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Automated Data
Extraction

AI models extract the relevant fields and confidence levels (no manual keying necessary).

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Human-in-the-loop
Verification

A user-friendly UI highlights extracted data above/below threshold confidence; users only need to correct or confirm. 

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Approval
Workflows

Based on configurable business rules set in an admin UI, Quidi can trigger additional approval steps if required. 

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Inbound Monitoring

Quidi automatically watches email inboxes and shared drives for new documents. 

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Validation &
Pre-check

Before proceeding, Quidi confirms the file is processable (e.g., not password-protected, corrupted, etc.). 

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If multiple documents are in one file, Quidi identifies and separates them. 

Smart Splitting

Platform Features

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Once validated/approved, the data can be pushed to any financial platform, ERP, or EHR via APIs or RPA scripts.

Seamless Integration
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