From document to data. One clic.

Here's how ClicScan turns your paperwork into information you can use right away.

Choose the entry point you already use. ClicScan sorts, extracts, and delivers—without any manual data entry.

Example: ClicScan processes an invoice from Global Supplies Co. and extracts the supplier, the invoice number INV-4820, the total of 4,820.00 USD, and the due date 2026-08-01, with a confidence level assigned to each field.

Four doors, the same result

Without changing the way your team works today.

Every document enters the same pipeline: it is classified, extracted, and renamed in the same way, regardless of how the document arrived.

SFTP

Upload your documents to the folder you already use; ClicScan monitors it and processes each new file.

Secure connection · Encrypted SFTP, device-specific credentials.

Email

Forward or scan directly to your company's dedicated address. Attachments are processed automatically.

Dedicated email address by company, employer your-company@inbox.clicscan.com.

Web Loading

Drag your documents into the panel and get structured data in seconds.

PDF, image, or direct scan.

ClicScan Uploader

A lightweight app for your computer—Windows, Mac, and Linux. Choose a folder: whatever you put there is uploaded automatically, processed, and returned with the renamed document and its data. Round trip, without opening the browser.

Desktop app · Windows, macOS, and Linux

Five stages, one brain that makes the decision

From any document to structured data—in seconds.

It works just as well with a crisp PDF as with a shadowed office scan. The pipeline doesn't rely on a fixed template: it adapts to the document it receives.

Example: ClicScan converts an invoice into the "type," "supplier," and "total" fields, each with its own confidence level.

  1. 01

    Sort

    Identifies what each document is, without manual rules. Adapts to the document types used in your operation.

    type: invoice · conf 0.97
  2. 02

    Extract

    Reads the fields that matter, with confidence measured field by field. Displays the level of certainty for each value, which is always visible.

    Total: 4,820.00 USD
  3. 03

    Summary

    Generate a clear summary when the document warrants it. Make a decision without opening the entire file.

    summary: "Service contract, 12 months…"
  4. 04

    Rename

    Build the filename using the extracted data. Find any document without having to guess generic names.

    INV-2026-08-01-GlobalSupplies.pdf
  5. 05

    Delivery

    Upload documents and data right where your process needs them. Eliminate manual steps between the AI and your system.

    Email SFTP/FTP Webhook OneDrive Google Drive SharePoint CSV XML JSON

    Check out the episodes →

Auditable trust

Each field has its own confidence level. When a data point falls below the threshold, ClicScan flags it and tells you plainly: “This field needs your attention.” Nothing is made up.

When a field requires review, it is not mixed in with the data that is already reliable: it is set aside until another set of eyes confirms it.

  • conf 0.99 ≥98% — high confidence
  • conf 0.93 90–98% — medium confidence
  • review <90% — necesita revisión

A catalog that speaks your language

Invoices, contracts, and whatever else your business needs: you decide which fields to extract and how to name the file.

The catalog grows along with your operation: you can add a new type and define its fields without writing a single line of code.

Invoices

Vendor, invoice number, amounts, and due date—all ready for your ERP.

Contracts

Sections, effective date, and a summary that saves you from having to read the entire document.

Rates Tailored to Your Needs

Define the fields to import and how each file is named.

Invoice Contract Purchase Order Delivery Note Identification Form

Your information, where you already work

You choose the connector and the format; ClicScan delivers it right there, automatically, every time.

The document is submitted via a multifunction printer, scanner, SFTP, email, web upload, or the ClicScan Uploader desktop app; ClicScan’s AI core classifies it, extracts its data, and measures the confidence of each field, leveraging the Claude, Gemini, OpenAI, and DeepSeek models; the result is sent to the destination of your choice: webhook, OneDrive, Google Drive, SharePoint, SFTP/FTP, or email.

The renamed document + its structured data, in the format your system expects.

The document can also be exported as a searchable PDF: the recognized text is embedded within the file—select, copy, and search for any word.

CSV XML JSON Searchable PDF

Email

Have each processed document delivered to the tray of your choice.

SFTP/FTP

Store it on your organization's server, encrypted in transit.

Webhook

Notify your system in real time · Signed HTTPS.

OneDrive

Straight to the folders on your computer.

Google Drive

Synced with your workspace.

SharePoint

Integrated with your sites and libraries.

Logos and trademarks are the property of their respective owners.

Taking Data Seriously

The log records who viewed what and when: this is useful when you need to reconstruct what happened with a document.

Encryption in transit

Every document is transmitted over TLS-encrypted connections.

Encryption at Rest

Stored in encrypted form while being processed and delivered.

Isolation by Organization

Every company only looks out for itself—always.

Activity Log

Every access and every change is logged.

Role-Based Access

Everyone sees what their role allows them to see.

Human review

Doubtful data is flagged; nothing is made up.

The document is received in encrypted form, processed separately by organization, delivered to your systems, and its trail is recorded in the log.

TLS in transit · encryption at rest · role-based access

Frequently Asked Questions

What is ClicScan?

ClicScan is the platform that turns your documents into ready-to-use data. Whether they come in via a scanner or multifunction printer, email, or web upload, an AI-powered pipeline classifies the document, extracts the relevant fields, generates a summary when applicable, and renames the file using that data. Each field comes with its own confidence level, so you can tell at a glance what to review and what to skip. Finally, the document and its information are sent to where you already work: a folder, your email, or the system of your choice. No manual data entry required.

Do I need templates or settings for each document?

You don’t need templates or manual rules for each document. ClicScan classifies each file and decides which fields to extract based on its type, within a catalog of document types that you define along with your account: invoice, contract, purchase order, and whatever else your business needs. You decide which fields matter and how the resulting file is named; document recognition is handled by artificial intelligence, not a rigid template that breaks at the first encounter with a different format. You can adjust the catalog when your business needs change, without relying on complex technical configurations.

What file formats does it support?

ClicScan accepts PDFs, images (JPG, PNG, and similar formats), and direct scans from your computer. It doesn’t matter if the document is sharp or has the typical contrast of an office scanner: the pipeline processes it anyway, classifies its type, and extracts the fields based on its confidence level. Submit via the folder we monitor via SFTP, through your company’s dedicated email address, or by dragging and dropping directly into the web upload panel. The result is the same regardless of the entry point: structured data and the renamed document, ready for your systems.

Will it work with my scanner or all-in-one printer?

Yes. Any device that scans to a network folder or sends files via email works with ClicScan, without having to install anything or change the workflow your device is already familiar with. Configure your scanner or multifunction device to save files to the folder we monitor via SFTP, or to send the scan to your company’s dedicated email address; ClicScan picks up every new file and processes it automatically. You aren’t limited to any particular brand or model: if your device scans to a folder or email, it already knows how to communicate with ClicScan.

How does it connect to my systems?

Through connectors that deliver the renamed document and its data to where you already work: email, SFTP/FTP, webhook, OneDrive, Google Drive, or SharePoint. The structured data is output in the format your system expects—CSV, XML, or JSON—ready for your ERP or any internal process to import without manual data entry. You choose the connector and format when you set up your account; ClicScan automatically deposits each result there, with the same field-level accuracy you see throughout the rest of the process.

What AI models do you use?

ClicScan orchestrates various artificial intelligence models—Claude, Gemini, OpenAI, and DeepSeek—and selects the most appropriate one for each document, rather than being tied to a single provider. The decision is made on a document-by-document basis: a long contract and a simple invoice don’t require the same amount of effort, so the model adapts to the task. If the confidence score for a field doesn’t reach the expected threshold, ClicScan automatically scales up to a higher-performance model before showing you the result. That way, you get the accuracy of multiple AI systems without having to choose one yourself.

What happens if the AI isn't sure about a piece of data?

Each field extracted by ClicScan has its own confidence level, measured at the time of extraction. When a data point exceeds the expected threshold, it goes directly into your output; when it doesn’t reach it, ClicScan flags it as pending review and clearly highlights it for you, without mixing it with the data that’s already reliable. Nothing is made up or delivered as true if it isn’t. That field goes through a pair of eyes before it’s approved, while the rest of your document continues on its way without waiting for it.

Do I need to install anything or buy servers?

No. ClicScan is 100% cloud-based: no mandatory installations, no need for your own servers, and no infrastructure to maintain. Your current scanner or multifunction printer, a dedicated email address, or the web dashboard are all you need to get started. And if your team prefers to work from their desktops, ClicScan Uploader is a lightweight, optional application for Windows, Mac, and Linux: simply drop files into a folder and receive them back converted into data.

Leave the paperwork behind.

Schedule a demo and see your own documents turned into data.