Use cases and pilot scenarios

eDocify is built for organizations that handle many business documents and need a controlled way to extract data, verify critical fields, route approvals, export to business systems, and keep audit-ready records.

Primary use cases

Use case	Target customer	Business outcome
Invoice OCR and approval	Accounting firms, SMB finance teams, AP departments	Faster invoice intake, fewer manual fields, controlled approvals.
Rivile / ERP export	Companies using Rivile, Business Central, or custom ERP systems	Verified accounting data reaches ERP with fewer errors.
Document verification center	BPO teams, shared service centers, document processing teams	Role-based queue, quality control, productivity visibility.
E-document archive	Records managers, auditors, compliance teams	Searchable archive with retention, legal hold, and evidence history.
OCR quality monitoring	Enterprises with strict accuracy requirements	Field-level accuracy, correction rate, provider comparison, SLA tracking.
Multi-source intake	Teams receiving documents by email, portal, Drive, SharePoint, API, or manual upload	One controlled intake layer instead of scattered inboxes and folders.

Pilot scenario 1: Accounting firm AP automation

Customer profile: accounting service provider that receives invoices for many clients.

Pilot scope:

• 3-5 clients;
• 500-1,000 real invoices;
• portal upload and email intake;
• OCR/AI field extraction;
• human verification;
• approval workflow where needed;
• Rivile export dry-run or sandbox export;
• archive evidence pack.

Success metrics:

• critical field accuracy;
• average verification time;
• export success rate;
• number of manual corrections;
• processing cost per document;
• accountant satisfaction.

Pilot scenario 2: Enterprise finance team

Customer profile: company with internal AP team and approval hierarchy.

Pilot scope:

• one company or business unit;
• supplier invoice workflow;
• approval routing;
• duplicate and anomaly detection;
• ERP export;
• audit report.

Success metrics:

• approval cycle time;
• overdue approval rate;
• duplicate detection rate;
• export repair rate;
• audit evidence completeness.

Pilot scenario 3: Document verification operations

Customer profile: team that processes high volumes of mixed documents.

Pilot scope:

• multiple document categories;
• OCR provider benchmark;
• verification queues;
• region OCR;
• field processing rules;
• quality dashboard.

Success metrics:

• documents processed per verifier hour;
• field-level correction rate;
• provider accuracy by document class;
• SLA compliance;
• queue backlog reduction.

Pilot scenario 4: Audit-ready archive

Customer profile: organization that must retain documents and prove access, retention, and legal hold state.

Pilot scope:

• import archive records;
• searchable metadata;
• retention policy;
• legal hold;
• audit journal;
• evidence export.

Success metrics:

• search and retrieval time;
• completeness of metadata;
• legal hold workflow success;
• audit evidence readiness;
• retention policy coverage.

Pilot report template

Each pilot should end with a short report:

Section	Content
Customer profile	Industry, team size, ERP, document volume.
Pilot scope	Document types, sources, users, roles, integrations.
Dataset	Number of documents, pages, suppliers, languages, formats.
AI results	Field-level accuracy, confidence, correction rate, provider comparison.
Workflow results	Verification time, approval time, queue status, export success.
Security notes	Access model, data handling, retention, audit evidence.
Business impact	Time saved, errors reduced, expected monthly value.
Next step	Production go-live, extended pilot, or integration hardening.

Funding-ready message

eDocify has concrete pilot scenarios that use real customer workflows. Microsoft startup support would help Bitlogika run AI workloads, store pilot documents securely, benchmark accuracy, integrate with ERP systems, and convert pilots into repeatable SaaS deployments.