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 Data Protection Officer
The documented intake is a Windows scanner utility plus built-in OCR data-capture plugins that extract date, number, string and barcode values from OCR text by pattern, and a Professional-edition Invoice Capture application that catalogs invoice PDFs automatically. We found no public information on XRechnung or ZUGFeRD being read as structured data, on email or Microsoft 365 intake, on duplicate detection, or — the question I must ask as data protection officer — on which provider or processing location reads documents during capture. 3 4 2