Ephesoft Microsoft IntegrationsWe are ramping up our team for the Microsoft Inspire Conference at Booth 1237 in Washington, DC on July 9-13. The timing is right to share ideas on the power of Ephesoft technology when combined with Microsoft technologies. Ephesoft has been working with several Microsoft Teams (Azure, SharePoint, Flow) to bring intelligent automation solutions to market and provide extensive document-centric solutions to their partner and customer ecosystem. So how do we fit?


Who is Ephesoft?

Ephesoft was founded in 2010 by leaders from the document capture industry that wanted to drive innovation and disrupt the legacy document automation space. The company has shown explosive growth through its unique perspective on taming unstructured content using patented, complex analytics and machine learning. Its technology has garnered broad interest, and investment from top-tier firms like Fujitsu and In-Q-Tel.

Ephesoft has two products:

  1. Ephesoft Transact – a transaction document capture platform for day-to-day document processing.
  2. Ephesoft Insight – a document analytics platform for ingesting large volumes of existing unstructured content and extracting meaning.


How does Ephesoft technology work?

At the heart of the Ephesoft platform is an engine that provides automated document classification and data extraction. Feed it documents from any source (fax, scanners, copiers, folders, legacy ECM systems, mobile devices and repositories) and the system will do all the heavy lifting – sorting, separating, classifying and getting you the data you need to drive efficiency, productivity, automation and decision-making with minimal end-user intervention. Providing SaaS and PaaS solutions, along with availability on-premises or in the cloud, the Ephesoft platform can provide great value to any size organization.


How does Ephesoft fit with Microsoft?

Think of Ephesoft as an added intelligent document automation layer that can be placed on top of other technologies as a catalyst for automation. Below is a list of core technologies from Microsoft and how Ephesoft fits from a business perspective.


  • Microsoft SharePoint and Ephesoft

Microsoft SharepointWith SharePoint, Ephesoft Transact can be an intelligent onramp for documents into SharePoint libraries. As a front-end loader, Transact can auto-identify and route documents from almost any source. Then, the system exports the documents into the right library, as a searchable PDF, with all the important metadata extracted. It provides a standardized, repeatable process for adding any type of document to Microsoft SharePoint.

With Ephesoft Insight, SharePoint libraries can be consumed and leveraged for Document Analytics. Insight provides the “document side” of the analytics equation.

You can get more information here:

Ephesoft/SharePoint Integration

Email Classification with SharePoint


  • Microsoft Flow and Ephesoft (Add in product logos for each Microsoft)

Microsoft FlowUtilizing Ephesoft Web Services in the cloud, users can add intelligence to any Microsoft Flow workflow. Using the classification or extraction services, you can use Ephesoft Transact technology to “open up” documents mid-process as well as make workflow branching decisions based on what you find. An example of a Flow use case here:

Ephesoft and Microsoft Flow with SharePoint Online

Scanning to Microsoft Flow


  • Microsoft Dynamics and Ephesoft

Microsoft Dynamics 365ERP and Accounting systems can leverage the power of Ephesoft in many ways. As a processing engine, Ephesoft Transact can extract data from critical documents, like invoices or sales orders, and pass the information onto Dynamics. Employees will no longer have to hand key information, wasting precious time. Along with time savings, data entry errors can now be eliminated through Ephesoft Transact’s validation and exception processing capabilities. For more information:

Ephesoft Accounting ERP Solutions


  • Microsoft Azure and Ephesoft

Microsoft AzureDocument capture and automation is a great fit for the cloud. Ephesoft’s web-based technology and RESTful APIs are cloud ready, including Microsoft Azure. As a Cloud Infrastructure partner, Ephesoft has worked diligently to ensure compatibility with Azure, and to take advantage of all the cloud offers from a scalability and availability perspective. Read more on Ephesoft’s cloud platform:

Ephesoft Capture in the Cloud


This is just a short list of possibilities. Ephesoft’s products are built for partners and have an open architecture to facilitate the building of portable solutions to add value and drive revenue. Visit us at Booth 1237 or reach out to us directly for more information: Contact Us.