Document Parser is document data extraction software that automatically pulls data from invoices, contracts, and forms and files it into the right CRM records, eliminating slow, error-prone manual work. Upload or forward a document and the OCR software reads, structures, and matches the relevant fields to the correct contact, company, or deal. As intelligent document processing built for real workflows, it handles invoice data capture and routes clean information where it belongs. This IDP software works as automated data entry software your team can trust, so people spend less time copying details across systems and more time on work that moves the business forward.
Operations app · Omnie AI
Io: Document Parser
Document data extraction software that automatically reads invoices, contracts, and forms and files the details into the right CRM records, removing slow, error-prone manual data entry.
AI at work Field extraction, document matching and exception flagging
Ready to subscribe? Click hereGDPRDPA 2018SOC 2HIPAAWCAG 2.2
4+
Connected tools
6
Industries served
What it does
Io: Document Parser, explained.
Key features
- Automatically extract key data from invoices, contracts, and forms.
- File extracted information into the correct CRM records, no manual typing.
- Cut data-entry errors and free your team from repetitive admin.
- Match documents to the right contact, company, or deal automatically.
- Speed up processing of high-volume paperwork with consistent, reliable results.
AI at work
AI at work in Io: Document Parser.
The moments where the AI does the work your team used to do by hand.
Field extraction
AI reads invoices, contracts, and forms and lifts the data into structured fields, replacing manual data entry.
Document matching
AI matches an uploaded document to the right contact, company, or deal automatically, a task someone used to do by searching the CRM.
Exception flagging
AI flags low-confidence or unusual extractions for a quick human check, instead of every document needing full manual review.
More on Io: Document Parser
Document data extraction software with no re-keying
Document Parser is document data extraction software that turns paperwork into structured records automatically. Send it an invoice, contract, or form and the fields are read and filed against the right contact, company, or deal in your CRM, with no manual typing.
Under the hood, accurate OCR software and intelligent document processing handle messy, real-world layouts. Invoice data capture is quick and consistent, so finance and operations stop chasing figures across email attachments and shared drives.
As practical IDP software and automated data entry software, it removes one of the most tedious jobs in the business. Your team keeps records accurate without the copy-paste, and the information they rely on is always where they expect it.
See it in action
Watch Io: Document Parser in 90 seconds.
A quick walkthrough of how Io: Document Parser works and how teams use it day to day.
Io: Document Parser, product tour
Add a video embed URL or embed snippet in the app’s “App details” box to replace this placeholder.
Connects with your tools
Works with the systems you already use.
Io: Document Parser connects to Bitrix24, Dropbox, Google Drive, QuickBooks out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Io: Document Parser is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
HIPAA (US)
Protection of US health information. Business Associate Agreements, Privacy and Security Rule safeguards (access controls, encryption, audit logging), a risk analysis and workforce training.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Built on Omnie AI
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
More apps
Explore related apps.
Operations
Callisto: Resource Planner
Resource planning software that schedules your people, rooms, and equipment against live CRM projects and deals, with a visual calendar showing availability and conflicts at a glance.
$1,390 / annum
Plus $700 Setup & Training
Operations
Rhea: Bar Code Scanner
A barcode scanning app that turns your phone into a mobile scanner for looking up products, updating stock levels, and logging items straight against CRM inventory and orders.
$890 / annum
Plus $500 Setup & Training
Operations
Ariel: Inventory Manager
Inventory management software that tracks stock levels, locations, and movements in real time, with low-stock alerts and automatic sync to your CRM products and orders.
$1,090 / annum
Plus $600 Setup & Training
Businesses we work with
Trusted by teams around the world.
Build Io: Document Parser for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
FAQs
Io: Document Parser, common questions.
What does Io: Document Parser connect to? +
Io: Document Parser works with Bitrix24, Dropbox, Google Drive, QuickBooks, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Io: Document Parser to how we work? +
Yes. Io: Document Parser is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Io: Document Parser? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Io: Document Parser for? +
Io: Document Parser is used by teams across Financial Services, Healthcare, Legal, Logistics & Transport, Professional Services and Real Estate, and adapts to the way your business works.