Use cases for industries

Typical document types users scan

GenialAI OCR automatically extracts the data you want in any kinds of formats and develops a spreadsheet for your validation, but typically, here are the examples.

  • Invoices

    GenialAI OCR helps summarize the essential information, such as supplier name, item, quantity, delivery date, due dates and so on with a variety of formats.

  • Forms

    From purchase order to registration form, GenialAI OCR will pull out the data you need and generate a spreadsheet to enable you to compare and check the contents.

  • Contracts

    From basic purchase agreement to general terms and conditions, GenialAI OCR flexibly extracts the data to summarize the critical contract information easily and quickly.

  • Receipts

    Instead of manually retyping item names and amounts, GenialAI OCR picks up the necessary information for your expense report.

  • Accounting
    Accounting
    GenialAI OCR makes it easier to validate entries to your procurement system.
    1. Suppliers issue invoices based on their deliverables or performance.
    2. Customer's accounting team registers the expenses on the book, and uploads the invoices to GenialAI OCR.
    3. By comparing the journal entries with the OCR results, accounting manager reviews registered data, such as name, bank information, and payment date.
    With GenialAI OCR, you don't have to struggle with receipts and tickets every month.
    1. Employees collect the receipts from their business trip and upload the receipts to GenialAI OCR.
    2. They review the OCR results and upload into the expense system to get approval from their supervisors.
    3. Supervisors reviews the expense report ant receipts to approve their reimbursement.
    GenialAI OCR digitizes company names, personnel, addresses and bank account data.
    1. Supplier's sales upload to GenialAI OCR the their financial data, company overview, basic sales agreement, bank information, and EDI agreement.
    2. Customer's accounting team reviews the OCR results.
    3. The accounting team gathers the OCR results of the financial data to analyze for credit control.
    4. They upload the OCR results to the CRM to start making a transaction with the supplier.
    GenialAI OCR creates tables to automate three-way match with your spreadsheet software.
    1. Accounting team uploads purchase orders, packaging slips, and invoices to GenialAI OCR.
    2. The team reviews the OCR results.
    3. They process the OCR results to agree the three types of documents.
    GenialAI OCR extracts terms like applicable price table and FOB/CIF.
    1. When the customers place purchase orders to suppliers, they often attach general terms and conditions.
    2. Suppliers upload the customers' general terms and conditions to GenialAI OCR.
    3. Suppliers review the OCR results.
    4. If necessary, suppliers share their general terms and conditions via GenialAI OCR for counter negotiation.
    5. The customers and suppliers store the signed general terms and conditions on GenialAI OCR to clarify the effective date, scope, and conditions of the agreement.
  • Healthcare
    Healthcare
    GenialAI OCR prepares patient demographics, insurance information, patient eligibility and benefit information with the registration form.
    1. New patients fill out the registration forms.
    2. Medical assistants upload the forms to GenialAI OCR.
    3. Medical assistants review the OCR results.
    4. GenialAI OCR converts the forms to a spreadsheet, including:
      • - Name, Date of birth, Gender, Ethnicity, Blood type
      • - Allergies, Major diagnoses, Major medical history
      • - Phone, Address, Emergency contact, Family doctor
      • - Guarantor, Primary insurance/Medicaid subscriber, Employer
      • - Insurance provider, Insurance effective date, Insurance plan type
      • - Co-payment, Deductible, Co-insurance, Other out-of-pocket expense
      • - Benefits for treatment, Out-of-network benefits/financial responsibilities
    GenialAI OCR shares prescriptions in PDF and spreadsheet format between doctor's office and a pharmacy.
    1. Doctors write prescriptions after diagnosis.
    2. Medical assistants upload the prescriptions to GenialAI OCR.
    3. GenialAI OCR extracts medication names, quantities and other necessary information on prescriptions for a pharmacy.
    4. Medical assistants review the OCR results.
    5. Pharmacy's technician processes and files prescription order.
    6. Pharmacist checks the order with the OCR results for correct medication.
  • Manufacturing
    Manufacturing
    GenialAI OCR shares product specifications and converts to spreadsheets.
    1. Sales or engineers receive the specification or bill of materials from the customers.
    2. Engineers uploads the documents to GenialAI OCR.
    3. They review the OCR results.
    4. GenialAI OCR converts the results to spreadsheets.
    5. Based on the spreadsheets, engineers develop material lists or process lists.
    6. They share the lists with internal members to get ready for the production.
    GenialAI OCR reads digits and names from drawings and shares them with your team.
    1. Sales or engineers receive the drawing for new products from the customers.
    2. Engineers uploads the drawings to GenialAI OCR.
    3. They review the OCR results.
    4. GenialAI OCR converts the results to spreadsheets.
    5. Based on the spreadsheet, engineers develop material lists or process lists.
    6. They share the lists with internal members to get ready for the production.
  • Retail
    Retail
    GenialAI OCR makes it easier to validate entries to your sales management system.
    1. The supplier receives purchase orders from the customer via FAX.
    2. The supplier uploads the purchase orders to GenialAI OCR.
    3. GenialAI OCR extracts data from the orders, such as:
      • Company Name, Company Address
      • Delivery date, Type of delivery, Delivery Address
      • Trading Term
      • Items, Quantity
    4. The supplier reviews the OCR results.
    5. The supplier checks the inventory and issues order acceptance letters.
    GenialAI OCR helps inbound material inventory management.
    1. The recipients receive the material from the supplier.
    2. The recipients uploads the shipping documents to GenialAI OCR.
    3. They review the OCR results.
    4. With the OCR results, they compare purchase orders, shipping documents, and invoices to validate:
      • Actual items
      • Actual quantity
      • Company
      • Delivery date
      • Purchase Order Number
      • Type of delivery
    5. If the material is what they ordered, they upload the OCR results on the system.
    GenialAI OCR helps outbound product inventory management.
    1. Inventory management team receives shipping requests from sales
      (originally from customers).
    2. The team uploads the requests to GenialAI OCR.
    3. They review the OCR results.
    4. With the OCR results, the team compares the order and existing inventory data to answer the delivery date.
  • Logistics
    Logistics
    GenialAI OCR reads Air Waybill and other shipping documents, attached to the packages, and summarizes them to a spreadsheet.
    1. Warehouse management team receives packages from senders.
    2. The management team scan the attachments with Adobe Scan or other app.
    3. The team uploads the PDF documents to GenialAI OCR.
    4. They review the OCR results.
    5. With the OCR results, the team compares the order and the attached documents.
    GenialAI OCR extracts supplier name, item, quantity, delivery date, due dates and so forth from invoices in various formats.
    1. Suppliers and service providers issue invoices for packaging, delivery service, and so forth.
    2. Warehouse accounting team registers the expenses on the book, and uploads the invoices to GenialAI OCR.
    3. By comparing the journal entries with the OCR results, accounting manager reviews registered data, such as name, bank information, and payment date.