Use Case: Business Document Archiving with Essentia AI

Challenge

The business had amassed almost 4000 pages of expense-related documents over several years, spanning multiple employees. The documents lacked a consistent naming convention, complicating the process of identifying specific information within them. 

A need arose to audit past purchases, specifically airline purchases made by a particular employee. Historically, this would have involved manually sifting through numerous files and pages to find the relevant information, a time-consuming and labor-intensive task.

Solution

Essentia AI was employed to archive and process all text content within these documents. The AI’s advanced text processing capabilities made the entire archive accessible and searchable. Using Essentia AI’s chat feature, a broad query was entered using the employee’s name to search across all documents.

Results

Essentia AI efficiently identified nine airline purchases made by the specified employee, providing details such as airline names and other purchase information. Each part of the AI’s response was linked to the most relevant source document, allowing the user to easily verify the information by viewing the specific page from which the data was derived. 

By utilizing Essentia AI, the company significantly streamlined the process of finding and verifying specific information within a vast archive of documents, saving time and ensuring accuracy.

Conclusion

Essentia AI transformed a complex and time-consuming document search process into a quick and efficient task. The platform’s ability to process large volumes of data and provide accurate, easily verifiable results showcases its value in business document archiving and retrieval.