Document Automation Platform
Reduce manual document handling and speed up processing with PwC’s Document Automation Platform, a flexible technology for document automation across workflows, harnessing the power of AI.
Document Automation Platform: Promotional
Turning complexity into clarity for Accounts Payable and Tax teams
Organisations are handling growing volumes of documents and data, often in inconsistent formats, across suppliers, countries and systems. Many teams still rely on manual work, re-keying, and individual, judgement driven activities, which can slow processing, increase cost, and introduce operational and compliance risk.
Traditional OCR and point solutions can require significant setup and ongoing oversight to cope with real-world variation. When exceptions arise, they are often pushed back to already stretched teams, creating delays and additional costs.
Improving efficiency, accuracy and control through document automation
PwC's Document Automation Platform (DAP) helps you digitise and orchestrate document-driven workflows end to end using AI and sophisticated OCR capabilities. From capture and validation through to routing, controls and reporting, the platform reads, extracts and interprets information from documents, applying business rules to assist tax and finance processes. For example, DAP can help Accounts Payable teams extract key fields from invoices, support invoice matching and exception handling, and provide a traceable record of what was captured and how it was validated. These examples demonstrate how the platform can be configured to meet different organisational needs, without limiting how it can be configured for your organisation.
Document Automation Platform: Demo
Smart OCR Engine
- Built in document reading
- Automated document understanding
- Document reading at scale
- AI enabled document processing
Our human-assisted OCR engine reads PDFs and Word documents, extracts the data points you need, and converts document content into structured data without relying on fixed templates. Outputs can be configured to align to your data model and controls, with validation and review steps where appropriate. This helps teams move from setup to value quickly.
Flexible Data Capture
Built for real-world complexity, Document Automation Platform supports consistent data capture across varied layouts, incomplete information and changing document volumes. The platform helps teams scale document processing with greater consistency, applying defined workflows reliably across use cases while routing exceptions for review when confidence is low or data is missing.
Workflow Automation
Document Automation Platform takes existing step-based processes, such as validation, calculation and reporting, and executes those steps consistently and at scale within the platform. This helps teams process documents more efficiently, reduce manual effort, and improve consistency across outputs.
Scalable Processing
Whether you’re processing dozens, or hundreds of thousands of invoices, the cloud-powered platform maintains consistent speed and accuracy, scaling seamlessly as your business grows and evolving with your needs over time.
Traceable Results
Outputs, processing steps and validations are logged, traceable and available for review. Document Automation Platform provides an audit trail to support governance and compliance requirements, reinforcing confidence in your data and processes.
What problems does it solve?
The examples below reflect some of the document-driven challenges we discuss with clients and illustrate the “art of the possible” with DAP. The platform is flexible and the right approach will depend on your data, systems and control requirements.
Employee expenses
We often hear that teams manage high volumes of employee expense claims with receipts, invoices and other attachments in varied formats, and VAT recovery checks depend on reviewing the right information consistently.
Manual review of claims is time-consuming and can cause delays and inconsistencies. DAP streamlines this by extracting key data, applying rules-based checks, and routing exceptions for review, ensuring efficient oversight and VAT compliance.
Customs documentation and classifications
When customs invoices, commercial documents and classification data are received in different formats, item level information relevant to customs declarations can be captured and checked against defined rules, such as mandatory data fields, consistency checks and reference data. Exceptions can then be routed to customs specialists, with processing steps and decisions recorded to support traceability.
Tax coding and categorisation
DAP can support tax coding by using extracted invoice data alongside configurable logic and controlled prompts to suggest tax categories, highlight anomalies, and provide rationale for review. This can help reduce rework while maintaining appropriate oversight and auditability.
Reverse charge identification
DAP can support reverse charge identification by using extracted invoice data alongside configurable logic and controlled prompts to identify transactions that may require reverse charge treatment. It helps surface potential exceptions, supports the consistent application of VAT rules, and provides a clear rationale for review. This can reduce manual effort while maintaining appropriate oversight, consistency, and auditability.
How we help
Every organisation has its own systems, priorities and ways of working. That’s why we take a phased, outcome-driven approach, starting small to prove value, then scaling confidently to full implementation.
Prove the value
We start by focusing on the outcomes you need: reducing manual effort, improving speed, and strengthening controls in document-driven processes. Using your own data, we demonstrate how DAP can extract, validate and run documents through your defined business logic. You can rapidly see measurable results that highlight where automation can reduce rework, improve accuracy and strengthen control.
Design for scale
Once the value is clear, we work with you to design how automation fits best within your business. Together, we map integrations, define workflows and shape an approach that scales easily and securely across your systems.
Deploy and optimise
We then move to full implementation, embedding DAP into live operations. After go-live, we enter a continuous refinement process to keep improving performance, accuracy and alignment with evolving business needs. The cloud-based platform scales effortlessly as volumes grow, delivering cost-effective efficiency gains and real-time insights that support smarter decision-making.
Next steps
Our specialists can help you get started with a rapid proof of value pilot, so you can see the impact of Document Automation Platform on your own data, processes and controls.
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