Platform features

Validate extracted data against your source of truth

Confirm that extracted values match trusted records, standardize data automatically, and validate related information before downstream processing \u2014 using integrated data sources.

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How data matching works

Cross-reference against master data

Automatically validate extracted fields against your ERP, CRM, or vendor systems to ensure only verified information progresses through workflows.

Automatic data standardization

Normalize values like names, codes, and identifiers to align with internal standards and reduce downstream inconsistencies.

Related field validation

Check that document fields align with associated source data — for example, confirming totals and dates match the trusted record.

Exception routing

Flag documents failing validation rules for human review within the platform before data moves downstream.

Dynamic master data integration

Connect data sources via API so mapping and validation rules update automatically when master data changes.

Only clean data flows downstream

Data matching ensures only validated, standardized information flows downstream, reducing manual rework and preventing costly downstream inconsistencies.

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Straight-through processing

Automate the full document-to-system pipeline end to end.

Integrations

Send validated data into the business systems your team already uses.