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 Mittelstand Owner
Capture is genuinely strong: AI classification, extraction with confidence scores, trainable custom models needing only a few sample documents, OCR and handwriting recognition, GenAI zero-shot extraction from any document type, and a validation step in the invoice process with e-invoices received, validated and made PEPPOL-ready. What holds it back: we found no public information on mailbox or Microsoft 365 intake or on XRechnung and ZUGFeRD being read as structured data, and the only duplicate handling documented concerns exports rather than arriving documents. 1 4 5 9