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AI-powered file imports from

anywhere
ERP
HRIS
POS
EHR
CRM

Use OneSchema's AI agents to automate data migration and integration with messy customer CSV, Excel, and PDF files.

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Inventory Assets
Employer Eligibility
Accounts Receivable
Purchase Orders
Contacts & Leads
Payroll Registers
Inventory Assets
Employer Eligibility
Accounts Receivable
Purchase Orders
Contacts & Leads
Payroll Registers
Patient Records
Insurance Claims
Shipping Routes
Time & Attendance
Facilities
Invoices & Bills
Patient Records
Insurance Claims
Shipping Routes
Time & Attendance
Facilities
Invoices & Bills
trusted by
No MOre Manual WOrkflows

Make sense of unstructured data

Extract important information from unstructured sources

We leverage the latest LLM-vision models to parse documents, PDFs, and other unstructured data sources to find what’s important to your business.

Automate complex business processes using AI

Replace manual data wrangling workflows with OneSchema’s drag and drop transform builder. Equip your operations teams with AI tools to serve your customers faster and more effectively.
Use cases

Intelligent document processing for operations teams

Request a demo

Accounting & ERP
Automate accounts payable & receivables, assess credit scores and lending risk.
E-commerce & Retail
Set up integrations with any system to receive accurate data on inventory, catalogs, and pricing.
CRM
Onboard new customers from legacy CRM systems with no custom field left behind.
HRIS & Payroll
Integrate employees, payroll information to automate tax filings and benefits workflows.
"Overhauling the onboarding flow and integrating OneSchema has helped us save roughly 30 to 50 percent of the hours that our implementation team is spending on small customers.”
Nick
Singh
Head of Product
How it all works

Automation from start to finish

1
Ingest documents
Upload files or data from emails, cloud storage services, and just about any data source.
2
Instantly extract and structure data
Using LLM-vision and AI, your documents are parsed and extracted into a structured table format.
3
Validate and clean data
OneSchema templates are where required columns and data formatting rules are set. Any unexpected data will be flagged for further review.
Our library of data transforms standardize and clean non-conforming data, guaranteeing only clean and usable data is exported.
4
Export data anywhere
Push structured data anywhere to continue downstream processes, or export the data out into a CSV.
Our benefits

Here's how OneSchema works as your document infrastructure

Build expressive schemas, no-code
Free the engineering team from spaghetti scripts and debugging regex. Our library of 50+ pre-built data types comes with configurable validations and intelligent transforms.
Guide your user at every step
Your customers shouldn't have to work so hard to import data.
One-click mode
Suggested transforms
Observe, analyze, and convert
End to end observability on how your users are progressing through an import to ensure every customer has a successful import.
Audit logs
Funnel analysis
Monitoring integrations
Security and compliance

You're in good hands

Data retention policy
Configurable data retention policies, default 7 days and programmatically deletable via API.

Data at rest is encrypted with AES-256 bit bank level encryption and TLS v1.2 is used while data is in transit.
Enterprise-ready compliance
OneSchema is SOC 2 Type 2, SOC 3, GDPR, CCPA and HIPAA compliant with data stored in US data centers.
Learn more
Flexible hosting
US, EU, CA, and AU region hosting or self hosted deployments based on AWS, GCP, and Azure.
Role based access control
With fine grained access controls, only authorized users can view your schemas and import data.