What is Nanonets?
Nanonets is an intelligent document processing platform that extracts data from unstructured documents and automates the workflows built around them. It ingests files from email, cloud storage, and other sources, applies AI-based data extraction without predefined templates, and pushes structured output directly to ERPs, CRMs, and databases. Core use cases include accounts payable automation, invoice processing, financial reconciliation, supply chain document handling, and insurance claims processing across finance, logistics, healthcare, and banking.
Features & Benefits
- AI data extraction – Extract structured data from invoices, purchase orders, receipts, bills of lading, passports, ID cards, bank statements, and other document types without relying on fixed templates, using AI extractors that adapt to document variation.
- Document workflow automation – Build no-code automated workflows that ingest documents from email, Dropbox, Google Drive, or other sources, apply extraction and validation logic, and route output to downstream systems.
- Accounts payable automation – Automate the full AP workflow including invoice capture, 2-way and 3-way PO matching, exception flagging, and ERP sync to reduce invoice processing time.
- Financial reconciliation – Automate account reconciliation by matching transactions across documents and systems, reducing manual effort in closing cycles.
- Document classification – Auto-classify and organize incoming documents by type across multi-document batches for structured processing.
- Review and approval workflows – Flag documents for human review only when needed, with approval actions accessible directly from Slack or email without logging into the platform.
- Data export and ERP integration – Push extracted data to CRMs, WMS, ERPs, and databases, or export as XLS, CSV, or XML for downstream use.
- Email workflow automation – Automate document processing triggered by incoming email, including automated response and routing logic.
- AI Agent platform – Deploy AI agents for end-to-end process automation beyond document extraction, available via the Nanonets agent platform.
Real-World Applications
Finance teams processing high volumes of vendor invoices may use Nanonets for AP automation to eliminate manual data entry from invoice processing workflows. The platform captures invoices from email or cloud storage, extracts line-item data using intelligent document processing, runs 2-way or 3-way matching against purchase orders, and syncs approved records directly to the ERP — reducing invoice processing time and cutting AP costs without adding headcount.
Insurance and banking operations handling large volumes of incoming applications, claims, or identity documents may use Nanonets to automate document classification and data extraction at scale. Auto-classification organizes multi-document submissions by type, while AI extraction pulls structured data from passports, ID cards, and financial statements without template configuration. For insurance underwriting, this kind of intelligent document processing can cut application processing time significantly while maintaining accuracy for downstream decisioning.
Logistics and supply chain teams dealing with bills of lading, purchase orders, and customs documents may use Nanonets to speed up order processing and reduce errors from manual data entry. The platform connects to CRMs like Salesforce and HubSpot, automates 2-way matching against purchase requests, and enables demand prediction workflows — supporting faster fulfillment cycles and better inventory visibility without building custom document automation software from scratch.
Healthcare and property management organizations processing high volumes of structured forms, bills, and maintenance invoices may use Nanonets to reduce turnaround time and free staff from repetitive data entry. The review workflow lets team members approve or flag exceptions directly from email or Slack, keeping intelligent document processing integrated into existing communication tools rather than requiring a separate platform login. Structured output exports to existing databases or accounting systems, maintaining data continuity without manual re-entry.
