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reviewer2325957 - PeerSpot reviewer
Automation Program Manager at a consultancy with 10,001+ employees
Real User
Dec 29, 2023
Streamlines document-centric processes while offering automated data extraction and improved efficiency in handling diverse document formats
Pros and Cons
  • "I believe the most valuable feature is the prebuilt algorithm for extracting information from foreign invoices."
  • "There is room for improvement in handwriting processes."

What is our primary use case?

In Italy, one of the most prevalent use cases involves automating the processing of invoicing cycles. The issue we aimed to address through the integration of this solution is essentially the manual input of data into systems by humans and the need for checks and balances between invoicing and other physical documents. Our organization is in the manufacturing realm. We primarily use Document Understanding to process invoices, specifically a common document in Italy known as the BDT. Regarding the document format, it includes structural elements like tables, checkboxes, and headers. Some documents may feature large tables, and the header contains essential information that needs to be extracted. In terms of volume, for a medium-sized or small company, we handle approximately ten thousand of these documents annually.

How has it helped my organization?

The advantage stems from the seamless integration of this solution with the UiPath platform. If a customer already has the standard, robust UiPath platform operating within their systems, adding these smaller modules is all that's required to enable Document Understanding. It functions as an integrated ecosystem.

It facilitated the automation of our data entry processes.

Approximately twenty to thirty percent of our customer's documents undergo full automation in processing.

In our scenario, Document Understanding operates independently as a standalone module, not integrated with any other systems. The robots, however, interact with the systems.

The average processing time, before and after automating with Document Understanding, improved in speed for a minute.

Human errors have been reduced by seventy percent.

Document Understanding has contributed to freeing up approximately seventy percent of people's time for other projects.

What is most valuable?

I believe the most valuable feature is the prebuilt algorithm for extracting information from foreign invoices. This efficient algorithm eliminates the need to create one from scratch.

It has the capacity to manage diverse document formats, including handwriting and signatures.

Leveraging artificial intelligence or machine learning capabilities is beneficial. These technologies excel in field identification tasks, even when adjustments such as moving or rotating the identified fields may be necessary. The primary benefit of artificial intelligence lies in its ability to handle various layouts.

Around 20 to 30 percent of cases necessitate human validation for Document Understanding outputs. The human validation process typically takes less than one minute per document.

What needs improvement?

There is room for improvement in handwriting processes. It should enhance the user interface for constructing extraction logic. It is not as user-friendly as other parts of the platform. An additional feature that could be considered is the integration with generative AI. The deployment process should be more user-friendly and streamlined. Scalability capabilities should be improved, as well.

Buyer's Guide
UiPath IXP
January 2026
Learn what your peers think about UiPath IXP. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.

For how long have I used the solution?

I have been using it for two years now.

What do I think about the stability of the solution?

It offers good stability. The need for maintenance decreases with the highest level of stability.

What do I think about the scalability of the solution?

Scalability is limited as it relies on the document layout. Integrating generative AI could potentially address this aspect. Moving an algorithm to another project without making significant changes can be quite challenging.

How are customer service and support?

Our experience with its technical support is quite satisfactory. I would rate it nine out of ten.

How would you rate customer service and support?

Positive

What about the implementation team?

The deployment process is not as straightforward as a seamless deployment, such as with App Studio. The number of people required for a project depends on its nature. Typically, one or two individuals are sufficient for most deployment cases.
Maintenance requirements vary depending on the projects. The team size can range from one person to five, six, or seven people. The deployment of this solution required one month.

What was our ROI?

I believe a six-month payback period is reasonable for the time-to-value. A shorter duration would be more favorable for customers.

What's my experience with pricing, setup cost, and licensing?

I find the pricing to be somewhat on the higher side. User decisions are impacted by the pricing structure.

What other advice do I have?

Overall, I would rate it nine out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer. System integrator
PeerSpot user
Lakshay Verma. - PeerSpot reviewer
Senior Lead Engineer at a computer software company with 501-1,000 employees
MSP
Nov 14, 2023
The pre-labeling saves us time, the generated text integrates seamlessly, and helps reduce human error
Pros and Cons
  • "The best feature is pre-labeling, as it eliminates the need to manually label each data point."
  • "There is still room for enhancement in capturing line items from invoices."

What is our primary use case?

We use UiPath Document Understanding for two purposes: extracting information from medical certificates issued by a prominent university in Singapore and processing invoices for a client in the logistics industry within their ERP systems.

We implemented UiPath Document Understanding to significantly reduce the substantial mailout effort. Approximately 20 full-time employees were previously dedicated to these processes, but after implementation, we were able to halve the number of full-time employees required.

How has it helped my organization?

We are capturing the header line items, which include the account number, invoice number, invoice date, and the line items: quantity, line item description, unit price, taxes, item number, and ZIP codes. This is a sales sector document. The medical certificate is an untested document, and we need to capture specific dates, the doctor's medical certificate number, and the student's name. We also need to check whether a checkbox is checked. There are no handwritten documents to extract.

Around 80 percent of our documents are processed 100 percent automatically.

Before implementing Document Understanding, the average time per invoice for manual processing, including invoice scanning and data extraction, was 15 minutes. Following automation, the processing time has been reduced to six minutes, with the specific duration varying based on the number of features on each invoice.

Document Understanding has helped reduce human error by 70 to 80 percent.

Document Understanding has reduced staff time by nearly 50 percent.

What is most valuable?

The best feature is pre-labeling, as it eliminates the need to manually label each data point. This saves a significant amount of time and effort. Additionally, the generated text is integrated seamlessly into the tool, making it easy to use. The documentation is also very clear and concise, making it easy to get started with the tool.

What needs improvement?

Over the past few years, I have observed that the invoice model consistently improves with each new UiPath release. There is still room for enhancement in capturing line items from invoices. This is one of the areas where I believe we can achieve near-perfect data capture. Unfortunately, the current accuracy rate for capturing line items is between 50 and 60 percent. This necessitates manual two-way matching, which is time-consuming and inefficient. I believe UiPath Document Understanding can still improve in this area, but overall, it is moving in the right direction.

Despite advancements in artificial intelligence and machine learning, there are lingering concerns about data privacy and security. These concerns can have a significant impact on users, particularly in terms of geographic restrictions and data policies.

The accuracy level we receive does not justify the price, as many competitors are offering much lower prices.

For how long have I used the solution?

I have been using UiPath Document Understanding for three years.

What do I think about the stability of the solution?

While the stability is improving, it still needs to be enhanced in terms of model learning.

What do I think about the scalability of the solution?

UiPath Document Understanding is scalable, but there is an aspect of training that requires attention. The model should be trained with a specific type of invoice to ensure optimal accuracy. For instance, if the invoices are in multiple languages and formats, the post-model training results may not be as effective as compared to training the model with invoices in a single language or two languages at most.

How are customer service and support?

The technical support is good.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

In the past, we used IQ Bot from Automation Anywhere; however, its output fell short of UiPath Document Understanding's capabilities. This discrepancy stems from the sheer size of the model we currently employ in the collection. UiPath Document Understanding's effectiveness is attributable to this factor. Additionally, UiPath offers superior analytical reporting capabilities, whereas Automation Anywhere falters in this regard. With Automation Anywhere, we were required to create multiple models, whereas UiPath allows us to utilize a single model for a collection of invoices with similar structures.

How was the initial setup?

The deployment itself was straightforward. However, the deployment of the automation may have been more complex. In terms of the Document Understanding skills required for deployment, the process is straightforward. It doesn't require a lot of effort and can be completed in a day or two. For an experienced or certified individual, the deployment can likely be completed within a few hours.

To complete the deployment, a team of three people is required to work together.

What was our ROI?

The return on investment is seen within the first year of using the solution. 

What's my experience with pricing, setup cost, and licensing?

UiPath Document Understanding is priced high compared to its competition.

What other advice do I have?

I would rate UiPath Document Understanding nine out of ten.

Our clients experience time to value after approximately four months of usage because, initially, it takes some time to become familiar with the models and begin to see results.

The number of people we have using the solution is specific to the AP team or data finance team. Currently, we have two teams working on the solution.

Document Understanding requires ongoing maintenance in the form of model retraining. In the event of any encryptions, we may need to provide validation to the user. Additionally, we need to ensure that our models are regularly retrained.

Organizations need to carefully evaluate the scope and requirements of their Document Understanding initiatives. While existing Document Understanding models have demonstrated capabilities in specific invoice formats, it is crucial to test their performance across a broader range of invoice types. I recommend conducting a pilot test using a sample of 20 diverse but similar invoices to assess the models' accuracy and applicability.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Buyer's Guide
UiPath IXP
January 2026
Learn what your peers think about UiPath IXP. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
Business Head for Syber Security
Real User
Top 20
Feb 27, 2024
Helps free up time, reduce human error, and automate processes
Pros and Cons
  • "The prebuilt algorithm for extracting foreign invoices is the most valuable feature because it eliminates the need for us to build anything from scratch."
  • "The signature and handwriting are a pain point for the OCR and have room for improvement."

What is our primary use case?

We are a system integrator in the manufacturing industry and our clients use UiPath Document Understanding for their invoicing cycle processing.

Previously, our clients manually entered invoices into their systems, seeking a solution to automate this process while still maintaining controls for verification and audit purposes. We implemented UiPath Document Understanding to address this need.

How has it helped my organization?

Data entry is the most common use for UiPath Document Understanding.

In Italy, a common document format for simplified sales invoices is the BBT, which lists the total cost of the entire merchandise unit.

Since our clients are primarily small and medium-sized businesses, UiPath Document Understanding processes around 10,000 documents annually.

The documents contain a header and a large table where data is extracted.

Around 30 percent of the documents are fully completed by UiPath Document Understanding.

AI and machine learning do a great job sorting and identifying fields and documentation orientation. Managing different layouts is the most valuable attribute of AI.

Companies that use the UiPath platform can easily integrate UiPath Document Understanding using a few modules.

Human validation is required for 20 to 30 percent of cases and it takes less than one minute to complete.

UiPath Document Understanding helps reduce human error by 70 percent.

UiPath Document Understanding has helped free up around 70 percent of people's time to work on other projects.

For most of our clients, the time to value is usually six months.

What is most valuable?

The prebuilt algorithm for extracting foreign invoices is the most valuable feature because it eliminates the need for us to build anything from scratch.

What needs improvement?

The signature and handwriting are a pain point for the OCR and have room for improvement.

The extraction logic portion of the UI is not as user-friendly as the rest of the platform and has room for improvement.

I would like to have generative AI integration added to a future release.

For how long have I used the solution?

I have been using UiPath Document Understanding for two years.

What do I think about the stability of the solution?

The stability of UiPath Document Understanding is good. The higher the stability the less maintenance is required.

What do I think about the scalability of the solution?

The scalability can be improved with the help of generative AI. It is difficult to build an algorithm and move to another project without making important changes to it.

How are customer service and support?

The technical support is good.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial deployment process is not user-friendly. It requires a lot of steps, although depending on the size of the deployment, one person can usually manage it.

The average deployment takes around one month to complete. 

What about the implementation team?

We implement the solution for our clients.

What's my experience with pricing, setup cost, and licensing?

The price for UiPath Document Understanding is a bit expensive.

What other advice do I have?

I would rate UiPath Document Understanding a nine out of ten.

The number of people required for maintenance depends on the project. It can go from one person up to seven.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer. partner
PeerSpot user
Boris Netzer - PeerSpot reviewer
VP Delivery at a computer software company with 501-1,000 employees
Reseller
Jan 18, 2024
Offers impressive ability to automate document processing while providing seamless integration, efficient training models, and significant time and cost savings
Pros and Cons
  • "The scalability it offers is truly exceptional, making it arguably the best in the market."
  • "Making the design of Forms AI more flexible and accommodating to companies' branding preferences would be beneficial."

What is our primary use case?

The primary use case revolves around processing invoices. In Israel, where the solution is region-oriented, the invoices typically involve multiple languages within a single document and may also include various currencies. The capability of handling such diverse linguistic and currency elements is a notable strength of UiPath Document Understanding in this context. Through its implementation, our goal was to minimize manual tasks significantly and reduce the time required for invoice processing.

How has it helped my organization?

Up to this point, Document Understanding has been applied primarily to automate invoice processing in our implementations. For the customers for whom we have implemented it, the emphasis has predominantly been on invoice processing. This is because, within the customer's value chain, these processes are perceived to deliver the most significant value.

In terms of the types and volumes of documents processed with Document Understanding, the volumes are measured per page rather than per invoice. We typically handle a range of 50,000 to 100,000 pages. It's important to note that invoices, which occasionally consist of more than two or three pages, are encompassed within these volume metrics.

Typically, the document format comprises a header, a table, and often a summary, along with occasional total figures. This basic structure is effectively handled by Document Understanding, excelling in processing both headers and tables seamlessly.

Approximately seventy to eighty percent of our customers' organizational documents undergo complete and automatic processing.

The benefits are straightforward– it eliminates the need for physical forms on the table. This simplicity instills a high level of confidence in the model, and I foresee a promising future for it. It stands out as an excellent solution for companies, particularly those dealing with a substantial volume of invoices and vendors from diverse sources.

It has liberated time for other projects. Previously, we needed three to four people for validating invoices. Now, we have scaled down to one part-time person, who, for the most part, is engaged in other responsibilities. Invoicing tasks occupy only around five percent of their work time, handled intermittently.

What is most valuable?

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.

What needs improvement?

I wish to have more pre-trained modules available in various languages. For instance, while Document Understanding currently supports Hebrew for Israel, I would appreciate the addition of pre-trained modules specifically tailored for different Hebrew-related forms. This enhancement could prove to be quite beneficial.

For how long have I used the solution?

I have been working with it for three months.

What do I think about the stability of the solution?

The system is highly stable, especially since it operates on the cloud. We haven't encountered any disruptions or issues.

What do I think about the scalability of the solution?

When discussing Document Understanding and RPA processes, it's essential to highlight that it's a scalable solution on the cloud. The scalability it offers is truly exceptional, making it arguably the best in the market.

How are customer service and support?

The technical support is outstanding. In Israel, we have a local UiPath office, and they are incredibly helpful. Their responsiveness is remarkable, and if there's ever a need for assistance, they promptly provide valuable support. I would rate it nine out of ten.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial setup falls in the middle ground – not overly complex but not entirely straightforward either. It requires an understanding of how to retrain the model and fine-tune both the OCR and the application.

What about the implementation team?

Deployment time is a matter of minutes. The deployment process is straightforward as it involves a cloud solution. You order the environment, set up both the robotic and Document Understanding environments, and start working. It's a simple and quick process. Typically, the deployment involves one representative from our team and relevant subject matter experts from the customer's side. These experts are individuals directly engaged in the process, and often a reinsurance manager, functioning as a project manager, is crucial from the customer's side. It is imperative to have a subject matter expert from the customer's side because our team usually lacks visibility into their business processes and requirements.

Maintenance typically involves one person responsible for document validation. The specifics may vary based on the document type; for instance, if it's invoices, it's generally handled by a single person specializing in invoice processing. While I would assume similar patterns for other platforms, variations might occur with different document types, requiring different subject matter experts for each form. However, from the technical side, it usually entails the responsibility of one person.

What was our ROI?

In terms of Return on Investment, while we haven't quantified it precisely, the notable reduction in personnel from three or four full-time roles to one person handling the task part-time signifies a significant cost avoidance. Instead of letting people go, the approach involves reallocating them to other tasks, essentially avoiding around ninety-five percent of the previous budget dedicated to this particular process. The benefits in terms of cost-effectiveness and time efficiency are substantial. In the context of time to value, I'd estimate around two months to establish a production process, yielding impressive results ranging from seventy to eighty percent.

I think this timeframe needs to be considered with the multitude of invoices and vendors involved. We're dealing with processing invoices from over two thousand different vendors, spanning two different languages, including instances where both languages are mixed within a single invoice. The complexity is heightened by the inclusion of both right-to-left and left-to-right languages. Despite these intricate challenges, achieving the high complexity production process within two months is not only sufficient but also a commendable outcome.

What other advice do I have?

For those interested, I would recommend undergoing a POC to truly experience and be pleasantly surprised by the outcomes within a couple of days. In an overall comparison with other solutions in the local market, I would confidently rate this as a robust nine out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner Reseller, Integrator
PeerSpot user
it_user1619916 - PeerSpot reviewer
Senior Software Engineer in Intelligent Automation at a pharma/biotech company with 10,001+ employees
User
Sep 15, 2023
Speeds up our data analysis and improves data quality
Pros and Cons
  • "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."
  • "The documentation should be more clear, or better training should be provided."

What is our primary use case?

We have processes for purchase orders. We need to analyze the content of these files and some invoices. Based on that, we are able to perform qualifications and post them to the CRM system. Overall, we call this our invoice control process.

We wanted to optimize the performance, meaning the time the process takes, and the quality. We had some problems with the quality of transferring the data because people would make mistakes. If they were doing 80 documents per day, there was a high possibility that they would forget to look for some information or they would copy and paste the wrong fields.

How has it helped my organization?

The main benefit for us has definitely been a faster process. We have sped up the process of analyzing the data. A second one is the improvement in the quality of our implementation.

In our organization, we are now at 30 percent of our documents being completely processed automatically. And in terms of human validation required for output from Document Understanding, we need it for 15 percent of the cases. We have decreased the time needed for such processing by 70 percent. And regarding human error, we have seen a decrease of about 60 percent.

What is most valuable?

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.

What needs improvement?

With handwriting, we had a problem. It wasn't able to extract it because we have handwritten documents in Polish, and that language is not supported at this time.

Also, the documentation should be more clear, or better training should be provided.

For how long have I used the solution?

We have been working with UiPath Document Understanding for about eight months.

What do I think about the scalability of the solution?

Scalability is very easy to manage. It's very natural. The only thing that changes is the number of processes and the number of licenses. The more money we save with it, the bigger we will scale it.

We are using it across four departments.

How are customer service and support?

I really like their customer support. They are very responsive.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We had ABBYY. The advantage we see with UiPath is that it's easier to implement things with RPA. Some of our teams are still using ABBYY, but our team has declined to use it anymore for automation.

How was the initial setup?

I'm the system owner and architect, so it was on me to set it up. The initial setup was very complex in the sense that we had to play with the firewalls and other things to make it work.

It included the entire cloud, not only Document Understanding. It was very tricky to do it the correct way. We had to do a lift-and-shift. We updated the on-prem environment to the latest possible version and then copied the entire base to the cloud. Later, we upgraded each process, and, once the process was upgraded and ready to work in the cloud, we moved it to the target tenant.

At this moment, it does not require any maintenance.

What about the implementation team?

We did it ourselves. We had a team of 20 people, but that's because we have a lot of processes.

What was our ROI?

We will need to have the solution for at least one year to have a clear view of ROI. It's the same for time-to-value with the solution.

What's my experience with pricing, setup cost, and licensing?

It's expensive, but you can reduce the price per license by getting more licenses. Overall, the pricing is okay.

One area for improvement would be a different licensing model. Right now, we have to assign a license to allow a user to do validation. We think that standard access to Orchestrator should allow a user to validate.

What other advice do I have?

Definitely talk first with a UiPath representative to get someone who will take care of you and the implementation. Do not waste your time reading through the documentation because it's very messy.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
reviewer2114490 - PeerSpot reviewer
Head Automation at a manufacturing company with 51-200 employees
Reseller
Dec 4, 2023
Offers user-friendly development, and a structured labeling process, but the AI causes stability issues
Pros and Cons
  • "I like the clear and organized way in which UiPath has structured the labeling process, as well as the user-friendly development environment."
  • "The licensing model poses a significant challenge due to the fee charged for posting a model, which impedes the development of productivity-enhancing models."

What is our primary use case?

We use UiPath Document Understanding to process purchase orders and order confirmations.

We implemented UiPath Document Understanding because we wanted a more efficient way to process the documents we were receiving.

How has it helped my organization?

We process purchase orders and order confirmations in PDF format. The documents we process are tables and standard data.

We process anywhere from 150 to 200 documents per day with UiPath Document Understanding. We process between 60 to 70 percent of the documents completely with UiPath Document Understanding.

We do not use Document Understanding for signatures or handwriting, but we do use it for various document formats, which it handles moderately well.

The AI and machine learning with UiPath do the job moderately well.

We leveraged API calls to seamlessly integrate UiPath Document Understanding with other systems and applications within our environment.

UiPath Document Understanding has helped save us a lot of time.

We required human validation between 30 to 40 percent of the time.

Prior to implementing UiPath Document Understanding, it took us one hour to process each document. With the implementation, processing time has been reduced to one minute, saving us 59 minutes per document.

UiPath Document Understanding has helped reduce human error.

UiPath Document Understanding has helped save our people time to focus on other projects. This time savings is equivalent to the productive output of a full-time employee. 

What is most valuable?

I like the clear and organized way in which UiPath has structured the labeling process, as well as the user-friendly development environment.

What needs improvement?

Several areas require improvement in UiPath. The licensing model poses a significant challenge due to the fee charged for posting a model, which impedes the development of productivity-enhancing models. Additionally, UiPath's pricing is substantially higher than that of its competitors, approximately three to four times higher.

UiPath's AI quality needs substantial improvement. Several issues have persisted for at least two years, such as the inability to handle breaks in tables. When data in a table extends from the first page to the second, UiPath fails to process it effectively. Additionally, UiPath struggles to handle multiple items.

For how long have I used the solution?

I have been using UiPath Document Understanding for over two years.

What do I think about the stability of the solution?

I would rate the stability of UiPath Document Understandings six out of ten, because of the AI issues.

What do I think about the scalability of the solution?

I would rate the scalability of UiPath Document Understanding eight out of ten.

How are customer service and support?

The technical support is good.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial deployment is straightforward. We implemented a hybrid model of on-premises and cloud deployment throughout the organization. The robots are physically located on-premises, but their operations are managed and controlled through a cloud-based platform. One person was required for the deployment.

What was our ROI?

We have seen a return on investment with UiPath Document Understanding.

What's my experience with pricing, setup cost, and licensing?

UiPath Document Understanding compared to the competitors is high. I would rate the price nine out of ten with ten being the most expensive.

What other advice do I have?

I would rate UiPath Document Understanding seven out of ten.

We have seen time to value with UiPath Document Understanding.

UiPath Document Understanding requires constant maintenance because of the AI issues. One person can handle the maintenance.

I recommend thoroughly testing UiPath Document Understanding to verify that the organization is genuinely deriving value from the tool and to assess whether the AI model can effectively handle the capabilities advertised by UiPath.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer.
PeerSpot user
Senior Consultant at a tech services company with 201-500 employees
Consultant
Oct 27, 2023
Good document understanding and automation capabilities with helpful support
Pros and Cons
  • "It's helped us free up time for other staff projects."
  • "They could work on the digitizing and classification of documents."

What is our primary use case?

I use the solution in different ways. There are different ways to deal with the documents and extract data using OCRs, et cetera. I focus on document understanding with machine learning capabilities baked into it. 

How has it helped my organization?

I have worked on different types of documents. Both structured and unstructured documents as well as purchase orders, invoices, and time sheets as well. Depending on the type of the document or form, the solution would be different. If we have a structured document to retrieve the known information, then that would be easy. We would just use regular methods and simple extraction methods to get the data. However, if the documents are unstructured and the formats of those documents are different, that's where we would be using understanding and machine learning capabilities.

I've used it in healthcare, finance, and investments.

What is most valuable?

We're dealing with multiple vendors right now. When we deal with multiple vendors, each vendor has different structures for documents, and some of them provide data within papers while some of them provide just data as paragraphs. So for each of those types of documents, we have to extend the data based on the need.

How much the process is automated depends on the use case. It depends on the scenarios of the different types of formats of users. Sometimes there are different functionalities that we have to use within UiPath. If we're using Action Center, we probably would be able to automate almost all documents and that's where we would need users' input to validate the right information. In any case, we would be able to automate the majority of the documents since the bot would be able to expand the data. In such cases, the process might be longer. That's where we have to spend more time. However, if the documents are structured, it would be very easy for us to identify the data in those documents and then build the workflows.

The ability of UiPath to handle variant document formats, including handwriting is decent. Extracting the data is fine. However, it depends on what solution you implement and how much time you are ready to spend to implement that solution. If we have a plan to involve the Action Center within the solution, then that's where we would need a few inputs from the users to make sure that the automation is working fine, and that's where you would be able to achieve the majority of the success rate. However, if it is something that we just want to automate and we don't want to involve humans in it, then that's where we might result in a few exceptions as the data might not be right. That's where we would face some challenges. 

The machine learning capabilities have been quite fine. We've been able to digitize and classify documents and use them in our processes. That said, when compared to AI fabric, that's where we need to spend more time creating our own packages for it and then deploying those packages into the workflows. We need to make sure that we have a handle on all the documents.

I have found that 70% to 80% human validation is needed if we are trying to deal with sensitive data or if we are trying to deal with some confidential data. In those cases, we need to make sure that all the data is right. So as long as the document is structured and is well defined, and well-formatted, we might leave it 100% to automation. If any of these details are confidential or if any of these details require evaluation, then we will need user interaction. 

The validation process can be pretty quick. A code document doesn't take much time. It depends on the data. In any use case, I need to extract more than ten or 12 fields. If we're dealing with that number of fields, I'd estimate we need between two to 22 minutes.

The Average Handle Time, the AHT, depends on the cases. If there's no human involvement, then it would definitely take less time. If there's human involvement, the product could at least reduce the effort. The human involvement may drop from 20 to 30 steps down to one and they are just needed for validation. That scenario shows UiPath as a great time saver. Initially, we used to take 15 to 20 minutes to work on a document. Now, with automation, it might only take two to three minutes. It saves 65% to 75% in terms of time. 

There's still a chance of human error or tasks taking a few minutes as users would need to input some data into the document in the Action Center. That said, there is definitely a reduction and less of a chance of human errors over there. 

It's helped us free up time for other staff projects. That's the intention of implementing automation. Users can reduce their time on tedious tasks and focus on more important business needs. 

What needs improvement?

Document understanding works fine, however, it depends on what information you are providing it with. If the data is right, the data is good, however, in cases where the data is not right, it gets a bit difficult.

They could work on the digitizing and classification of documents. That would play a major role in document understanding since that's where we need to make sure that bots are able to extract data from multiple formats or multiple structures of the documents. The better they get at data extraction, the better we can automate. 

For how long have I used the solution?

I've used the solution for two and a half years. 

What do I think about the scalability of the solution?

I have worked on different use cases. There was one use case where I just worked on a similar type of document that had data entries for more than 300 to 400 users. I have worked with more than 400 to 500 documents of different formats and different sources. That's where I had to use machine learning packages. Right now, we are working on documents, with set formats and different structures, however, the volume of the documents is about 400 to 500.

How are customer service and support?

They have a good technical team that supports the needs of the developers. 

How would you rate customer service and support?

Positive

How was the initial setup?

It could actually take one year if you consider the effort which we had put into building that solution as well. We have a few developers working on it. We wouldn't see a return on investment within eight to ten months as we would just be starting with building the processes. 

What was our ROI?

We have witnessed some ROI. For example, it reduces review work from 60% to 70%. That's where the full-time employees would definitely save their time and can then focus on much more important business needs, which could help them get more projects or increase revenue as well. That's where you would see the most ROI. 

It definitely reduces the hours of work. The bots have the potential to also cover offline hours. 

What other advice do I have?

While it depends on the use cases, the document understanding is good. I'd rate it eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer2274327 - PeerSpot reviewer
Regional Solution Architect at a tech vendor with 10,001+ employees
MSP
Oct 2, 2023
Does not support the Arabic language, though it shortens the time of extracting data and reduces human errors
Pros and Cons
  • "It shortens the time of extracting data by 70 to 80%."
  • "The solution must localize the built-in features for supporting Arabic scripts so we do not rely on third-party tools."

What is most valuable?

The product is very, very nice. The tool relieves the data entry team from manipulating data. It shortens the time of extracting data by 70 to 80%.

What needs improvement?

UiPath should localize the built-in features for supporting Arabic scripts so we do not rely on third-party tools. It will take some investment. Sometimes, when we use third-party tools, we need to collect multiple samples of the same document in Arabic. It creates some errors in understanding. 

Sometimes, we need to do multiple formats for the same document. It happens due to the nature of the Arabic language. For the same document in English, we only supply one template. The output of handwritten documents in Arabic is very poor, regardless of the solution. For computer-printed documents, we need to tune the system.

For how long have I used the solution?

I am using the solution currently.

What do I think about the stability of the solution?

The product is stable.

What do I think about the scalability of the solution?

The tool is scalable.

Which solution did I use previously and why did I switch?

We were using our own intelligent business processing solution. It is more convenient to use because it's our own product, and we rely on Amazon Web Services. It provides big advantages for Arabic scripts. It is more understandable.

How was the initial setup?

The product is easy to implement to an extent. If we are familiar with the input, processing, output, and how to declare variables, it's easy. If we are new to UiPath, it would be somewhat difficult to understand. UiPath Academy and certifications are very important.

The difficulties in implementation depend on the environments, document sources, document types, and customer understanding. Sometimes, customers think the product can pass anything without configuration, which is not true in some cases. We have to be very clear with the customer about the type of documents and layout they can expect. Two working days are sufficient for configuring, extracting, and linking the process. One person is enough to deploy the solution.

What's my experience with pricing, setup cost, and licensing?

The pricing depends on the context of the project. UiPath is a pricey tool for small customers. If the customer agrees on the cloud product, we discuss the cost accordingly. In some cases, even though the customer sees value in the product, return on investment, productivity, and enhancements of their processes, they decide not to choose UiPath due to budget constraints. They choose a different vendor.

What other advice do I have?

Sometimes, the customer is small, but we could see the potential for using the tool because they might have multiple processes. The price we offer is based on the context and the size of the opportunity we get for references. Document Understanding has helped us automate processes like contract management, reconciliation of invoices against purchase orders, claims management, and HR processes.

We process 100,000 to 500,000 documents in a year. We also had a project for Dubai Customs to reconcile the customs clearance, which involved 500,000 to 1,000,000 documents. These documents contain tables, bar codes, dates, and checkboxes. Tables might span over multiple pages, and we must capture it completely. It becomes challenging sometimes. If there is an invoice of three pages, everything must be captured, but sometimes the values are inaccurate.

Around 70% of our organization’s documents are completely processed automatically. We haven't used the product for signatures. Customers often see from a productivity point of view. If their employees process ten documents an hour, and the tool processes 50 documents an hour, using the tool is an advantage for them.

The tool does not work for integrations. It extracts data. When we extract data successfully, we rely on other business tools for integration. Document Understanding serves as a first milestone in the process. The tool at the second milestone would pick up the extracted data and post it according to the processes or applications used.

We need human validation of Document Understanding outputs three out of ten times. It does not take more than 20 to 30 seconds per document. An employee would take ten documents per minute. RPA could handle 30 to 40 documents per minute. Document Understanding has helped us reduce human errors by 70% to 80%.

Document Understanding has helped free up staff’s time for other projects. From a development point of view, it has freed up 70% of staff's time. From an employee's point of view, it has freed up 80 to 90% of their time. We saw the value of the product after a couple of projects, especially when we implemented it and saw the value for ourselves. As a customer, vendor, or implementer, when we see the execution, we see the value.

If someone wants to take advantage of this technology, they must think multiple times about different scenarios. They must centralize the capture or the source of data. They can use any product that is easy to use and configure and link it to the processes. They must sync the templates and the configuration multiple times and link it to the automation strategy.

Overall, I rate the solution a five out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Buyer's Guide
Download our free UiPath IXP Report and get advice and tips from experienced pros sharing their opinions.
Updated: January 2026
Buyer's Guide
Download our free UiPath IXP Report and get advice and tips from experienced pros sharing their opinions.