Faster processing
The record is pre-filled; staff check instead of retyping.
Glossary · AI & OCR
Data extraction
The process of turning a document’s content into reusable structured fields (dates, amounts, parties, references).
Also known as: document data extraction · data capture
What is data extraction?
Document data extraction means identifying the business-relevant information in a PDF, a scan or an e-mail, then placing it into fields: end date, amount excluding VAT, SIRET company number, supplier name, and so on. It often relies on OCR (for the text), then on rules or AI. The goal: eliminate re-keying and feed workflows and dashboards.
Value for the company
Every field re-keyed by hand is a cost and a risk of discrepancy between the document and the system.
Feeding alerts
Without an extracted end date, there is no reliable notice-period alert.
Data quality
A confidence score helps target human review.
Common pitfalls
Trusting it 100% without review
Critical amounts and dates deserve human confirmation, especially in legal and finance.
Extracting too many fields
Focus on actionable data; the rest stays in the PDF.
Extraction in DocPilot
DocPilot suggests extracted fields (via OCR and DocpilotAI); you validate them before starting the workflow. The “AI suggests, people decide” model protects the decision.
- Suggested dates, amounts and parties
- Human confirmation before any commitment
- Fields ready for alerts and search
Related DocPilot pages
To learn more about the product and the guides.
Solutions by team
Pages built around each team’s priorities.
“How-to” guides
Step-by-step methods to make real progress.
- Automate processingA guide to automating document processing: capture, OCR, classification, approval. Method, mistakes to avoid and DocPilot.
- Manage contractsA practical guide to managing business contracts: central repository, approvals, deadlines and archiving. Method, steps, mistakes to avoid and a checklist.
- Track deadlinesA guide to tracking contract deadlines and notice periods: shared calendar, responsibilities, alerts. Steps, mistakes to avoid and DocPilot.
Related articles
DocPilot blog posts on the same topic.
- AI extraction of dates and amounts: reliable data without re-keyingExtract dates, amounts and parties from a document with AI: cut re-keying, check the critical fields and complete business records faster.
- Asking a document a question with AI: how it worksQuery a document or a whole file with AI: how it works, source citations, and legal and operational use cases.
- Document AI glossaryA document AI glossary: OCR, extraction, classification, confidence score, RAG, human-in-the-loop, DMS and DocpilotAI.
Terms and product pages
Related pages to refine your research.
- Contract OCRUse OCR and AI to read your PDF or scanned contracts: type, parties, amounts, dates and notice periods, with human confirmation in DocPilot.
- AI for documentsDocument AI in the enterprise: classification, extraction, questions, semantic search — with human review. DocPilot guide, FAQ, glossary and topic cluster.
- Document OCRTurn PDFs, scans and photos into structured data. DocPilot combines OCR and AI extraction to pre-fill your records — with human confirmation before approval.
- OCRTechnology that converts a scanned document or an image into machine-readable text so it can be searched, extracted and archived.
Take action
Stop retyping what the PDF already contains
Turn on DocPilot assisted extraction for your incoming contracts and documents.