Intelligent Document Processing solutions feature comparison matrix

Review the differences between Automation 360 IQ Bot and Document Automation by comparing the features in them.


	Automation 360 IQ Bot	Document Automation
Administration and setup
Installation	Separate installer	Installed as part of the Control Room
Database administration	Separate database; requires additional effort for backups and maintenance	Uses the Control Room database; no additional backup or maintenance needed
Server configuration	Requires additional SSL configuration, RabbitMQ administration, HA and DR	Works out of the box
Learning instance configuration
Alias management (keywords)	Yes, parity	Users can view, add, or remove field aliases for the learning instance
Confidence threshold	Does not work out of the box; server-level configuration	Helps to catch false positive outcomes; field-level configuration
Field order and field name customization	Not supported	Helps to improve validation efficiency
Field configuration	Must be done for every group	Needs to be done only one time for a learning instance
Ability to add and remove fields from the learning instance	No	Yes
Search for form or table fields	No	In create/edit learning instance search by field name, label, or data type.
Extraction capabilities
Pre-trained models	Pre-configured domains that require additional training	Yes, out-of-the-box
Handling document variations	Classifier relies on document layout and training. Documents uploaded with a new layout are sent to a new document group, which requires training. Some docs could not be classified.	Layouts are identified using an object detection model to find key-value pairs. It is not necessary to configure all the fields in a learning instance before uploading documents.
Training process	Each group needs to be manually trained before it can process documents	Learning instance extraction improves based on changes users make in the Validator
Output format	CSV only	CSV or JSON
Process invoice-like documents with user-defined document type	Custom domains can be created exclusively through APIs for processing custom document types	Supported out-of-the-box
Regular expression-based extraction	Not supported	Use regex pattern extraction for values that follow a specific pattern, such as a VAT number or a PO number
Standardize the format of extracted numbers and dates	No	Configure your learning instances to convert extracted dates and numbers to standard formats
Unstructured document support	No	Yes, available with GenAI integration
Extraction from Fixed Forms	No	Yes, supported via Microsoft Standard Forms
Google Document AI
Google Document AI support	No	Pre-trained models for invoices, Utility bills, Receipts Google CDE support Available through BYOL and OEM licenses
Human review and Validation
Validation queue management	No	Use filters and search to find specific learning instances or documents
Auto-fill for tables	No	Use the Auto fill button in the validation interface to expedite the extraction of values from tables
Document-level Validation rules	No	Document Automation lets you create complex validation rules with different fields, multiple conditions and actions
End-to-end automation
Task bots	Must be manually created	Document Automation automatically creates task bots for a learning instance
See status and history of uploaded documents	No	Yes
Customizable document processing workflow	No	Yes
Ability to split documents	No	Supported by the Advanced Classifier package
Monitoring and reporting
Custom dashboards	No	Available with Bot Insight integration
Licensing	No	License consumption is tracked properly
Security
Retention policy	No	Supported for 90 days by default
Secret management	No	Can use credential vault
Audit log	No.	Yes