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Choose a document processing vendor on evidence, not demos.
The Document Processing Vendor Evaluation Guide: 44 checks across nine areas, with a column for each vendor, so you can compare up to three side by side on what matters after you sign.
- Score each vendor on your own documents, not their samples.
- Find the gaps that are hardest to fix later: accuracy, review, and security.
- Print it or save it as a PDF to use in vendor meetings.
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What's inside
Nine areas, 44 checks.
Written for operations, document processing, and IT leaders choosing intelligent document processing for regulated work. Vendor-neutral: it works for any vendor, including us.
New to the category? Start with what intelligent document processing is and how it works.
- 01
Fit for your documents
A vendor that excels at invoices may struggle with loan files, claims packets, or court filings.
- 02
Accuracy you can verify
Published accuracy figures are measured on someone else’s documents.
- 03
Human review
No model is right every time; what matters is what happens when it isn’t sure.
- 04
Integration and data delivery
Extracted data is only useful where your operation already works.
- 05
AI models and governance
Models improve quickly; you shouldn’t have to rebuild to benefit, or lose control when they change.
- 06
Security and compliance
Documents in regulated operations carry personal and financial data.
- 07
Operations at scale
A pilot of 100 documents doesn’t show how month-end feels.
- 08
Configuration and ownership
Who can change the setup decides how fast you can adapt.
- 09
Commercial terms and the vendor
The cheapest per-page price can be the most expensive contract.
Preview
Accuracy you can verify
Published accuracy figures are measured on someone else’s documents.
- Agrees to a proof of concept on a sample of your documents, with accuracy measured per field against your answer key.
- Returns a confidence score for every extracted value, not only for the document as a whole.
- Lets you see the source location of each value (page and region) to check it.
… and 41 more checks in the full guide, each with a column for up to three vendors.