Docparser is a cloud-based document data extraction tool that enables businesses to extract structured data from PDFs and other documents. It is particularly useful for automating data entry and processing tasks, as it can parse data such as invoices, receipts, purchase orders, and other forms into easily usable formats like JSON, Excel, or CSV. Docparser helps organizations eliminate manual data entry, reduce errors, and improve operational efficiency. When integrated with Frends iPaaS, Docparser can become part of a larger workflow, automating document processing and connecting it with other business systems such as ERP, CRM, or accounting platforms.

Business use cases

Automated invoice processing

Many organizations deal with large volumes of invoices, which require manual data entry into accounting or ERP systems. Frends can integrate with Docparser to automate this workflow. For example, when an invoice is uploaded to a specific folder in a cloud storage platform like Google Drive, Frends can trigger Docparser to extract key data (e.g., invoice number, date, total amount) and send this data to systems like SAP, QuickBooks, or Xero, ensuring fast and accurate processing.

Purchase order processing

Docparser makes it easy to extract critical information from purchase orders like SKU numbers, quantities, and supplier details. With Frends, this data can be automatically synchronized with procurement or inventory systems. For instance, Frends can monitor a shared email inbox for incoming purchase orders, send attached PDFs to Docparser for data extraction, and update the backend POS or ERP system with the parsed order data.

Validation and reconciliation workflows

Parsing data from documents often requires validation before being processed further. Frends can handle this by integrating with Docparser to validate extracted data against predefined business rules or external databases. For example, Frends workflows can verify supplier information from a parsed purchase order document against a master supplier database before inserting the data into the ERP system.

Integration with CRM systems

Sales-related documents such as contracts, quotes, or agreements can be processed using Docparser and synchronized with CRM systems via Frends. For example, when a signed sales contract is uploaded to Docparser, Frends can extract key fields (e.g., client name, contract value, expiration date) and update CRM systems such as Salesforce or HubSpot automatically. This ensures accurate customer data management and faster handoffs between teams.

Real-time expense report processing

Organizations that handle employee reimbursements typically process receipts submitted by team members. Frends and Docparser can streamline this process by automating receipt scanning and reconciliation workflows. For instance, employees can submit expense receipts via email or an app, and Frends can trigger Docparser to extract details such as vendor, amount, and payment method. This data can then flow into expense management tools or payroll systems for prompt reimbursements.

Document archiving with metadata

Docparser can extract metadata, such as document type, date, and relevant identifiers, which can then be used to automate archiving workflows. By integrating with Frends, businesses can ensure parsed documents are renamed, organized, and archived in a structured manner. For example, once Docparser processes a batch of sales invoices, Frends can rename the files based on extracted metadata and upload them to a cloud storage system or document management platform for future reference.

Compliance and auditing workflows

Document processing for compliance purposes can often involve large volumes of data stored in unstructured formats. Frends can pair with Docparser to automate compliance workflows by extracting and validating data from documents, generating reports, and archiving the data securely. For example, regulatory compliance reports for client agreements or tax filings can be automatically generated and stored by processing the relevant documents through Docparser and distributing the results via Frends workflows.

Multi-location inventory management

Retailers or logistics companies that handle invoices, shipping manifests, or delivery receipts can use Docparser to parse data from scanned documents. Frends can integrate these workflows to update inventory systems in real time. For instance, when a delivery receipt is uploaded, Frends can trigger Docparser to extract product and quantity data and update inventory levels in a centralized system.

Automated contract management

Legal or procurement teams handling contracts can integrate Docparser with contract management systems via Frends. For example, key data such as contract terms, renewal dates, and financial details can be extracted using Docparser and entered into contract lifecycle management tools. Frends can also set up reminders or follow-up actions triggered by parsed data, such as notifying a manager before a contract expires.

Payment and billing data extraction

Organizations handling customer payments or recurring billing statements can use Docparser to extract billing and payment data. Frends can integrate Docparser with payment platforms or customer accounting systems. For example, payment statements or receipts uploaded to a cloud drive can be processed via Docparser, and the parsed data can be reconciled with billing records in Stripe, SAP, or other financial platforms via Frends workflows.

KPI reporting and analytics

Docparser can extract key performance indicators (KPIs) from forms or reports, while Frends workflows can push the data into analytics platforms for visualization. For example, monthly financial documents from different departments can be processed through Docparser, and the extracted data, such as department expenses or profits, can be aggregated into Power BI or Tableau using Frends for real-time dashboard updates.

Integration with e-commerce platforms

For e-commerce businesses, processing order confirmations or invoices from suppliers is a key task. Frends can automate the workflow where supplier invoices or order confirmations are sent to Docparser for data extraction, and the parsed data is used to update e-commerce platforms like Shopify, Magento, or custom systems with order details to streamline inventory updates or procurement workflows.

Scanning and distributing legal documents

Legal practices or corporate legal departments that process contracts, affidavits, or agreements can automate workflows using Docparser and Frends. For instance, when a legal document is submitted, Docparser can extract case numbers, party names, and deadlines. Frends can then upload the data to practice management systems and notify team members about upcoming case actions.

Custom document workflows for IoT and manufacturing

Industries such as IoT and manufacturing often work with hardware specifications or operational manuals in PDF format. Frends can automate workflows with Docparser to parse data from such documents and feed it into connected IoT devices, machine monitoring systems, or maintenance schedules. For example, extracting maintenance schedules from a manufacturing document and updating an equipment lifecycle management system can improve operational efficiencies.