Use case: documents

Intelligent document management with OCR and AI

Stop processing documents manually. BiVelio extracts data with OCR, classifies with AI and links each document to your processes and records.

How it works

From PDF to structured record: OCR, AI extraction, validation and automated archiving.

Documento
PDF / JPG
Scanner OCR
1s
IA Extractor
3s
Validator
1s
Archive
<1s
Contratos
3 campos
Partes:2 firmantesFecha:12/03/2026Clausulas:14 detectadas
Facturas
4 campos
NIF:B-12345678Total:1.245,00 EURIVA:21%Vencimiento:30d
DNI
3 campos
Numero:12345678ZNombre:Maria LopezValidez:2030

Unstructured documents slow your business down

Invoices, contracts, delivery notes and forms that someone has to read, copy data from and file manually.

Manual data extraction

Teams spending hours copying amounts from invoices, data from contracts and fields from forms into spreadsheets or internal systems.

Unclassified and unlinked documents

Files in disorganized folders, not linked to clients, records or processes. Finding a document means searching through dozens of folders.

Constant transcription errors

Manually copying data generates errors: incorrect amounts, wrong dates, forgotten fields. Errors that propagate throughout the entire operation.

OCR and AI that process documents for you

BiVelio extracts data automatically, classifies each document and links it to the correct record. No manual intervention.

OCR with intelligent extraction

Upload any document and BiVelio automatically extracts key fields: amounts, dates, names, tax IDs, addresses and more.

Automatic classification with AI

The AI agent identifies the document type (invoice, contract, delivery note, ID) and classifies it without manual rule configuration.

Linking to processes and records

Each extracted document is automatically linked to the corresponding contact, record or process. Everything connected and traceable.

Automated flow

From physical document to structured data in 4 steps

1

Upload or receive the document

Drag the file, send it by email or receive it via WhatsApp. BiVelio accepts PDFs, images and scanned documents.

2

OCR extracts key data

The OCR engine processes the document and extracts structured fields: amounts, dates, concepts, identifiers and signatures.

3

AI classifies and validates

The agent identifies the document type, verifies data consistency and suggests corrections if inconsistencies are detected.

4

Document linked and archived

The document is stored with its extracted data, linked to the correct contact or record. Ready for query, audit or process.

Document types BiVelio processes

Any document with structurable data can be processed automatically.

Supplier invoices

Automatic extraction of issuer, amount, VAT, date, concept and invoice number. Direct linking to the purchasing record.

Contracts and agreements

Identification of parties, validity dates, key clauses and conditions. Filing with automatic expiry alert.

Identity documents

Extraction of name, document number, date of birth and validity. Useful for KYC and onboarding processes.

Delivery notes

Reading of items, quantities, references and delivery dates. Automatic matching with orders and invoices.

Related cases

More automations you can see in action

Digitize your document management with AI

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Related reading

Keep exploring BiVelio

Sibling pages that dig into the same topic from a different angle. Useful to see how BPM, automation, AI and real cases fit together.