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Capture and Intelligent Document Processing

OpenText Capture

Harness AI to accelerate business with intelligent capture software

OpenText Capture dashboard displaying account billing documents and thumbnails

OpenText a leader in Intelligent Document ProcessingGet the IDC report excerpt

Ready to let go of tedious tasks with intelligent document capture?

Automate manual content processes and transform data into actionable insights with AI-powered information capture solutions.

See how you can accelerate processes at scale with AI and OpenText Capture

OpenText™ Capture uses continuous machine learning (CML) and large language models (LLM) to automate manual content processes like accounts payable, back-file conversion, and onboarding. A key part of intelligent document processing (IDP) solutions, it transforms paper and digital content into actionable data, enables secure and efficient routing to the right users and systems, and makes accurate information available when and where it's needed.

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Why OpenText Capture?

Optimize processes and enhance efficiency with simplified routing, continuous learning, and end-to-end document management.

  • Intelligent
    with continuous machine learning
    Boost accuracy and limit maintenance by auto-updating models with validation data by non-technical reviewers—without data labeling or model expertise.
    Learn more
  • Flexible
    deployment to select the best fit along your cloud journey
    Manage scalable capture operations on premises, as embedded microservices, or in a private/hybrid cloud hosted by us, Google, Amazon, or Microsoft.
    Explore OpenText Private Cloud
  • Leader
    in end-to-end document management and automation
    Expand capture with integrated process automation, content services, and analytics to reduce complexity and streamline workflows—all with one vendor.
    Discover a market leader

Use cases

Enhance efficiency, accuracy, and compliance across functions—from invoice processing to employee and customer onboarding, claims processing, customer service, and audit readiness—with intelligent document capture.

  • Save time and focus on high-value tasks by automating procure-to-payment options. Instead of relying on slow, error-prone manual invoice processing, you can easily extract and validate invoice data from multiple channels, including email, scans, faxes, and more.

    Explore procure-to-pay process automation
  • Streamline new hire processes to be more efficient and welcoming. Analyze and classify files with intelligent document capture for quick searches and automated HR tasks and workflows.

    Learn about HR automation
  • Automate data capture and verification with intelligent document processing solutions for Know Your Customer (KYC) and customer onboarding. Free sales reps' time by automatically capturing, classifying, and extracting data for automated CRM workflows.

    Learn how to optimize customer onboarding
  • Enhance claims processing by automatically capturing actionable data from claim forms and documents. Data capture solutions help cut costs while retaining customers and staff, boosting overall efficiency and satisfaction.

    Discover how to accelerate claims processing
  • Reduce slow, error-prone manual processes and address vast data volumes to improve customer service and support. Enable automation with intelligent capture software and intelligent document processing to enhance customer interactions with actionable data.

    See how you can elevate customer service
  • Better support regulatory compliance programs by using an information capture solution to automatically classify and transform files into text-searchable documents for easier findability and archiving.

    Ensure compliance and simplify reporting

    Key features

    Activate intelligent document capture and intelligent document processing solutions to extract data across formats, streamline workflows, and ensure security. Route information to business systems without complex integrations.

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    Human-in-the-loop validation

    Enhances accuracy and streamlines maintenance with a web UI that feeds into the continuous learning engine while boosting productivity through optimized workflows and a user-friendly interface.

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    Multi-modal ingestion

    Automatically extracts information from paper, emails, PDFs, mobile devices, images, and more to unify data capture across departments, enabling scalable content management and shared services.

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    Intelligent document classification

    Identifies documents with text and graphical methods to automatically deliver higher accuracy and faster performance.

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    Intelligent data extraction and validation

    Improves the accuracy of data delivered to other business systems across 120+ languages and locales with built-in OCR, machine learning, and third-party LLM and recognition integrations.

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    Configurable capture workflows

    Enables you to design workflows with advanced rules that meet business needs without scripting. Uses CaptureFlow Designer to set document priorities and routes without coding or complex integrations.

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    Secure hybrid and distributed capture deployments

    Ensures data is encrypted both at rest and in-flight between connected systems, whether in the same data center, distributed, or in the cloud.

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    Multiple export options

    Shares data with multiple applications—such as OpenText™ Core Content Management, OpenText™ Content Management, and OpenText™ Documentum™ Content Management—plus solutions via CMIS.

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    Automated information routing

    Optimizes process initiation time with a simple-to-use workflow that maps documents and data to leading systems without complex system integrations.


    Accelerate the value of OpenText Capture

    Add-ons

    Enhance OpenText Capture with this add-on.

    • OpenText™ Capture for SAP® Solutions

      This information capture software enables OpenText™ Vendor Invoice Management for SAP® Solutions to automate order-to-cash and procure-to-pay processes in your SAP ERP by classifying content and extracting details needed to post and route exceptions to the right workflows and users in SAP solutions.

      Deployment

      OpenText offers flexible deployment options for OpenText Capture in the cloud.

      Professional Services

      OpenText Professional Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

      Communities

      Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.

      Partners

      OpenText helps customers find the right solution, the right support, and the right outcome.

      Training

      OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.

      • OpenText™ Capture Advanced Recognition

        This course provides the knowledge to configure and develop a solution using Advanced Recognition. With hands-on exercises, students learn how to classify images automatically and manually (if required), and extract and validate the data.

      • OpenText™ Capture Developer

        In this course, students learn how to use various types of scripting available in information capture solutions. Topics include client-side scripting, .NET Code module, profile scripting for document types and image processing, and the creation of custom image filters. Students will use VB.NET.

      • OpenText™ Capture Designer

        In this course, students learn the power of Capture Designer. Labs are presented that require students to analyze unique process specifications—just as they would encounter in a production environment—and create production quality processes.

      • OpenText™ Capture Fundamentals and Administration

        This course builds the foundation for designing, implementing, and supporting information capture solutions. With hands-on exercises, students learn about product, process specification, and design; batch processing; system administration; system maintenance and monitoring; configuration; and more.

      OpenText Capture resources

      MSIG logo

      International insurance company builds omnichannel self-service capabilities

      Learn more
      NABARD logo

      Government bank saves 2.4+ million pages of paper and speeds project approvals

      Learn more
      Banking industry customer story

      Multi-national bank uses automation to speed and streamline customer onboarding

      Learn more
      Post-secondary customer story

      Leading university manages millions of files to support research and teaching

      Learn more
      Energy industry customer story

      Utility empowers field staff and ensures excellent maintenance safety standards

      Learn more

      OpenText Capture

      Read the product overview

      What is private cloud?

      Learn more

      What is intelligent document processing?

      Learn more

      Continuous machine learning: Your AI edge

      Read the white paper

      Intelligent document processing

      Read the solution overview

      OpenText Private Cloud

      Read the handbook

      OpenText Capture

      Read the product overview

      What is private cloud?

      Learn more

      What is intelligent document processing?

      Learn more

      Continuous machine learning: Your AI edge

      Read the white paper

      Intelligent document processing

      Read the solution overview

      OpenText Private Cloud

      Read the handbook
      Play video

      See OpenText Capture transform content into actionable data

      Watch the demo
      Play video

      How to generate information extraction profiles with LLM and OpenText Capture

      Watch the demo
      Play video

      How to extract checkbox data with OpenText Capture

      Watch the demo

      Automate with actionable data: AI and intelligent document processing

      Watch the webinar

      OpenText Content Cloud Virtual Summit 2025

      Watch the webinar

      Automate with actionable data: AI and intelligent document processing

      Watch the webinar

      OpenText Content Cloud Virtual Summit 2025

      Watch the webinar
      • Intelligent capture software uses AI to automatically extract data from scanned documents and digital content, including emails, PDFs, and mobile images—making it easier to manage and process inbound information. By converting paper and digital files into structured actionable data, intelligent capture software eliminates slow, error-prone manual entry and routes information securely to the right people and systems.

        Read the OpenText Capture product overview to learn more.

      • Intelligent document capture streamlines document processing by automatically identifying and extracting relevant data, reducing manual effort and errors. Using continuous machine learning (CML), the system self-improves over time without requiring data labeling. Configurable workflows route content to the right users and systems automatically. Intelligent capture software will help you streamline procure-to-pay and other critical business processes.

        Explore the full OpenText capture and intelligent document processing solution portfolio.

      • Yes. For example, to help deliver intelligent document processing solutions, OpenText Capture software integrates with ERPs, CRMs, and line-of-business applications, such as SAP® software, to enhance data accessibility and workflow automation. Deep content integrations for capture and intelligent document processing eliminate the need for complex custom connectors, so actionable data flows directly into the systems your teams already use.

        Learn what intelligent document processing is—and how you can achieve end-to-end automation.

      • AI is crucial for information capture, as it automates and improves content classification and data extraction accuracy, while providing additional insights like sentiment analysis for inbound customer emails. Accurate classification and metadata, along with converting all content into text-searchable files, enhances the productivity gains from conversational search and intelligent content management solutions, such as OpenText™ Content Aviator™.

        Read the OpenText Capture product overview to see how AI powers intelligent document capture.

      • OpenText offers end-to-end document management and automation solutions from a single vendor, reducing complexity and speeding up workflows. Unlike ABBYY and Tungsten Automation, OpenText provides deep content integrations with major applications and has a global presence with 23,000 employees operating in 180 countries. OpenText is also the only vendor named a Leader across all content services categories.

        Explore the different capture and intelligent document processing solutions to discover what sets OpenText apart.

      • OpenText Capture supports flexible deployment to fit any organization’s cloud journey. You can run this intelligent capture software on-premises, as embedded microservices, or in a private or hybrid cloud hosted by OpenText, AWS, Azure, or Google Cloud. Each option delivers the same powerful capture and IDP capabilities, so organizations can modernize at their own pace while maintaining data sovereignty and meeting compliance requirements.

        Get the full picture in the OpenText Capture product overview.

      • OpenText Capture automates document-intensive processes across the enterprise. Common use cases include accounts payable invoice processing, employee onboarding, customer onboarding, insurance claims, and audit readiness. As a core component of intelligent document processing solutions, it classifies documents, extracts data, and routes information automatically, replacing manual steps with faster, more accurate workflows.

        Learn more about intelligent document processing and automation.

      • Intelligent capture software powered by continuous machine learning (CML) automatically updates its classification and extraction models using validation data from non-technical reviewers—no data labeling or model expertise required. This means accuracy improves with every document processed, adapting to new document types and formats without IT intervention. The result: less manual maintenance, higher straight-through processing rates, and lower operational costs over time.

        Read the white paper, Continuous machine learning: Your AI edge, to learn how intelligent capture software keeps pace with your business.

        January 08, 2026

        OpenText Capture now available in the OpenText Private Cloud

        Modernize intelligent document capture with the scalability of cloud and the control you need.

        Read the blog
        ““
        Dec 10, 2025

        OpenText named a Leader in IDC MarketScape for Intelligent Document Processing

        Learn why IDC named OpenText a Leader and download the report excerpt.

        Read the blog
        OpenText Private Cloud blog post image
        February 03, 2025

        OpenText Private Cloud: The right choice

        Get scalability, security, and efficiency plus control.

        Read the blog
        ““
        July 15, 2025

        The new IDP for HR: A springboard for transformation

        Unlocking operational efficiency for employee onboarding and more.

        Read the blog
        ““
        July 07, 2025

        What’s new in OpenText Capture

        Explore product release highlights for OpenText Capture.

        Read the blog
        ““
        April 15, 2025

        Supercharge claims processing with an AI content assistant and IDP

        Learn how insurance adjusters can get needed information to do their jobs faster.

        Read the blog
        ““
        April 10, 2025

        Elevate customer service with intelligent document processing

        Transform how your organization handles customer interactions and manages information.

        Read the blog
        ““
        March 27, 2025

        Transform customer onboarding with intelligent document processing solutions

        In today’s digital world, financial institutions need to make processes faster and more accurate.

        Read the blog
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        March 25, 2025

        Streamline procure-to-pay with intelligent document processing solutions

        Harness the power of AI to enhance efficiency, reduce errors, and improve supplier relationships.

        Read the blog
        ““
        March 20, 2025

        Ultimate guide to intelligent document processing use cases

        Transform your operations with this guide to intelligent document processing solutions use cases.

        Read the blog
        ““
        May 29, 2024

        OpenText named a leader in the 2025 Infosource Global Capture and IDP Vendor Matrix

        Learn why Infosource ranked OpenText as a Start for the eighth consecutive year.

        Read the blog
        ““
        February 1, 2024

        Continuous machine learning: Keep up with the digital document deluge

        Many organizations have turned to CML for content classification and data extraction to enable IDP.

        Read the blog

        Take the next step

        Interested in learning more? An OpenText expert is ready to help.

        Contact Us

        Footnotes