FAQs
Have Questions?
What documents work best with IDP?
The best targets are high-volume documents in fixed or semi-fixed formats: vendor invoices, purchase orders, lien waivers, certificates of insurance, AP coding sheets, field tickets, inspection reports, and standard contracts. Anything that arrives the same way every week in dozens or hundreds of copies. Free-form documents work too but the build is heavier.
Does IDP replace staff?
In practice it reallocates them. The data entry portion of the role shrinks, but the exception review and the higher-judgment work expands. Most clients keep the same headcount and move the team to work that had been short for years, such as vendor reconciliation or customer collections.
Where does the extracted data go?
Directly into the system of record the business already uses. CinchOps integrates IDP outputs with QuickBooks, Sage, Procore, Salesforce, Dynamics 365, and similar tools. The structured data drops in as a draft transaction the team reviews and approves. The source document is indexed and searchable for compliance.
How accurate is AI document extraction?
On well-formed documents in fixed formats, extraction runs above 95% on the field level. The remaining 5% lands in an exception queue for a person to review. On messier or handwritten documents, the accuracy drops and the exception rate rises. The build includes the exception queue from the start, not as an afterthought.
Can IDP work inside a Microsoft tenant?
Yes, and that is the most common build. Microsoft Azure AI Document Intelligence runs inside the customer tenant, the documents stay in tenant storage, and the extraction logs are auditable. The data residency, retention, and access controls match what the rest of the Microsoft 365 environment already supports.