Automate documents with OCR and approval
A document system can receive a file, extract useful fields, identify its category, check simple rules and prepare the next action. NOVENZA connects this chain to the folders, signature tools, management software or databases already in use. Exceptions and sensitive documents remain visible to a person, with a history of checks and approvals. The scope is tested against representative documents before actions are enabled.
The operational problem
Invoices, quotes, contracts and administrative records arrive in several formats. Teams re-enter data, rename and file documents, then manually chase each approval.
Who this is for
Administrative, finance, sales, HR or operations teams handling recurring document volumes and looking to reduce re-entry without losing control of checks.
What we automate
- OCR and field extraction
- Document classification
- Quote and contract generation
- Approval and signature workflows
- Archiving, follow-ups and system updates
How the system works
- Document received
- Extraction
- Rule checks
- Human approval
- File or action
Tools and integrations
Microsoft 365 · Google Workspace · Dropbox · Electronic signature tools · ERP and CRM · Databases · Document APIs
Human validation and security
Confidence thresholds, required data and exceptions determine when the system continues or requests human review.
Example workflow
A B2B services team can extract information from a purchase order, match it to an existing case and prepare the invoice and approval workflow.
Progressive deployment
- Collect representative samples
- Define fields and exceptions
- Test on a controlled batch
- Connect actions progressively
Security and traceability
Documents can be isolated by client or case. Rights, retention periods, access logs and external providers are scoped before processing.
Frequently asked questions
Does OCR work on every document?
Quality depends on format, legibility and model variety. Testing with real samples is required.
Can the system sign on its own?
A binding signature or approval is triggered according to the permissions and controls defined.
Do you provide certified archiving?
We can integrate an appropriate provider without presenting NOVENZA itself as a certified archive provider.