Intelligent Document Processing
Extract, validate and route any document with AI. From invoices and KYC forms to contracts and scanned PDFs - processed at 95%+ accuracy with zero manual re-entry.
Template Library
Start from a library of ready-made templates. One setup, reused forever.
Pick from built-in templates for Invoices, Purchase Orders, KYC IDs, Passports, Bank Statements, Bills of Lading and more - or create a custom template from scratch. Define your extraction fields once and reuse across every document of that type, regardless of format or layout variation.
Field Configuration
Define exactly what to extract. Down to the last field.
Line items, complex tables, nested structures, multi-page spreads - slow and error-prone if tackled by hand. Makez understands the pattern, suggesting fields automatically. Per-field control lets you set extraction instructions, validation URLs, post-processing scripts and AI regeneration rules for each data point independently.
Email Stream Ingestion
Configure your email streams. The agent handles the rest.
Point the agent at any inbox - Gmail, Outlook or custom IMAP. It monitors incoming emails, identifies document attachments, classifies each by type and routes them into the correct extraction pipeline automatically. No manual download, no missed documents, no inbox monitoring needed.
- Connect Gmail, Outlook or any IMAP inbox in minutes
- Agent monitors continuously - pulls attachments as they arrive
- Classifies document type automatically - Invoice, KYC, PO, Contract and more
- Routes each document to the matching extraction template
- Duplicate detection - same document arriving twice is handled gracefully
Extraction Confidence
See exactly where every field was found. Trust what you see.
Every extracted value is shown with a bounding box on the source document and a confidence score. Unless confidence falls below your threshold, no human review is required - the system routes clean extractions automatically. Full control remains with you at every step.
Chat with Document
Ask the document anything. Get answers instantly.
Beyond extraction - every processed document becomes conversational. Ask for the invoice value, request a summary, query specific line items or cross-reference fields. The AI locates, extracts and distils information from your document in real time - without re-reading the whole thing.
- Ask natural language questions about any document
- Get instant summaries of multi-page contracts and reports
- Query specific fields or calculate values on the fly
- Powered by Makez AI - context-aware, document-grounded
ERP Integration
Submit to your backend systems. Via API or MCP.
Validated extractions are pushed directly to your ERP, billing, CRM or any custom backend - via standard REST APIs or the MCP protocol for AI-native integrations. No middleware, no manual export, no re-entry. What was extracted goes exactly where it needs to go.
- REST API integration with SAP, Oracle, NetSuite and custom ERPs
- MCP protocol support for AI-native backend connections
- Field mapping configured once per template - not per document
- Failed submissions retried automatically with full error logging
Use cases
Works across every industry
Invoices & POs
Extract line items, validate against POs, route to ERP
KYC & Identity Docs
Passports, Aadhaar, PAN - OCR, verify and sync to CRM
Contracts & Agreements
Extract key clauses, dates and obligations automatically
Insurance Claims
Process claim forms, attachments and supporting documents
Medical Records
Extract patient data, diagnoses and prescriptions
HR & Onboarding Docs
Automate offer letters, ID verification and form processing
Ready to eliminate manual document processing?
Talk to our team and see how Makez IDP deploys in your environment in weeks.