Turn invoices, contracts, delivery notes and forms into structured data ready for your ERP or CRM — no manual typing required. For SMEs and professional firms that want to close the month without administrative bottlenecks.
Intelligent Document Processing (IDP) goes far beyond classic OCR: it does not merely recognise text, it understands context, classifies the document type and extracts the fields you need — amount, tax ID, date, purchase order number, contractual terms — with a level of accuracy that manual data entry can never match. In 2026, with mandatory B2B e-invoicing regulated by Royal Decree 238/2026 (the 'Crea y Crece' Act), having an automated document ingestion workflow is no longer a competitive advantage but an operational requirement.
At Summum IA we design and deploy IDP pipelines tailored to your document types: supplier invoices in multiple formats (Facturae, UBL, semi-structured PDF), contracts with variable clauses, delivery notes, technical reports or public-tender dossiers. The solution connects directly to your ERP (Odoo, Sage, Dynamics, Holded) or your document management system, returning validated and traceable data without human intervention for 90% of cases. Documents that do not reach the confidence threshold are routed to manual review with the uncertain field already highlighted, reducing correction time to seconds.
Regulatory compliance is built into the design: personal data contained in documents is processed in line with the GDPR and the Spanish LOPDGDD, with minimum in-memory retention, full access traceability and an on-premise deployment option for confidential documentation. If your organisation handles employment contracts, clinical records or legal files, Summum IA assesses the risk level under the EU AI Act and documents the system so you meet the transparency obligations enforceable from August 2025 (general-purpose AI models) and August 2026 (high-risk systems).
We audit the document types flowing into your operation, their monthly volume, the fields you need to extract and the target systems. We prioritise those with the greatest impact (purchase invoices, recurring contracts, delivery notes) and define the extraction map field by field.
We build the capture workflow: ingestion (email, FTP, web portal, scanner), image pre-processing, semantic OCR and an extractor model tuned to your real templates. We validate against business rules (valid tax ID, line-item amounts balance, coherent dates) before pushing the data to the ERP.
We connect the solution to your ERP or document management system via API or native connector. For two to four weeks we run in parallel with the manual process to measure accuracy by document type and fine-tune confidence thresholds. We only go live when the results are solid.
We activate the pipeline in production with a metrics dashboard (documents processed, accuracy rate, exceptions routed to review). We configure alerts for performance drops and carry out periodic model reviews to adapt it to new document formats that emerge over time.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
Configured extraction pipeline
End-to-end workflow from document ingestion to structured data in the target system, with validation rules specific to your business.
ERP / document management connectors
Integration with Odoo, Sage, Dynamics, Holded or any REST API-enabled system. Also with SharePoint, Google Drive or corporate document management platforms.
Metrics and exceptions dashboard
Dashboard showing processed volume, accuracy rate by document type and a manual-review queue with low-confidence fields highlighted.
AI Act and GDPR compliance documentation
AI system register, risk-level assessment and personal data processing record compliant with the LOPDGDD, ready for an audit.
B2B e-invoice adaptation
Support for Facturae, UBL 2.1 and EDIFACT formats ahead of the Royal Decree 238/2026 deadlines: large enterprises by October 2027, all others by October 2028.
Team training and exceptions protocol
Training session for the staff managing the manual-review queue and documentation of the procedure for onboarding new document types without depending on Summum.
Document processing delivers its full value when combined with Summum IA's automation agents and Summum Sistemas' ERP connectors, forming a complete cycle from document arrival to accounting entry.
Orchestrate processed documents into approval flows, alerts and multi-app synchronisation with n8n and AI.
View service → iaWhen documents are confidential (employment contracts, legal files), the IDP pipeline can be deployed on-premise with no data leaving your network.
View service → sistemasSummum Sistemas handles ERP adaptation for Verifactu and mandatory B2B e-invoicing — the natural destination for the data the IDP extracts.
View service →Traditional OCR converts an image to plain text without understanding its meaning: you need fixed position rules to know that the number in the top-right corner is the date. AI-powered IDP reads context — it recognises that 'Issue date:', 'Invoice date' or 'Fecha de emisión' are the same field — and adapts to new templates without reprogramming rules. It also classifies the incoming document type before extracting, which lets a single pipeline handle invoices, delivery notes and contracts arriving mixed together in an email inbox.
It depends on the document type and source quality. For supplier invoices with reasonably consistent layouts, accuracy rates above 90% of correctly extracted fields are common after initial tuning. Low-quality documents (skewed scans, poor resolution) reduce that figure, but the pipeline detects them and routes them to manual review instead of inserting incorrect data. We do not publish guaranteed figures because every project is different; we measure them during the parallel-testing phase and adjust before going live.
Supplier invoices contain personal data (name, tax ID, address) when the supplier is a sole trader or individual. Summum IA designs the pipeline with minimum in-memory retention, encryption in transit and at rest, and access traceability. If you need a deployment where documents never leave your network, the on-premise sovereign AI option is the right approach. In all cases we deliver the processing record for inclusion in the Record of Processing Activities required under Article 30 of the GDPR.
The pipeline detects documents with low extraction confidence and routes them to the manual-review queue with the uncertain fields highlighted. The user corrects or confirms the values, and that correction is used to improve the model over time. You do not need to contact Summum every time a new supplier appears: the exceptions protocol lets your team handle it internally using the procedure we document during training.
A standard project with two or three document types and one ERP connector takes between six and ten weeks from kick-off to go-live. The first two weeks cover inventory and configuration; the next two to four weeks are parallel testing; the final week is for fine-tuning and training. The timeline increases if there are many distinct document types or if the ERP integration requires custom connector development.