How to Use Nanonets: AI-Powered Document Processing Guide

What is Nanonets?

Nanonets is an AI-driven platform designed to automate document processing and data extraction workflows. Leveraging advanced Optical Character Recognition (OCR) and deep learning technologies, Nanonets transforms unstructured documents—such as invoices, receipts, and contracts—into structured, actionable data. This automation significantly reduces manual effort, with claims of up to 88.3% reduction in processing time.

The platform offers a no-code solution, allowing users to create customized workflows and integrate seamlessly with existing systems like CRMs and ERPs. Nanonets caters to various industries, including finance, healthcare, and logistics, enabling organizations to improve operational efficiency, enhance data accuracy, and accelerate decision-making. With proven ROI metrics and a user-friendly interface, Nanonets is positioned as a leading choice for businesses seeking to harness the power of AI in document automation.

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Nanonets is an AI-powered intelligent automation platform that extracts data from unstructured sources and automates complex business processes with high accuracy.

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Use Cases of Nanonets

Nanonets leverages AI-powered document processing and workflow automation to streamline operations across various industries. Here are some notable use cases:

1. Accounts Payable Automation: Nanonets automates the entire accounts payable process by extracting data from invoices and receipts. This significantly reduces manual entry, allowing businesses to process invoices up to five times faster. Integration with ERP systems ensures seamless reconciliation and payment processing, enhancing efficiency and accuracy.
2. Invoice Management: Companies like Asian Paints have utilized Nanonets to automate invoice processing, saving up to 90% of the time previously spent on manual entry. By automatically capturing and categorizing invoice data, businesses can focus on strategic tasks rather than tedious paperwork.
3. Insurance Underwriting: In the insurance sector, Nanonets enhances underwriting efficiency by automating the application processing. The platform can cut processing time by 95% through auto-classification and consolidation of document data, enabling insurers to respond to claims more swiftly and effectively.
4. Vendor Management: Nanonets simplifies vendor invoice management for large organizations. For instance, SaltPay integrated Nanonets with SAP to handle over 100,000 vendors, saving 99% of the time spent on manual management, thereby improving vendor relationships and operational scalability.
5. Healthcare Form Processing: In healthcare, Nanonets assists in automating the processing of medical forms and claims, resulting in faster reimbursement cycles and improved patient satisfaction. The AI-driven system ensures data accuracy and compliance with industry regulations.

These use cases demonstrate how Nanonets transforms document-intensive processes, driving efficiency and cost savings across various sectors.

How to Access Nanonets

Accessing Nanonets is a straightforward process that allows users to leverage AI-powered document processing and workflow automation. Follow these steps to get started:

1. Visit the Nanonets Website: Go to the official Nanonets website at nanonets.com. This is the main portal where you can find information about their services, features, and resources.
2. Create an Account: Click on the "Get Started for Free" button on the homepage. You will be directed to a registration page where you can sign up by providing your email address and creating a password. This account will give you access to the platform and its functionalities.
3. Verify Your Email: Check your email inbox for a verification email from Nanonets. Click the verification link to activate your account. This step ensures that you have a valid email address linked to your Nanonets account.
4. Log In to Your Account: Return to the Nanonets website and click on the "Login" option. Enter your registered email and password to access your account. Once logged in, you can explore various features and start creating your AI models.
5. Explore Documentation and Support: Visit the documentation section available at Nanonets API Documentation for detailed guidance on using the platform. If you encounter any issues, utilize the help center or contact support for assistance.

By following these steps, you can easily access and utilize Nanonets for your document processing needs.

How to Use Nanonets

Step 1: Create an Account

• Visit the Nanonets website and sign up for a new account. Fill in your details and verify your email to activate your account.

Step 2: Set Up Your Workflow

• After logging in, navigate to the workflow section. You can create a new workflow by selecting import methods such as Dropbox, Google Drive, or email. This allows you to automate data ingestion from various sources.

Step 3: Configure Data Actions

• Use Nanonets' data manipulation tools to format and enhance your data. You can utilize features like date formatting, look-up blocks for external data, and conditional formatting to tailor your data processing.

Step 4: Implement Approval Processes

• Set up approval rules based on your extracted data. This ensures that flagged files are reviewed by designated team members, maintaining accuracy and compliance.

Step 5: Export Your Data

• Once your workflow is complete, export the processed data to your desired platform, such as Google Sheets or directly to your CRM. You can also choose to export as XLS or CSV files.

Step 6: Monitor and Optimize

• Regularly check the performance of your workflows and make adjustments as needed. Utilize Nanonets' reporting features to gain insights into the efficiency of your automated processes.

By following these steps, you can effectively harness the power of Nanonets for your document processing and workflow automation needs.

How to Create an Account on Nanonets

Creating an account on Nanonets is a straightforward process. Follow these steps to get started:

1. Visit the Nanonets Website: Open your web browser and navigate to app.nanonets.com. This is the portal where you will initiate your account creation.
2. Click on 'Sign Up': On the homepage, locate the 'Sign Up' button. Clicking this will direct you to the registration options.
3. Choose Your Registration Method: You can register using either your Google account or by providing an email address and a password. Google Sign-Up: If you prefer this method, select the Google option and follow the on-screen prompts to authenticate your account. Email/Password Registration: If you choose this option, fill in your email address and create a strong password. Make sure to adhere to any password guidelines provided.
4. Complete Your Profile: After selecting a registration method, you may be prompted to fill out additional information to complete your profile setup. Ensure all information is accurate.
5. Verify Your Email: Check your email inbox for a verification email from Nanonets. Click on the verification link to activate your account. This step is crucial as it confirms your email address and secures your account.
6. Log In to Your Account: Once your email is verified, return to the Nanonets login page, enter your credentials, and click 'Log In' to access your new account.

You're all set! You can now start exploring the various features and functionalities Nanonets has to offer.

Tips for Using Nanonets

1. Start with Pre-trained Models: Leverage Nanonets' pre-trained models for common document types like invoices and receipts. This can significantly reduce the time and data needed to get started, allowing you to see quick results.
2. Utilize Transfer Learning: If you're working with limited data, consider using transfer learning to adapt existing models to your specific use case. This approach requires fewer resources and can lead to more accurate outcomes.
3. Optimize Workflows: Take advantage of Nanonets' workflow automation features. By setting up tailored workflows for document processing, you can streamline your operations, reduce manual effort, and improve efficiency.
4. Regularly Monitor Model Performance: Keep an eye on the performance of your models. Use the analytics tools provided by Nanonets to track accuracy and make adjustments as necessary to enhance performance over time.
5. Engage with Support Resources: Don't hesitate to explore the extensive help documentation and community forums. Engaging with other users can provide valuable insights and tips for overcoming challenges.

By implementing these strategies, you'll be well on your way to maximizing the benefits of Nanonets in your document processing tasks.