Organizations across industries are increasingly turning to intelligent document processing (IDP) and document automation to digitally transform their operations, boost efficiency, and eliminate the burden of manual document handling. Digitizing document-heavy workloads is key to accelerating decision-making, reducing risk, and unlocking new revenue streams. By automating content intake and enabling AI-powered workflow automation, organizations can prioritize high-value tasks, enhance productivity, and make faster, more informed decisions.
At Alithya, we don’t just talk about potential—we’ve successfully implemented IDP solutions for clients in healthcare, insurance, banking, construction, and more. Our solution helps organizations mitigate risk by providing accurate, timely information for critical decision-making, especially in highly regulated industries like healthcare and finance.
From digitizing unstructured patient records to automating complex trade reconciliation workflows, our proven solutions have delivered tangible, measurable results. In this article, we’ll highlight industry-specific use cases where Alithya has helped clients achieve operational excellence and drive their digital transformation using IDP.
Health insurance: accelerating claims processing, prior-authorization workflows, and fraud detection
Efficient claims processing and prior authorization requests is critical in the healthcare space, as delays can lead to postponed treatments, administrative bottlenecks, and poor patient outcomes. Prior authorization ensures that prescribed treatments, procedures, and medications are medically necessary and covered under a patient’s insurance plan, preventing unnecessary costs and reducing claim denials. However, traditional manual processes are often slow and error-prone, causing frustration for both providers and patients.
Alithya has worked with several insurance companies to automate the extraction and validation of healthcare data from claims forms, medical reports, and supporting documentation. One example is our work with a major insurer, where we implemented automated claims processing by extracting key details such as policy numbers, claim amounts, service dates, and provider information. This allowed the system to cross-check data with policy coverage and eligibility rules, accelerating processing times and reducing errors.
A key advantage of our approach is the ability to integrate business-specific rules into our proprietary intelligent document processing (IDP) solution, Alithya Rapid Suite, ensuring that automated systems provide accurate recommendations based on extracted information. In healthcare, prior authorization involves complex decision-making across multiple dimensions, requiring precise alignment with insurer policies, medical guidelines, and regulatory requirements. By embedding company-specific algorithms into our insurance document automation platform, we enable insurers to streamline prior authorization workflows, reduce approval wait times, and improve patient access to care.
Advanced automation through machine learning and adaptive workflows
Alithya stands out amongst competitors with our use of machine learning algorithms to read multivariant forms without extensive training for each variation. This capability allows our insurance clients to handle various document formats accurately and efficiently, even when encountering a new form variant. Alithya also offers a unique solution that intercepts incoming clinical faxes and routes them through the Alithya Rapid Suite. For one client who was handling each fax by hand, this solution automated 80% of fax processing, thanks to our catch-all logic and adaptive design.
By automating claims processing and pre-authorization, we’ve helped our insurance clients ensure faster claim resolutions and pre-authorization decisions, which in turn improves customer satisfaction. Additionally, Alithya Rapid Suite’s ability to analyze vast amounts of data has helped insurance companies detect fraud and anomalies. For one client, we implemented an automated fraud detection system that used pattern recognition and anomaly detection techniques to identify fraudulent claims early. Our IDP solution saved the insurance provider significant amounts in lost revenue and helped them reduce fraudulent activities across the industry.
Healthcare automation: improving patient data management
Managing patient records is a critical task for healthcare organizations, both for historical reference and ongoing care. We have implemented Alithya Rapid Suite to automate healthcare data extraction and organization from archived medical records, processing both scanned documents and unstructured electronic files. We’ve partnered with leading healthcare providers to optimize how they manage patient information.
Seamless EHR integration and enhanced care delivery
For example, we helped a large healthcare organization automatically identify and extract key data points such as medical histories, previous treatments, prescriptions, allergies, and diagnostic results. By integrating this data into modern Electronic Health Record (EHR) systems, our solution enabled healthcare providers to access complete and accurate patient profiles during consultations. This EHR integration has improved care continuity, reduced administrative burdens, and ensured that critical patient information is readily available for personalized treatment plans.
In addition to improving care, Alithya Rapid Suite also enhances compliance with stringent data privacy regulations. We’ve ensured that patient records are handled securely and that only authorized personnel can access sensitive information. This reduces the risk of data breaches and builds trust with patients and healthcare organizations alike. As healthcare systems increasingly strive for interoperability, Alithya's IDP solution play a vital role in enabling seamless data exchange across different platforms and providers, further improving care coordination.
Banking automation: optimizing financial document workflows and risk control
Banks handle vast amounts of financial documents daily and must comply with strict industry regulations. Alithya has worked with leading banks to improve regulatory compliance and enhance operational efficiency in critical processes such as standard settlement instruction (SSI) processing and trade reconciliation.
Reducing costs and risks with smart automation
One major financial institution partnered with Alithya to automate the processing of up to 50,000 SSIs per month. These instructions ranged from 10 to 10,000 pages and had to comply with over 400 business rules within a strict turnaround time. By automating this process, we improved compliance, accelerated processing, and significantly reduced operational costs.
Alithya’s IDP solution has optimized trade reconciliation for financial institutions managing thousands of trades each month. By automating the matching of internally booked trades with trade snapshots from partner brokers, our solution eliminated the need for manual data entry and verification, improving accuracy and ensuring adherence to regulatory requirements. This process has also expedited reconciliation, which is crucial in the fast-paced world of banking.
Beyond trade operations, Alithya Rapid Suite supports broader use cases such as loan underwriting, mortgage approvals, and transaction monitoring. Our solution analyzes financial data to assess risk and detect anomalies. For example, one client used our solution to monitor fund transfers and identify suspicious activity based on source, destination, and amount—helping strengthen their risk management capabilities and prevent fraud.
Construction automation: improving waybill processing and inventory accuracy
In the construction industry, managing high volumes of waybills for materials and equipment deliveries is critical but often time-consuming. Alithya has successfully implemented our Alithya Rapid Suite solution to automate the capture, extraction, and reconciliation of waybill data, whether paper-based or digital.
Improving accuracy and audit readiness through automation
One notable client, a global construction firm, saw significant improvements in efficiency after adopting Alithya’s solution. By automating the extraction of key information such as supplier names, delivery dates, material descriptions, and quantities, the firm was able to cross-reference this data with purchase orders and inventory records.
This automation flagged discrepancies for manual review, reduced human errors, accelerated payment cycles, and ensured more accurate inventory tracking. As a result, the construction firm saw smoother project workflows and better financial control. Our IDP solution also provided greater visibility into deliveries, helping the company stay on top of inventory levels and payment cycles.
Furthermore, IDP has enhanced audit readiness by maintaining organized, searchable records of deliveries and payments. This transparency improved accountability and simplified compliance with financial and operational regulations, providing the client with a greater level of oversight and operational security.
Enterprise automation: reducing the burden of mailroom operations
Efficient mailroom operations are a common challenge for large enterprises across various industries. Traditional systems struggle with high volumes of incoming physical and digital documents, manual sorting, and delayed information processing. Alithya Rapid Suite modernizes these functions, delivering tangible benefits to organizations regardless of their industry.
Smarter document handling for faster communication
By automating document capture, classification, and routing, we’ve helped enterprises streamline their mailroom operations. For example, Alithya worked with a multinational corporation to implement an automated mailroom solution that scanned physical mail, extracted key data from emails, forms, and attachments, and categorized them based on predefined rules. This direct integration into enterprise systems eliminated manual document handling, accelerated the flow of information across departments, and drastically reduced administrative overhead.
Whether it's legal documents, invoices, or customer correspondence, mailroom automation benefits any enterprise by reducing operational costs, improving internal communication, and enhancing customer service. Organizations using Alithya Rapid Suite can expect smoother internal operations and improved digital document processing, allowing teams to focus on higher-value tasks instead of manual sorting and data entry.
Next-gen automation: moving beyond extraction with GenAI and agentic AI
Recent advancements in Generative AI (GenAI) and agentic AI are propelling IDP capabilities beyond simple text extraction into a powerful recommendation engine. In this context, these advanced AI models do more than just extract data—they interpret complex information to understand business context, suggest next actions based on the extracted insights (such as flagging discrepancies, recommending workflows, or automating follow-up tasks), and automate decision-making to reduce manual intervention and improve operational efficiency. This shift enables organizations to move from static data capture to dynamic, intelligent automation that drives smarter business processes.
The distinction between these technologies is key to their transformative power. GenAI responds to prompts to generate outputs like summaries, test scripts, or code, while agentic AI operates autonomously, making decisions and executing tasks without human intervention. This combination not only enhances the depth of analysis but also accelerates execution, enabling organizations to automate more complex processes with greater accuracy and efficiency.
At Alithya, we are embedding these innovations directly into Alithya Rapid Suite to deliver more adaptive and user-friendly IDP solutions. With GenAI-powered customization, even citizen developers can tailor the platform to their needs without advanced coding expertise. Our code-snippet and test script generator use GenAI prompts to make customization easier, while our integration with robotic process automation (RPA) allows us to interpret business requirements and automatically implement them through our low-code, no-code designer—simplifying complex processes and accelerating delivery.
AI for business: making intelligent automation accessible and adaptable
By partnering with Alithya, you gain access to IDP solutions that continuously evolve with the latest technology, ensuring your organization stays ahead in a fast-changing digital landscape. Whether you’re in healthcare, insurance, banking, or construction, our intelligent approach to document processing delivers advanced capabilities tailored to your industry and use cases. Our clients experience faster processing times, greater accuracy, and enhanced compliance and most importantly, capacity to focus on higher-value tasks—driving innovation and competitive advantage in their respective industries.
Is your organization ready to move beyond basic document extraction? Discover how Alithya’s intelligent document processing solution, Alithya Rapid Suite, can help you transform your operations and unlock new levels of efficiency and automation intelligence.