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Use cases

Fast, accurate automation for high-stakes documents

AIDocBuilder powers fast, accurate extraction across high-volume, high-stakes documents. Each use case below shows the challenge, how the platform automates it, and the outcomes to expect.

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At a glance

Featured case study: Global Shipping Enterprise

Case study

Global Shipping Enterprise

How one global shipping leader automated cross-border paperwork, reduced processing time by 80%, and eliminated customs delays with AIDocBuilder.

Documents per month

100K+

Documents per month

Fully automated document processing with zero human intervention.

Annual savings

$3M

Annual savings

Eliminated legacy inefficiencies and reduced costs across operations.

Less manual work

80%+

Less manual work

End-to-end reduction in human input, paperwork and delays.

Processing time reduction

99.2%

Processing time reduction

Average processing reduced from 7 minutes to 3 seconds per document.

The challenge

Cross-border shipping generated a relentless flow of paperwork. Each document took an average of 7 minutes to process by hand, legacy processes drove up costs, and documentation delays held up customs clearance.

The solution

AIDocBuilder automated the document flow end to end: capturing, classifying and extracting data from cross-border documents and delivering it to downstream systems, with no human intervention.

The results

  • 100K+ documents processed every month, fully automated
  • Average processing time cut from 7 minutes to 3 seconds per document
  • $3M in annual savings from retiring legacy inefficiencies
  • Customs delays eliminated

Use case 01

Commercial Invoices

Every header field and line item, captured in seconds.

The challenge

Commercial invoices arrive in every format imaginable: PDFs, scans and email attachments, with line-item tables that run across pages. Re-keying totals, codes and line items is slow and error-prone, and it holds up everything downstream, from customs filing to payment.

Outcomes

  • As fast as 3 seconds per invoice, down from 10 minutes, in freight deployments
  • Fewer keying errors and reconciliation exceptions
  • Faster handoff to customs, finance and ERP

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Capture invoices from email, cloud storage, FTP and scanned uploads

  2. 02

    Pre-Process

    Classify and split mixed attachments automatically

  3. 03

    AI Transformation

    Extract header fields and every line item, including multi-page tables

  4. 04

    Output

    Validate against your rules and deliver to ERP and logistics platforms

Key documents

Commercial invoices

Supplier invoices

Packing lists

Remittances

Connects to

ERP

Finance systems

Logistics platforms (e.g. CargoWise)

Use case 02

Regulatory Documents

Complete, consistent and audit-ready, even as rules change.

The challenge

Regulatory documentation is high-stakes. Forms, certificates and declarations must be complete, consistent and filed on time while codes and rules keep changing. Manual review creates bottlenecks and exposes the business to fines and delays.

Outcomes

  • Customs compliance supported across 70+ countries
  • Full audit trail for every document and decision
  • Agility as tariff codes and regulations change

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Ingest forms, certificates and declarations from any source

  2. 02

    Pre-Process

    Classify document types and check each submission for completeness

  3. 03

    AI Transformation

    Extract and normalise key data, entities and parsed addresses

  4. 04

    Output

    Deliver audit-ready records, with a full trail of every step

Key documents

Customs declarations

Certificates

Regulatory forms

Regulatory submissions

Connects to

Compliance systems

ECM / EDM platforms

In-house databases

Use case 03

Trade Finance

Validated trade documents at transaction speed.

The challenge

Trade finance runs on documents (bills of lading, letters of credit, invoices and insurance certificates) that must be checked against each other before funds move. Manual examination is slow, and discrepancies are costly for banks and their customers.

Outcomes

  • Accelerated transaction cycles
  • Validated, consistent documentation
  • Direct SWIFT interfacing

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Capture trade documents from email, portals and scanned uploads

  2. 02

    Pre-Process

    Classify every document in the presentation set

  3. 03

    AI Transformation

    Extract key terms and validate them across documents

  4. 04

    Output

    Interface directly with SWIFT and banking systems

Key documents

Letters of credit

Bills of lading

Commercial invoices

Insurance documents

Certificates

Connects to

SWIFT

Core banking systems

Trade finance platforms

Use case 04

Order Processing

From inbox to ERP without manual keying.

The challenge

Purchase orders arrive by email, PDF and scan, and every customer uses its own layout. Teams spend hours keying line items into ERP, and every error ripples through fulfilment, invoicing and customer service.

Outcomes

  • Fewer, or no, manual steps in order entry
  • Faster order-to-cash cycles
  • Seamless ERP integration

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Collect orders from inboxes, portals and shared drives

  2. 02

    Pre-Process

    Classify and route orders by customer, type and priority

  3. 03

    AI Transformation

    Extract line items, quantities, prices and delivery details

  4. 04

    Output

    Push validated orders straight into ERP

Key documents

Purchase orders

Packing lists

Shipping manifests

Proof of delivery

Connects to

ERP

Supply chain management

CRM

Use case 05

Quality Assurance

Consistent, compliant quality records at scale.

The challenge

QA documentation (quality records, certificates and reports) must be complete and consistent to stay compliant. Manual checks are slow, and missing or mismatched data is easy to overlook until an audit finds it.

Outcomes

  • Enterprise-grade accuracy across QA workflows
  • Consistent, compliant records
  • Full audit trail on every step

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Ingest QA records, certificates and reports from any channel

  2. 02

    Pre-Process

    Classify documents and check each set for completeness

  3. 03

    AI Transformation

    Extract results and specifications, including tabular data

  4. 04

    Output

    Deliver consistent, audit-ready records to quality systems

Key documents

Quality assurance records

Certificates

Inspection reports

Packing lists

Connects to

Quality management systems

ERP

ECM / EDM platforms

Use case 06

Customer Onboarding

Onboarding in minutes, not months.

The challenge

Onboarding a new customer means collecting and checking a stack of documents: application forms, financial statements and company records. Manual review stretches onboarding out, frustrates new customers and delays revenue.

Outcomes

  • Onboarding reduced from months to minutes
  • Validated documents with fewer back-and-forths
  • Data flows straight into CRM and core systems

Industries

How AIDocBuilder automates it

  1. 01

    Input

    Collect onboarding documents from any channel

  2. 02

    Pre-Process

    Classify each document and flag what's missing

  3. 03

    AI Transformation

    Extract and validate data, entities and addresses

  4. 04

    Output

    Connect verified data to CRM and downstream systems

Key documents

Application forms

Financial statements

Customer onboarding documents

Certificates

Connects to

CRM

Core business systems

In-house databases

From pilot to production

Live in days, not quarters

An Agile approach with fast deployment, business-friendly tools and customisation that fits the way you work. No costly overhauls, no rigid systems.

  1. 01

    Discover

    Share your document types, volumes and target systems. We map the workflow and the fields that matter to you.

  2. 02

    Train on your documents

    Models are fine-tuned on your actual files for higher precision, less noise and less manual review.

  3. 03

    Deploy your way

    On-premises, hybrid or cloud. Most environments are set up within a week, and ROI starts once the system is live.

  4. 04

    Empower and scale

    Business users become self-sufficient within hours of training, then scale from one document to millions.

Document coverage

250+ document types and formats supported

  • Commercial Invoices
  • Financial Statements
  • Bills of Lading
  • Purchase Orders
  • Insurance Documents
  • Customs Declarations
  • Remittances
  • Customer Onboarding Documents
  • Letters of Credit
  • Regulatory Documents
  • Packing Lists
  • Quality Assurance Records
  • Proof of Delivery
  • Certificates
  • Airway Bills
  • Supplier Invoices
  • Arrival Notices
  • Transportation Documents

Using IBM Datacap for document capture?

AIDocBuilder complements your existing Datacap setup, adding AI-powered processing to automate classification, extract key fields and streamline handoffs to logistics platforms like CargoWise for faster, end-to-end execution.

Learn more

FAQ

Before you get started

Common questions about documents, integrations, pricing and time to value.

What types of documents can you process?

In addition to highly complex, tabular documents, we process over 250 types of documents and formats — including arrival notices, commercial invoices, remittances, packing lists, proof of delivery, financial statements, bills of lading, transportation documents, airway bills, master bills, house bills, insurance documents and many more.

How does your platform integrate with third-party systems?

Our modular API framework connects to your systems, including databases, ERP, EDM and ECM platforms. The extensible API and microservices infrastructure enables quick customisations and workflow modifications based on your needs.

How soon can we expect to see ROI?

Our Agile approach enables quick deployment, with most environments set up within a week. ROI begins as soon as the system is operational.

How are your solutions priced?

Pricing is modular and depends on the functionality and resources required, and on your deployment model (on-premises, private data centre, public cloud or hybrid). Our approach aligns with IBM's enterprise SaaS pricing, eliminating the need for individual page or workload counts.

Have a document workflow in mind?

Tell us about your documents and volumes. We'll show you how AIDocBuilder can automate them, and what ROI to expect.

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