UiPath Document Understanding Reviews

Name: UiPath Document Understanding
Brand: UiPath
Rating: 4 (48 reviews)

4.1 out of 5

48 reviews
93% willing to recommend

What is UiPath Document Understanding?

UiPath Document Understanding is employed across industries for extracting data from documents like invoices and legal papers, automating processes, reducing manual input, and enhancing accuracy. It manages both structured and unstructured data with OCR and machine learning capabilities.

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UiPath Document Understanding is the #2 ranked solution in top Intelligent Document Processing (IDP) solutions. PeerSpot users give UiPath Document Understanding an average rating of 8.2 out of 10. UiPath Document Understanding is most commonly compared to ABBYY Vantage: UiPath Document Understanding vs ABBYY Vantage. UiPath Document Understanding is popular among the large enterprise segment, accounting for 65% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 16% of all views.

Buyer's Guide

UiPath Document Understanding

October 2024

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Helped 814,763 peers since 2012

Featured reviews

José Arthur Brasileiro

General Director | CEO at Virtual Think Tecnologia & Negócios

The data we extract using Document Understanding relates to vehicle accidents. The insurance company uses this data to charge third parties involved and recover most of their money with minimal human intervention. We are extracting information from 50 insurance documents to prove the concept of showing coverage for those involved in the accident. The information from the insurance company is in PDF format and is structured so that we can easily extract information from it. The other public policy documents vary in quality depending on the state and district in Brazil. We have 27 states, and these documents are unstructured, making it difficult to extract data from them. Sometimes they are in image format, and other times they are in PDF format. The 50 structured PDF documents from the insurance company are all 100 percent automated using UiPath Document Understanding. We are impressed with the machine learning and AI capabilities of Document Understanding. We can use APIs to identify whenever a vehicle accident is reported, which helps our business. Using the AI we can access vehicle accident reports and train the machine learning to understand the majority of the documents we extract information from to help improve our business processes. We use the UiPath platform orchestrator with an API to integrate with OpenAI. UiPath Document Understanding has helped our organization demonstrate to potential customers how the solution, together with AI and machine learning, can benefit their businesses. Before Document Understanding our process took 15 minutes per document and now it takes under one minute. Document Understanding has helped free up our staff's time to work on other projects.

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Mikolaj Zielinski

Senior Software Engineer in Intelligent Automation at Bayer

One of the most valuable features is the intelligent recognition of the fields. The algorithm is able to recognize them based on the pattern. Also, the machine learning model enables you to use predefined solutions. The machine-learning capabilities of the solution are very cool. I really like that part, and I hope it will be developed even more in the future. I'm really excited to see how it will develop. Integrating Document Understanding with other systems and applications is very easy if you already have some background. It just requires some mature developers to do so, and we are just about at that stage. It's very user-friendly, but the documentation could be a little more detailed. Besides that, it is fine.

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Boris Netzer

VP Delivery at Bynet

The most valuable aspect is the AI training model, which distinguishes itself by offering a more transparent and controllable approach compared to other products on the market. Unlike some alternatives, this model allows precise retraining of machine learning instances. It provides visibility into the training process, enabling control and the option to retrain multiple times as necessary. In contrast to comparable products, this transparency and control contribute to enhancing the precision of the training model. Forms AI performs admirably, posing as a strong competitor to Microsoft's PowerApps and other similar products in the market. It is straightforward and versatile, yet there is room for enhancement in certain design features that could improve user experience. Document Understanding seamlessly integrates with other systems and applications within the environment it operates. Its integration capabilities extend beyond RPA modules, ensuring smooth and trouble-free connections with various components. Human validation is required for Document Understanding at the beginning of Document automation journey, constituting around thirty percent of the overall process, while the tool handles the remaining seventy percent and document straight through processing improver further with model retraining. Notably, the retraining feature is a crucial and valuable aspect of the platform. This feature allows for retraining based on the validation actions performed by human validators. This is particularly significant because it enables refinement of the model in cases where documents are validated with low confidence. Some of the platforms lack the capability to provide confidence levels for field and data recognition, making this retraining feature a valuable asset for businesses seeking precision and efficiency in document processing. The human validation process for each document typically takes only a couple of seconds. The validation requirements are easily identifiable, allowing you to point to the specific area. Typically, pointing to it triggers a quick refocus of recognition to a different part, making the validation process efficient and straightforward. The average handle time before implementing Document Understanding was approximately between three to five minutes, but after automation, it has significantly reduced to less than a minute, possibly even just a couple of seconds. This improvement covers the entire process, including validation, data exchange, mailing approvals, and more, all seamlessly happening in the background. Beyond the time savings, the automation also substantially reduces rework caused by human errors, enhancing the overall efficiency and accuracy of the process. As per the customer, errors do occur at times, and the associated risk is considerably high. However, the implementation of Document Understanding effectively mitigates this risk, eliminating the potential for errors.

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UiPath Document Understanding mindshare

As of November 2024, the mindshare of UiPath Document Understanding in the Intelligent Document Processing (IDP) category stands at 16.0%, up from 8.2% compared to the previous year, according to calculations based on PeerSpot user engagement data.

Intelligent Document Processing (IDP)

Key learnings from peers

Last updated Oct 10, 2024

Valuable Features

UiPath Document Understanding offers valuable features like machine learning, OCR, and action center. Users appreciate its ability to handle various document formats, automate processes, and reduce human error. It integrates easily with other systems. Features like prebuilt algorithms, AI training models, invoice processing, and flexible custom models enhance user experience. The tool saves time and effort in document handling, improves accuracy, and minimizes manual tasks with intelligent extraction capabilities.

"The most valuable aspects of UiPath Document Understanding are its accuracy, ability to automate processes end-to-end, and the availability of a free trial period to conduct a proof of concept and assess its accuracy and speed."
"The most valuable feature of UiPath Document Understanding is the AI Center."
"UiPath's Document Understanding significantly reduces the effort needed to train a machine-learning model for our documents."

Room for Improvement

UiPath Document Understanding's pricing is high, making it difficult for small companies. Its AI capabilities need enhancement, particularly in handwritten text and signature recognition. Training models for varying document formats is complex. The software's interface is less user-friendly, and integration with other platforms is limited. Scanning and OCR accuracy require improvement. Users face challenges with table extraction spanning multiple pages and lack a middle-tier pricing option. Enhanced analytics and improved training for handling robots would be beneficial.

"Extending the trial period for UiPath Document Understanding from three to six months would allow organizations to evaluate their capabilities thoroughly."
"UiPath Document Understanding, while effective for its own platform, could be even more valuable if it integrated with other commonly used platforms, allowing for a more universal approach to document processing."
"The rising annual licensing cost of UiPath's Document Understanding product is a major turnoff for users."

ROI

Users report observing a return on investment from UiPath Document Understanding within various timeframes, ranging from a few months to over a year. Many experienced significant efficiency gains, reducing human tasks by 70-80%, optimizing personnel allocation, and cutting costs. The price may be high, but eventual profitability is achievable through improvements in accuracy and time savings. Automation of data entry tasks also enhances service quality and reduces the need for offshore teams, boosting overall financial outcomes.

Pricing

UiPath Document Understanding is often considered expensive, with a complex pricing model that includes AI units and additional fees for features like Orchestrator. While its flexible licensing options, such as monthly and yearly plans, appeal to smaller firms, the high upfront costs can deter some potential buyers. Many find the pricing reasonable for the capabilities offered but prefer a clearer cost structure. Despite premium pricing, its advanced features provide significant ROI and efficiency gains.

"I find the pricing to be fair."
"UiPath has a higher upfront cost, but its Document Understanding feature is not a significant additional expense compared to the overall platform."
"UiPath's pricing model is complex and based on AI units, which are consumed during model training and use."

Popular Use Cases

Organizations predominantly utilize UiPath Document Understanding for data extraction, particularly from invoices, in various departments such as finance and HR. It processes structured and unstructured documents, including PDFs, forms, and scanned images. By integrating artificial intelligence and machine learning, users automate document classification, reduce manual workload, and improve accuracy in data entry, facilitating seamless integration into systems like ERP or SAP, thereby streamlining operations across multiple industries.

Service and Support

Customers find UiPath Document Understanding's support satisfactory, describing it as responsive and helpful. Many appreciate its effectiveness, rating it between eight and nine out of ten. Some note slow response times and suggest room for improvement in understanding specific needs. Webinars and a dedicated technical team are valuable for developers. Support experience varies with plan levels, with diamond memberships receiving faster assistance. Some express concern over communication and ticket resolution practices.

Deployment

Many users expressed that the initial setup of UiPath Document Understanding is straightforward and quick, especially with cloud deployment. However, complexities arise with private cloud setups and when users are inexperienced. Deployment time varies, sometimes taking only hours while other instances can extend to weeks or months due to factors like training models, handling sensitive data, or adapting to specific environments. Experienced users find the process easier and more manageable.

Scalability

UiPath Document Understanding is praised for its strong scalability. Users from multiple companies highlight its ability to adapt across different usage levels, including expanded document volume and varied formats. Enterprises find it suitable for both small-scale and large-scale implementation. The cloud-based scalability receives positive ratings, though some raise concerns about the cost and manual intervention needed for broader scaling. Custom models are recommended for handling diverse document layouts effectively.

Stability

UiPath Document Understanding is often seen as stable, rated mostly between six and ten out of ten. Many users express satisfaction with its performance, though occasional improvements are suggested. Minor issues such as occasional crashes and AI concerns are noted. Clients are generally comfortable with its stability, though some instances of instability have been observed. However, these are usually not attributed to UiPath itself but to specific process design. Stability improves with cloud operation.

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

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Review data by company size

By reviewers

By visitors reading reviews

Top industries

By visitors reading reviews

Computer Software Company

16%

Financial Services Firm

15%

Real Estate/Law Firm

Healthcare Company

Manufacturing Company

University

Energy/Utilities Company

Educational Organization

Construction Company

Government

Insurance Company

Legal Firm

Retailer

Hospitality Company

Transportation Company

Comms Service Provider

Media Company

Agriculture

Engineering Company

Recreational Facilities/Services Company

Non Profit

Pharma/Biotech Company

Logistics Company

Outsourcing Company

Wholesaler/Distributor

Consumer Goods Company

Non Tech Company

Performing Arts

Recruiting/Hr Firm

Compare UiPath Document Understanding with alternative products

Learn more about UiPath Document Understanding

UiPath Document Understanding enhances data extraction by supporting numerous document formats and languages. Its capabilities range from processing invoices in finance to handling medical documents in healthcare. By integrating with systems such as SAP, it streamlines document classification and validation. The incorporation of OCR and machine learning allows for high accuracy, even with scanned and handwritten documents, while also enabling automation of tasks that formerly required significant manual intervention.

What are the key features of UiPath Document Understanding?

Machine Learning: Elevates data accuracy through AI-driven models.
OCR Capabilities: Optimizes extraction across multiple formats and languages.
Integration Flexibility: Connects with systems like SAP effectively.
Action Centers and Validation Stations: Facilitates user involvement in validations.
Pre-Built Algorithms: Improves efficiency, especially in invoice processing.

What benefits should be considered in reviews?

Manual Labor Reduction: Minimizes human input and related errors.
Accuracy Improvement: Increases precision in data extraction.
Flexibility: Adapts to a range of document types and formats.
Efficiency Boost: Speeds up processing times and reduces delays.

Across industries, companies use UiPath Document Understanding for automating document processing tasks. In finance, it handles invoice processing, while in healthcare it manages medical record extraction. In manufacturing, it streamlines document workflows, and in HR, it facilitates the handling of internal documents. Despite its advantages, users report challenges with handwriting accuracy, template diversity, and integration complexity. Enhancements in AI and OCR are desired to improve scanning and extraction from diverse languages and formats.