How Unity AI OCR Transformed Data Entry at Global Finance Inc.

In industries like finance, legal, and healthcare, organizations handle a high volume of complex documents every day—from tax forms and utility bills to contracts and compliance reports. While many firms have made strides in digital transformation, manual data entry and traditional OCR tools still present real challenges when it comes to scale, accuracy, and automation.
Global Finance Inc., a leading multinational accounting firm, recognized this gap—not as a failure, but as an opportunity to evolve. Their decision to implement our Unity AI OCR, an AI-powered document processing solution, helped them streamline operations, enhance data accuracy, and deliver a better experience for clients and employees alike.
This is the story of how intelligent automation turned a growing operational burden into a scalable business advantage.

The Challenge: Manual Data Entry and Its Hidden Costs

Global Finance Inc. faced several compounding issues:

Large teams assigned to repetitive data entry tasks
Frequent errors impacting reporting, compliance, and client trust
Poor scalability during tax season and peak periods
Low employee morale due to monotonous work
Slower client service delivery affecting retention

While they experimented with traditional OCR tools, the results were underwhelming—limited accuracy, weak integration, and no support for the complex document formats they dealt with regularly.

The Solution: Unity AI OCR – Built for the Real World

Unity AI OCR isn’t just another OCR tool. It’s an AI-driven document processing platform that leverages cutting-edge technologies to extract, understand, and automate data workflows.
AI-Powered OCR with Deep Learning
Using deep learning algorithms, Unity AI OCR accurately interprets structured and unstructured documents, even when layouts vary or data is embedded in complex formats.
ICR (Intelligent Character Recognition)
Unity AI OCR can recognize handwritten text, supporting multiple handwriting styles across scanned forms—perfect for industries like legal, healthcare, and finance where paper-based input is still common.
IWR (Intelligent Word Recognition)
Unlike standard OCR, Unity’s IWR capabilities enable the system to read entire handwritten words, significantly increasing data extraction speed and reducing error rates.
Natural Language Processing (NLP)
Through NLP, Unity AI OCR doesn’t just extract characters—it understands context. This enables smarter categorization, intelligent field mapping, and context-aware automation, even in messy or non-standard documents.

Seamless Integration, Real Automation

Unity AI OCR integrated effortlessly with Global Finance Inc.’s existing platforms. It powered end-to-end automation, including:

Converting documents into structured data
Feeding data into Smart Tables in the Unity platform
Triggering workflows for invoicing, contract creation, and compliance reporting

This level of integration meant data was keyed once, and reused everywhere—eliminating duplication and human error.

Results: Faster Processing, Lower Costs, and Happier Clients

The impact of switching to Unity AI OCR was profound:

Data entry time reduced by 70%
Operational costs slashed by reducing manual headcount
Compliance improved with fewer data errors
Clients received services faster, boosting satisfaction
Employees shifted to higher-value tasks, improving engagement

Built for Enterprise, Scaled for Growth

Unity AI OCR supports advanced use cases across industries:

In finance, it speeds up AR, audits, and tax
In healthcare, it extracts data from handwritten forms and records
In legal, it deciphers contracts and notarized documents with precision

And with future-facing features like Unity IQ reporting, IoT integration, and AI chatbot querying, it’s more than OCR—it’s the future of enterprise document automation.

Ready to Modernize Your Document Workflows?

If you’re still relying on manual entry or legacy OCR, Unity AI OCR offers a scalable, intelligent alternative.
Eliminate errors
Streamline compliance
Accelerate operations
Extract insights from any document, in any format
Contact us today to learn how Unity AI OCR can transform your document processing and data automation workflows.