From Incoming Documents to Completed Workflows

An invoice arrives as a PDF. An application includes scanned forms and handwritten notes. A single attachment contains several documents that belong in different workflows. Each requires a different approach. Your team needs a consistent way to process them and get the information where it belongs. That is where document intelligence becomes part of how the business operates. From identifying what arrived to applying business rules and delivering structured data, every stage contributes to a complete workflow.

Turn document variety into a consistent process

Business documents rarely follow one format. Layouts change, suppliers use different labels, and information appears across tables, pages, and attachments. Base64 brings together document classification, splitting, and data extraction to help organizations manage that variety. Prebuilt models and custom model capabilities let teams address common document types and requirements specific to their operations. The goal is straightforward: turn incoming documents into usable information without making employees organize and re-enter it at every step.

Make the results work for your business

Capturing a value is one part of the job. The result also needs to match the requirements of the process using it. A supplier may place a purchase order number under “Customer reference.” Your workflow may require a standardized field name or a particular status based on the invoice amount. Base64’s Teach AI helps teams translate those requirements into reusable rules. Users can configure conditions and actions to update fields, assign values, or change document status, then preview the effect before saving. The knowledge your team uses every day becomes part of how future documents are processed.

Connect processing to the next action

Extracted information becomes more useful when it reaches the systems where work continues. Base64’s Flows, integrations, and APIs help connect document processing with business applications. Teams can configure workflows around how information needs to move, from incoming documents to structured output and downstream processes. For an operations team, that could mean preparing document data for an internal system. For a finance team, it could mean applying invoice requirements before passing the results into the next stage. Each workflow can reflect the needs of the business it supports.

Build on one connected platform

As document requirements grow, teams need a practical way to introduce new document types, adjust rules, and support additional use cases. Base64 combines document understanding, extraction, configurable rules, verification capabilities, and integrations within one platform. That gives organizations a foundation they can build on as their processes evolve. Start with the documents taking up your team’s time today. Connect the steps around them, put your business requirements into practice, and give every document a clear next step.