Capture, OCR & indexing
How this is scored
How documents get in and become findable: scanning and email intake, OCR, classification and metadata extraction, and whether incoming e-invoices (XRechnung, ZUGFeRD) are read as structured data rather than as pictures.
0 — Manual upload only; no OCR, no metadata beyond file name and folder.
3 — Upload, drag-and-drop and scan import with OCR mentioned, but indexing is manual and no word on email intake or e-invoice formats.
5 — Scanner, email and folder intake, full-text OCR, document types with metadata fields, and automatic extraction of common fields (date, sender, amount) documented.
8 — AI- or rule-based classification and field extraction with confidence and a validation step, XRechnung and ZUGFeRD read as structured data, mailbox and Microsoft 365 intake, and duplicate detection documented.
10 — Capture is engineered and shown: classification and extraction trainable per document type, validation queues, e-invoice validation against the standard, intake channels listed with their limits, and where AI processing runs (location, model provider) stated.
The Records Manager
Intake is broad and documented: physical post via the Dropscan scan service, manual and automatic email import via IMAP, printer driver and network-drive import, with OCR and classification feeding full-text search. Document types and data recognition are trainable, values are captured from the preview and automatically filed with the document, and ZUGFeRD and XRechnung arrive with all their data immediately available. We found no public information on duplicate detection, Microsoft 365 intake, extraction confidence with a validation step, or where AI processing runs. 1 2 5 6 12