DOCSET

Introduction to DOCSET

DOCSET is a document processing platform that automates the extraction of structured data from recurring PDFs and image-based documents—including invoices, receipts, government IDs, and custom forms. It enables users to convert unstructured documents into clean, machine-readable formats such as Excel (XLS/CSV), Google Sheets, JSON, and XML—without requiring coding skills or developer involvement. The platform serves finance teams, operations staff, compliance officers, and small-to-midsize businesses seeking to reduce manual data entry while maintaining control over accuracy and security.

Designed for non-technical users, DOCSET emphasizes transparency and human-in-the-loop validation. Every extracted field can be reviewed, edited, and approved before export or integration. Its architecture supports both self-service workflows via web interface and programmatic access via API, making it suitable for teams scaling from initial trials to enterprise-grade automation.

Key Takeaways

• Converts PDFs and images into structured data (Excel, CSV, JSON, XML, Google Sheets) in seconds
• Supports manual review and editing of all extracted fields before saving or exporting
• Handles diverse document types: supplier invoices, expense receipts, passports, driver licenses, and custom templates
• Offers native Google Drive and Google Sheets integration for seamless file import and data export
• Provides REST API access for automated uploads, template selection, status polling, and JSON output retrieval
• Complies with GDPR, uses bank-level encryption, and stores EU customer data within the European Union
• Includes reporting capabilities built from historical extraction data for trend analysis and auditing
• Offers tiered pricing with usage-based limits on pages processed, models defined, reports generated, and API requests

How DOCSET Works

DOCSET operates through a three-step workflow: upload, review & approve, and report & integrate. Users begin by uploading PDFs or images—either individually via the web interface or programmatically via API. Documents are processed asynchronously using pre-trained and customizable extraction models; queue visibility ensures transparency during processing. Once extraction completes, users enter a review interface where every field—including vendor name, date, line items, ID numbers, and custom-defined fields—is editable and verifiable. No black-box automation is applied without user oversight.

After validation, extracted data can be exported directly to Excel, CSV, JSON, XML, or Google Sheets—or consumed via API for integration into internal systems such as ERPs, expense management tools, or KYC platforms. Historical extractions are stored securely and form the basis for reporting dashboards. All plans include secure storage with temporary access links, multi-language extraction support, and manual review workflows.

Core Benefits and Applications

DOCSET reduces time spent on repetitive document handling across multiple operational domains. For accounts payable teams, it eliminates manual transcription of supplier invoices—enabling processing of 100 invoices in the time previously required for five. Finance and HR departments use it to accelerate expense reporting by extracting receipt data from smartphone photos and pushing results directly into expense tools. Compliance and onboarding teams apply it to ID verification workflows, automatically extracting names, birth dates, and identification numbers from passports and driver licenses to streamline KYC processes.

Beyond standard document types, DOCSET supports custom template configuration for contracts, internal forms, or industry-specific documents. This flexibility allows organizations to adapt the platform to unique business requirements without engineering effort. Its API and Google integrations further extend utility—enabling batch processing from cloud storage, real-time data synchronization with spreadsheets, and embedding extraction capabilities into existing applications.

All plans include secure storage, manual review workflow, and multi-language extraction.