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Automatically Classify, Extract and Act on Document Data

Industry-leading intelligent document automation that simplifies the processing of information that flows into your organization everyday.


Turn Your Data Into Assets

Ephesoft Transact is industry-leading intelligent document automation technology that simplifies the processing of information that flows into your organization everyday. Available in the cloud or on-premises, Transact supports a variety of use cases using advanced AI-powered OCR and supervised machine learning classification to quickly recognize and extract data from a variety of document types with as few as one sample.
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Outcome Focused

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Reduce processing costs by up to 50%

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Eliminate manual entry errors with extraction accuracy up to 99.9%

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Improve efficiency with up to 95% faster processing

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Deploy faster - in the cloud or on-premises

Use Cases

Transact Can Process Documents for Any Business or Government Use Case

Accounts payable

Ephesoft’s invoice processing solution puts AI and OCR to work to capture and extract data from invoices automatically within seconds. We automate accounts payable, accounts receivable and remittance processing.

Records digitization in government

Government agencies are burdened with archives of paper documents but want to modernize. Ephesoft’s breakthrough capture and extraction technology is here to help transform any document-heavy process.

Loan processing

React quickly to volume fluctuations and staffing concerns by automating mortgage servicing and processing. Ephesoft accelerates mortgage processing and underwriting to improve the client experience and achieve zero-defect loans.

Claims processing

Process claims and underwriting documents faster while increasing accuracy, response times and customer satisfaction.


Insurance companies are embracing document automation to increase efficiency, reduce costly errors and maintain compliance. It allows insurers to improve profit margins and deliver exceptional customer service.


AI-powered IDP can eliminate challenges for higher education institutions where heavy document loads are common in registrar’s offices, admissions, administrators, operations, finance, alumni programs and human resources.

Customer and employee onboarding

Ephesoft captures and processes all documents and files required for application validation, customer and employee onboarding. The platform intelligently classifies, captures and extracts data to complete the onboarding process using advanced AI.

Digital mailroom automation

Automate your mailroom and route incoming data the moment it enters your organization. Automatically process invoices, claims, new accounts, contracts or orders and route the extracted data to the right workflow.

ID extraction

Allow your customers and prospects to submit their government issued IDs digitally – from anywhere.

Handwriting extraction

Quickly extract text from hand printed and cursive writing inside your documents.


Featured Content

Existing Users

Case Studies

Learn why thousands of customers use Ephesoft’s intelligent document processing solutions to drive productivity, accuracy and cost savings

The City of Amsterdam Shortens Its Mailroom Processing Time by 91%

Find out how Ephesoft helped increase the efficiency of processing 250 document types

View Case Study

Honda Logistics Turns AP into a Profit Center with Document Automation

Learn how Ephesoft gives Honda the ability to track 135,000 invoices yearly

View Case Study

Financial Services Firm Speeds Up Loan Processing, Time and Accuracy

Mountain West Financial cut classification processing time from 45 minutes per loan to under 5 minutes

View Case Study

Get in Touch

Let us show you how Transact can transform your operations by automating your business document processing. Our team of experts will reach out to you shortly.