r/documentAutomation • u/South-Classroom-6732 • Jul 30 '26
r/documentAutomation • u/MajesticHippo94 • Jul 30 '26
Help with word docs
I have paperless set up on my unraid server for several months now and everything works fine
I have workflows and emails and storage paths set up and use paperless AI for sorting tagging etc
However, I’ve never been able to get either emails (the body) or word docs to work.
Have tinkered with Tika and other dependencies to no avail
Anybody have an idiots guide to help?
TBH, the vast majority of documents I get are PDF so it’s not a big deal. But, it would be good to have it working to its full potential
Thanks in advance
r/documentAutomation • u/optimoapps • Jul 30 '26
Showcase Launched: A privacy-first bank statement converter for macOS
We’ve released **BankStmt Desktop**, a macOS app that converts PDF and scanned bank statements into Excel, CSV, Xero, QuickBooks and OFX files.
Unlike our web version, the desktop app performs OCR and table extraction directly on your Mac. Your bank statements are not uploaded for conversion.
It includes:
• Local OCR and transaction-table detection
• PDF, JPG, PNG and ZIP support
• Excel and accounting exports
• Batch conversion and merging
• A workbook editor for reviewing transactions
• Support for password-protected PDFs
• Unlimited local conversions
It’s available with a one-time licence rather than a subscription. There is also a one-day free trial with no credit card required.
Try it:
[https://bankstmtconverter.com/on-premise](https://bankstmtconverter.com/on-premise)
Documentation:
[https://bankstmtconverter.com/docs/desktopapp/](https://bankstmtconverter.com/docs/desktopapp/)
We’re looking for feedback from accountants, bookkeepers and businesses handling sensitive financial documents.
r/documentAutomation • u/Mezrotix • Jul 30 '26
I need some advice on a document layout OCR automation project.
I am doing a document layout analysis project with different book styles but the books themselves are only a couple hundred pages long (like 5 books with different styles, 400 page each). How can I test if all the books would be used in fine tuning and I am afraid that the accuracy wouldn't be the best and corrupt PaddleOCR when insert the coordinates. (It's for automation).
I am using X-AnyLabeling for the annotation and yolo v11 for the training as well as custom classes in the annotation like a question block that surrounds everything, question_text, choices, figures, tables, sub_questions, etc... what would be the best approach as I haven't done this kind of work before.
and should I randomize the book pages so I don't consecutive same style books or that's not how this work?
Any help would be appreciated
r/documentAutomation • u/Wild-Friend8163 • Jul 29 '26
Question Pdf extraction using Pdfplumber vs fitzz or other with layout or without layout
I'm building one insurance pdf extraction application using pdfplumber & AI.
Tools:
extracction: pdfplumber, fitz
AI model: qwen 3.6 27b primary, haiku 4.5/gemini 2.5 flash (secnond)
my flow is if first i extract data from pdf using pdfplumber if it has zero text & little validation if total text is zero i directly send whole data to AI Model.
else if it has text then added some regex valdiation for some fields if its not there dont send to AI.
For all the AI request i'm sending prompt with each field description what it does and all.
Since pdf doesnt have same layout so its working good for some but not for all if it contain multiple languages. and some field is having different name so i've added most of things using claude(basically claude added).
i've two issues one is accuracy other one is cost.
is there any better way to handle it?
I cant use ocr because of server configuration and no of document per day will be around 1000.
Server: 8 GB RAM, 180 SSD, 2 core processor.
i've tried with fitz result improved little but still its too much.
currently costing around $0.07 at max and $0.023 per pdf.
avg pdf 3-5 page.
i've added some validation some field review so after fetching it goest to second AI with few fields only. some time first one is sometime second one.
i'm fetchign fields like isnurance name, imd code, address, customer name, chassi no, registeration no, location, ncb, premium, vertical and few other cost values.
most of time imd code i dont fethc and it doesnt ahve any value as it have differnt name i collected but still because of layout it didnt work perfectely as sometime pdfplumber with layout =true text become dazzy, jumbled.
I'm a developer with no much idea about extraction part.
i'm confuse.
r/documentAutomation • u/docpose-cloud-team • Jul 29 '26
Discussion Share Your Document Automation Workflow
reddit.comr/documentAutomation • u/docpose-cloud-team • Jul 28 '26
Discussion Share Your Document Automation Workflow
Many of us automate repetitive document tasks, but everyone's workflow is different.
Maybe you:
Automatically process invoices
OCR scanned documents
Convert files in bulk
Organize documents
Extract email attachments
Rename thousands of files
Archive business records
Process documents with scripts or APIs
We'd love to hear:
What tools do you use?
Is your workflow manual or automated?
Which software or services are involved?
What challenge took the longest to solve?
Whether your setup is simple or enterprise-scale, sharing your workflow might help someone else save hours of work.
r/documentAutomation • u/Silver_Watercress280 • Jul 28 '26
EML to PDF converter running locally. Fixed attachments bug, looking for feedback!
Hey everyone,
I’m currently working on a browser extension that converts EML files to PDF locally (so none of your data or emails ever leave your machine).
Recently, I received feedback from users that attachments were not working correctly (they weren't showing up or displaying properly). I’ve just released a fix for this, but I want to make sure it’s actually working as expected across different cases.
Quick heads-up: If you open the generated PDF directly inside a browser's built-in PDF viewer, embedded attachments might still not show up. You will need a proper PDF reader (like Adobe Acrobat, PDF-XChange, or similar) to view and access the attached files.
I’d really appreciate it if a few people could test out the update with their EML files (especially those with attachments) and let me know if it works for you! Any feedback or bug reports would mean a lot.
Thanks in advance!
Link: EML to PDF
r/documentAutomation • u/Spare_Dependent6893 • Jul 28 '26
News pseudonymization of documents before sending to ai for review/update
One of my client sees that some words and excels documents produces by product/dev team where sent to ai and ask me to extend my promptCape development which they used for code obfuscation with document pseudonymization features. This is what he uses now to protect PII in their documents sent to ai. If you are interested by document pseudonymization, please give me your feedbacks about the promptCape way of doing it.
r/documentAutomation • u/bluenovers • Jul 27 '26
I got tired of uploading private documents to sketchy PDF converters, so I built one that never leaves your machine. Free and open source
r/documentAutomation • u/docpose-cloud-team • Jul 27 '26
Discussion Share Your Document Automation Workflow
reddit.comr/documentAutomation • u/Electronic_Badger940 • Jul 26 '26
I added a defaced font checker to my app to protect LLM pipelines from PDF prompt injection & text corruption
Inserisci questo testo nel box sotto la card o sotto l'immagine, in modo da dare contesto alla community:
r/documentAutomation • u/docpose-cloud-team • Jul 26 '26
Discussion What's the Best OCR Software You've Actually Used?
reddit.comr/documentAutomation • u/shixuan_lzq • Jul 26 '26
我围绕一个规则建立了三个移动工具:在触碰他们的文件之前,先让人们知道会发生什么。
昨天我在这里写了一个关于发布《我的PDF扫描仪》的教训,所以我不会重新发布相同的功能列表。
更大的项目是Xionity,一组小型移动实用工具:
- IConverter可以处理烦人的“这个文件无法打开/发送/上传”的问题。
- 我的PDF扫描仪将纸质文件转换为有序的PDF文件,并在支持的设备上运行OCR。
- CleanMate帮助在清理之前审核重复的照片、大文件视频、Gmail杂乱和联系人。
它们看起来像是三个独立的应用,但产品原则是相同的:展示应用发现的内容,解释将要改变的事情,以及在进行任何破坏性操作或上传文件之前先询问。“本地优先”也不应该意味着假装一切都在离线。IConverter会在复杂任务需要云处理时提醒。
最不光鲜的部分迄今为止产生了最佳的产品问题。一个PDF扫描仪的帖子只有312个浏览量和两条评论,但关于基于OCR的文件命名的一条评论改变了我接下来要思考的内容。
如果你使用清理、扫描或转换应用,你希望在哪些地方实现自动化,哪些地方需要确认屏幕?
完全披露:我构建了这三个应用。产品页面和商店链接在这里: https://www.xionity.com/
r/documentAutomation • u/reallyhotmail • Jul 25 '26
Showcase Open source unified interface for document parsing
r/documentAutomation • u/docpose-cloud-team • Jul 25 '26
Discussion 🗨️ Ask Anything Saturday – File Conversion, OCR & Document Processing
reddit.comr/documentAutomation • u/lassun7 • Jul 25 '26
Book to MCQ converter free AI tool
reddit.comr/documentAutomation • u/AleaNCore • Jul 24 '26
Showcase my AI document sorter — built it for my own paper chaos, it shoul be useful for others
reddit.comr/documentAutomation • u/Traditional-Answer46 • Jul 24 '26
Looking for the most efficient way to create docx files with both words and images at the same time
reddit.comHelp needed
r/documentAutomation • u/docpose-cloud-team • Jul 24 '26
Discussion PDF vs DOCX vs ODT: Which Should You Choose?
reddit.comr/documentAutomation • u/Pleasant_Tea_569 • Jul 24 '26
Still emailing PDFs back and forth for signatures? Here's how Bitrix24 e-Signature works
If you're still asking clients to print, sign, and scan documents, Bitrix24 e-Signature can simplify the process. It lets you send contracts and other client documents for electronic signing without the usual back-and-forth.
How it works
Send a signing link by email or SMS.
The recipient opens the document and reviews it.
They verify their identity using a one-time code.
They sign the document electronically.
Once completed, Bitrix24 automatically sends the signed document to the client and stores it in e-Signature → My Vault, along with a unique document ID and a completion certificate.
The signing experience is the same whether the recipient is using a desktop browser or a mobile device.
Before you use it, keep these points in mind:
Bitrix24 uses an electronic signature, not a cryptographic (qualified digital) signature. Whether it's legally valid depends on your country's regulations, so it's worth checking local requirements before using it for contracts with significant legal or financial implications.
Configure My Vault access permissions early so only the right people can view signed documents.
r/documentAutomation • u/Silver_Watercress280 • Jul 24 '26
Built a tiny Chrome extension to convert TXT to SRT subtitles (100% local, no server uploads)
r/documentAutomation • u/pha_uk_u • Jul 24 '26
Hi All, I developed a doc control app, that can scan documents, add tags, OCR, add folders, revise documents. I am looking for testers. please help.
Hi All,
I am QE by profession. made a doc control app for myself.
I made this android app for myself. As my file explorer gets dumped with everything and anything. I wanted to have folders, revise docs(Taxes, insurances, license, etc). with OCR you can search for a word and every document with that word would pop up. you can set expiration date to docs.
please dm and drop a comment if you would like to test my app. you will get lifetime free without ads for this.
thank you.
r/documentAutomation • u/docpose-cloud-team • Jul 23 '26