Docparser

I like being able to have multiple document templates as each vendor tends to have their own "take" on what is useful to include in an invoice or order and formatting can vary a great deal.

Therefore, my templates are not based on vendor name - they are based on the data found in the invoices. Example file names: "line-qty-units-isbn13-desc-discount-level-ext-dollar" or "line-qty-desc-unit-ext-float"

Vendors aren't always consistent from invoice to invoice. They may be using software that resizes table columns to fit the text, which means you have to adjust your table format slightly each time to ensure the parsing is correct. That's easy to do.

The forums and Q&A resources are usually helpful and I've found them responsive to email.

1. The UI for making changes to the template. I hate the popup box routine at the end of making a change. It takes a lot of mouse clicks.

2. I've never gotten the subtemplates to work. (see note above about vendor formats being inconsistent.) Subtemplates "supposedly" take care of minor variations and can be grouped according to a vendor name. Maybe this works for other customers, as it is a great idea.

3. There are a lot of little tweaks to be made that aren't obvious to improve character recognition. Why not start with the highest level of quality (ie. turn on OCR) at the start? If that makes file size a problem for storage or performance when processing a lot of files at once, walk people through how to "downgrade" to an acceptable level or establish a recommended number of files not to exceed some size limit. For example, during a trial scan there were no extra spaces or funky characters in the document but then I figured out about half of the "6s" had been transformed to "8s" - not terribly helpful. I want to be able to trust the result rather than having to proof hundreds of line items.

4. Given the inconsistencies I have with the input data sources, I don't think I'll be able to automate the parsing tasks - such as grabbing attachments from email automatically. Again, I have a small business, so I'm OK with the workaround.

Ease of use. Setup fast. No special training needed.
Quinn from Docparser is always available to answer questions

Its pricing. It would be good if there is a pay as you use option instead of a tier with 200 credits where we don't use them all at times

DocParser's approach to creating parsing rules has been the BEST fit for what i use it for. Delve fully and explore all the available methods and you'll find a way to extract the data you want.

Sometimes line by line changes take an extra second to save and the pages take an extra second to load, adding to the overall time it takes to set something up. I'm sure speed will improve over time, the product makes up for this shorterm annoyance.

Variety of tools for post processing documents. One can slice & dice the data gazillion different ways.

Preprocessing documents, especially OCR, may not be Docparser's strongest suite. Having regex capability during preprocessing can also solve many business needs.