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 Skeptic
Intake is documented with its limits — scanner via SFTP, watched folders, IMAP mailbox and upload, with OAuth sign-in as with Microsoft 365 explicitly stated as not yet supported — and classification proposes type, sender and retention rule with per-field confidence, a review list, duplicate detection and XRechnung/ZUGFeRD validation against EN 16931. It stops short of the top because we found no public information naming the model provider behind the AI processing, and Microsoft 365 mailbox intake is documented as not yet supported. 2 5 6 10