Built for Real-World Business Processes
Inconsistent Vendor Formats
ClearPath IQ is designed to ingest documents regardless of layout, structural variation, or vendor-specific nuances.
Multi-Page Documents
Accurately process complex, high-volume files without losing data integrity across page breaks or attachments.
Missing or Incomplete Fields
Handle incomplete data gracefully with intelligent field inferencing and automated flags for human review.
Exception-Heavy Workflows
Automation that understands PO vs Non-PO logic, multi-level approvals, and complex compliance requirements.
What ClearPath IQ Automates
AP Automation
Capture and validate financial data at the source with seamless ERP sync.
Packing Slips & Receiving
Automate shipping documentation for faster receiving and inventory counts.
Purchase Orders
Extract and validate PO details automatically to reduce procurement errors.
EDI & Trading Partner Workflows
Streamline complex multi-partner document exchanges with total visibility.
Chain of Custody
Track high-value assets across supply chain ecosystems with full traceability.
LIMS Integration
Seamlessly push laboratory and operational data into your core systems.
Quality Assurance Forms
Standardize QA extraction for reliable, workflow-ready audit trails.
And More
Position ClearPath IQ as your configurable doc intelligence layer for any doc type.
How It Works
1
Capture
Ingest documents from any source—email, portal uploads, or API integrations—to start the automation lifecycle.
2
Classify
Intelligently identify document types—invoices, packing slips, or QA forms—and determine the correct process path.
3
Extract
Go beyond OCR to pull header, line-item, and complex data fields from messy, inconsistent formats.
4
Validate
Apply business rules and logic to cross-reference data with your ERP or Salesforce environment for accuracy.
5
Review
Human-in-the-loop exception routing ensures that edge cases are handled without stopping the entire workflow.
6
Integrate
Inject validated, workflow-ready data directly into Salesforce, Certinia, or your enterprise ERP system.
Key Benefits
Reduce Manual Entry
Achieve up to 90% less manual data entry with intelligent capture.
Improve Accuracy
Validated extraction ensures 100% reliable data for downstream systems.
Accelerate AP/QA
Faster cycle times from document intake to business action.
Increase Visibility
Real-time tracking of every document through the entire workflow.
Strengthen Compliance
Audit-ready logs and automated business rule enforcement.
Enterprise Integration
Native support for Salesforce, Certinia, ERP, and LIMS ecosystems.