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 — Not a document intake tool: files cannot be uploaded or captured into the product as documents.
3 — Upload, drag-and-drop or scan import with full-text OCR; email intake, document types and field extraction are basic or not described.
5 — Scanner or app capture and email intake, full-text OCR, and document types with metadata fields, some filled automatically (date, sender, amount or similar).
8 — AI- or rule-based classification and field extraction with 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 Skeptic
Email intake is the one capture path these pages document, and they document it well: profile editing before filing, selective attachment saving, conversation filing, delegate filing and per-cabinet naming conventions in the Outlook add-in. The help centre carries an OCR Configuration topic containing no articles, and we found no public information on scanning, classification with a validation step, or reading of XRechnung and ZUGFeRD as structured data. Capture stops at the mailbox, so far as public evidence goes. 8 2 6