
Teams can start fast with ready-made processors for invoices, paystubs, or ID cards, or build custom models with just a handful of examples. Results feed straight into BigQuery for deep analytics or plug into workflows through Vertex AI and other Google Cloud tools.
What makes it stand out is the tight integration with Google’s broader AI ecosystem. Teams can benefit from enterprise-grade OCR in more than 200 languages, top-notch handwriting recognition, and a straightforward approach to developing intelligent document applications.
Google Document AI best features
- Start with prebuilt processors for common forms
- Use Workbench to build custom extraction tools with minimal training data
- Connect to BigQuery and Vertex AI for advanced analytics
- Strong OCR with handwriting recognition in 50+ languages
- Easy to deploy via API or Google Cloud Console
Google Document AI limitations
- Lacks heavy-duty batch processing for large files
- Less specialized than dedicated IDP vendors
- Automation beyond capture often requires extra setup with other tools
Google Document AI pricing
- Custom pricing
Google Document AI ratings and reviews
- G2: 4.2 (35+ reviews)
- Capterra: Not enough reviews
What users say about Google Document AI
This G2 review noted:
👀 Fun Fact: NASA has used advanced document processing techniques since the 1960s to digitize handwritten astronaut notes, mission logs, and flight plans, preserving millions of pages of space history.
📚 Also Read: Best PSA Software to Automate Business Processes
7. Appvia (Best for secure cloud-native transformation and developer self-service)
Appvia helps organizations unlock modern cloud operations without losing control or sleep. Its core focus is to make complex cloud infrastructure simple and secure.
With Wayfinder (Appvia’s self-service internal developer platform), your developers can deploy and manage cloud resources on demand while your platform team maintains tight guardrails.
Appvia best features
- Enable secure self-service for developers with clear guardrails
- Centralized control and visibility across multiple cloud providers
- Automate Kubernetes cluster deployment and document lifecycle management
- Upskill teams with hands-on support and knowledge transfer
- Reduce deployment times while meeting strict security standards
Appvia limitations
- May require custom setup for highly complex hybrid environments
- Limited community reviews compared to bigger cloud players
- Best results often rely on using Appvia’s consultancy alongside the platform
Appvia pricing
- Custom pricing
Appvia ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What users have to say about Appvia
This G2 review shared:
📖 Also Read: Best Writing Assistant Software With AI
8. Rossum (Best for AI-first paperless workflows)
Many businesses still drown in paper. Nearly half of small and midsize companies, to be exact. But Rossum helps close that gap.
Rossum’s AI-first, cloud-native platform captures, validates, and pushes clean data directly into your systems. Fewer errors and faster workflows allow your teams to focus on work that moves the business forward without rigid templates or wasted hours.
Rossum best features
- Capture data from transactional documents without predefined templates
- Automate approvals, supplier follow-ups, and data validation with AI agents
- Scale end-to-end document workflows securely, from pre-processing to post-processing
- Integrate easily with SAP, Coupa, NetSuite, Workday, Microsoft Dynamics, and more
- Manage the platform through low-code extensions, microservices, and turnkey SaaS
Rossum limitations
- May require change management for teams new to IDP
- Customization needs can extend deployment for niche cases
- A fully template-free approach might need training for unusual documents
Rossum pricing
- Custom pricing
Rossum ratings and reviews
- G2: 4.5/5 (110+ reviews)
- Capterra: Not enough reviews
What users have to say about Rossum
This G2 review featured:
9. Infrrd (Best for SLA-driven no-touch document processing)
Infrrd goes beyond traditional OCR by offering no-touch, SLA-driven intelligent document processing. What does this look like? Picture an enterprise HR team managing hundreds of employee records, contracts, and compliance documents every week under tight deadlines.
Instead of staff spending hours checking for missing details or manual data entry errors, Infrrd’s AI automates extraction, validation, and routing from start to finish.
Infrrd best features
- Deliver SLA-bound data extraction with zero manual intervention
- Handle over 1,000 document types in 22+ languages with <0.1% error rate
- Automate end-to-end workflows with AI agents and custom extraction rules
- Enable smart image detection and live document chat for real-time insights
- Scale operations securely with always-on 24/7 processing
Infrrd limitations
- May require upfront time to customize complex extraction rules
- Pricing is custom, so budget planning needs direct consultation
- Smaller teams might find full-scale deployment more advanced than needed
Infrrd pricing
- Custom pricing
Infrrd ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What users have to say about Infrrd
This G2 review highlighted:
10. Docsumo (Best for touchless workflows and high-volume document extraction)
Docsumo eliminates copy-paste fatigue and repetitive data entry by transforming unstructured documents into clean, structured tables. Imagine an operations team handling stacks of vendor contracts and monthly expense reports across multiple departments.
Rather than getting buried in tedious data entry, they can use Docsumo’s AI to capture key details, flag anomalies for quick review, and organize everything in structured, searchable formats. This means faster approvals, fewer manual errors, and more time for teams to focus on higher-value tasks.
Docsumo best features
- Automate complex data extraction for invoices, bank statements, pay slips, and more
- Convert messy, unstructured data into Excel-like tables ready for analysis
- Handle scanned PDFs, images, long documents, and handwritten forms
- Train custom models or use 100+ pre-trained models for industry-specific use cases
- Build custom workflows with validation rules, exception handling, and integrations
- Get real-time dashboards, audit logs, and advanced search for total data visibility
Docsumo limitations
- Some users note a learning curve when customizing extraction models
- Implementation for highly variable documents can take extra setup time
- Full benefit needs upfront examples and clear process planning
Docsumo pricing
- Starter: $199/month per user
- Growth: $499/month per use
- Enterprise: Custom pricing
Docsumo ratings and reviews
- G2: 4.8/5 (50+ reviews)
- Capterra: Not enough reviews
What users have to say about Docsumo
This G2 review marked:
📖 Also Read: Free SOP Templates & Formats
11. Nanonets (Best for flexible AI workflows and high-accuracy data capture)
Nanonets is designed for teams that want to automate tedious document processing without rigid templates or complex IT support. Whether you’re automating accounts payable, claim processing, or order reconciliation, Nanonets combines OCR, machine learning, and no-code workflows.
This lets your team capture data from messy documents and move it straight into your CRM, ERP, or any system of record.
Nanonets best features
- Extract data from invoices, POs, ID cards, receipts, and more with advanced AI OCR
- Automate complex document workflows with no-code decision engines
- Integrate easily with tools like Slack, Salesforce, Dropbox, or Microsoft Dynamics
- Validate, flag, or enrich data automatically before exporting to downstream systems
- Deliver measurable ROI fast, with an average 3.5x return in just six months
Nanonets limitations
- May require upfront time to fine-tune workflows for complex or legacy document layouts
- Manual review might still be needed for edge cases or rare formats
Nanonets pricing
- Custom pricing
Nanonets ratings and reviews
- G2: 4.8/5 (90+ reviews)
- Capterra: 4.9/5 (80+ reviews)
What users have to say about Nanonets
This G2 review shared:
💡Pro Tip: Struggling to get everyone on the same page? What is team collaboration? 10 effective strategies for your team blog breaks down simple ways to inspire teamwork so your projects move faster and smarter together.
Summarize this article for me pleaseAdditional Helpful Tools
If you’re exploring even more ways to automate document workflows, here are three more intelligent document processing tools worth considering alongside the main leaders we covered:
- Hyperscience: Uses AI to automate document classification and data extraction while keeping humans in the loop for exception handling
- Kofax TotalAgility: Combines IDP with process orchestration, workflow automation, and RPA for advanced invoice processing
- Amazon Textract: Detects printed text, handwriting, tables, and key-value pairs without needing predefined templates
Summarize this article for me pleaseAutomate Smarter, Work Faster—The ClickUp Advantage
From misplaced files to hours wasted on repetitive data entry, teams everywhere lose valuable time and accuracy every single day.
Intelligent document processing (IDP) software changes the narrative with clean, searchable, actionable data. However, while many IDP tools automate data extraction or speed up approvals, they often fail to connect your documents with the rest of your daily work.
That’s the gap ClickUp fills.
ClickUp brings intelligent document processing, AI-powered writing, automated routing, and collaborative workflows into one unified workspace. No more bouncing between disconnected apps, worrying about version control, or hunting for lost information.
Ready to reclaim your time? Sign up for ClickUp today!
Everything you need to stay organized and get work done.
