INCLINE IT LIMITED

Documagix Automate

Our solution, Documagix Automate, is designed to transform document processing through intelligent OCR. It leverages AI-powered machine-learning OCR to accurately extract and structure data from scanned documents, PDFs, and images, reducing manual input and errors. Documagix Automate enables fast, accurate data capture and delivers smarter, efficient document workflows for organisations.

Features

• AI-powered OCR for scanned documents, images, and PDFs
• Automated extraction of structured data from unstructured content
• Configurable document types and data field definitions
• Intelligent document classification and recognition
• High-accuracy capture of invoice, reference, and supplier data
• Support for batch and high-volume document processing
• Preparation of extracted data for downstream systems and workflows
• Secure handling of sensitive and regulated documents
• Scalable document automation suitable for public sector use
• Minimal manual intervention through machine-learning capture

Benefits

• Reduces manual data entry and associated human error
• Accelerates document processing and turnaround times
• Improves data accuracy for finance and compliance processes
• Frees staff from repetitive administrative tasks
• Enables faster access to critical information
• Supports consistent and standardised data capture
• Enhances compliance through reliable and auditable extraction
• Scales efficiently to handle fluctuating document volumes
• Improves productivity across housing and public sector teams
• Supports better service delivery through faster, data-driven processes

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at sales@incline-it.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

820585368422482

Contact

Sales
0845 330 3225
sales@incline-it.com

About your service

• Service categories:

  Applications

  Content workflow and management

  • Capture
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Documagix Automate can be a service extension to our Documagix EDRM solution.
• Cloud deployment model: Public cloud
• Service constraints: Support is supplied remotely. Standard Support hours are Monday to Friday 8:00am to 6:00pm, however enhanced Support Hours can be purchased if required.
• System requirements:
  • Modern Web Browser (Latest 3 versions)
  • Network - Minimum 100KBPS

User support

• Email or online ticketing support: Yes
• Support response times: Critical incidents - Immediate High - 10 Minutes Medium - 1 Hour Low - 4 Hours Very Low - 1 Day
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: We provide a tiered support model aligned to a defined Incident Response Matrix. Priority 1 (Critical) incidents receive immediate response with a one-hour target resolution inside business hours and two hours outside. Priority 2 (High) incidents receive a 10-minute response and four-hour resolution. Priority 3 (Medium) incidents receive a one-hour response and eight-hour resolution. Priority 4 (Low) incidents receive a four-hour response and 24-hour resolution, while Priority 5 (Very Low) incidents receive a one-day response and one-week resolution. All support levels are included within our standard support service; there are no uplifted charges for higher-priority incidents. Support outside of business hours is available at an extra cost. We provide access to a technical and support staff as the required to assess and resolve the support issue. The staff offer proactive guidance, environment familiarity, and escalation management to ensure efficient issue resolution and ongoing operational assurance.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: We provision an account and associated access via SSO and we will guide the user through that process.; We then demonstrate how the solution works and the configuration that is required as a form of remote training. On site training is not deemed necessary as the process takes 30 minutes and documentation is provided.; We encourage the Customer to then configure their own document classification and we assess the quality of this output and provide recommendations where appropriate.; Integrations require a technical discussion with the third party and the Customers IT team to understand the methodology and how data flows will function. We will assist with the integrations where appropriate. We have a native integration with SharePoint online and will work with customers in respect to other solutions and may seek a small charge if we need to develop a new integration. ; Customers have access to the service desk and documentation to support the successful rollout.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: No data is stored or held by Documagix Automate.
• End-of-contract process: The service would no longer be accessible by the customer when the contract ends. As it is a SaaS solution delivered by a browser, there is no requirement to uninstall software at the organisation.
• Documentation accessibility standard: WCAG 2.2 A

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: It is the same service, accessed via a mobile browser.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Documagix Automate provides a browser-based, intuitive service interface that enables admin users to manage connectivity options from a single workspace.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: We have not conducted any interface testing of the service interface with users of assistive technology at this time.
• API: Yes
• What users can and can't do using the API: User can create and manage document types and upload documents for analysis and can make changes via standard HTTP get, put and post requests.; ; Configuring third party integrations are not supported by the API.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: No

Scaling

• Independence of resources: We use autoscaling to ensure that when demand hits predefined thresholds additional capacity is made available.

Analytics

• Service usage metrics: Yes
• Metrics types: The customer can view the number of pages that have been processed by Documagix Automate in the month as well as the volume of data exported in GB in the month.
• Reporting types: Real-time dashboards
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: None

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CREST-approved service provider
• Protecting data at rest: Physical access control, complying with CSA CCM v4.0
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase
  • Degaussing
  • Physical Destruction / Hardware containing data is completely destroyed

Data importing and exporting

• Data export approach: No data is held by the solution so an export is not required.
• Data export formats: Other
• Other data export formats: No data export is required
• Data import formats: CSV

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • Private network or public sector network
  • TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Documagix Automate is hosted with Amazon Web Services who have a 99.99% uptime SLA. It is based in AWS eu-west-2, which is the London Region. The service is spread across multiple availability zones for resilience. Our Terms and Conditions detail the process if guaranteed levels of availability are not met.
• Approach to resilience: This information is available on request.
• Outage reporting: If an outage were to occur, our customers would receive an email alert.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access to the Automate management interface is tightly controlled through role-based access and secure authentication. Administrative functions are restricted to authorised staff only, with admin users accessing the management interface via Single Sign-On linked to their identity provider.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: As an AWS Advanced Tier Partner, we integrate ISO 27001 principles, Confidentiality, Integrity, and Availability directly into our cloud-native architectures. We do not just deploy technology; we govern it through risk assessments and automated guardrails that satisfy both technical auditors and regulatory bodies. Our Non-Profit Competency allows us to tailor this high-level security to the unique constraints of the sector. We provide non-profits with enterprise-grade security that is cost-optimized, utilizing AWS grants and ethical licensing models to ensure that mission-critical funds are preserved. By coupling ISO 27001 governance with specialized AWS validations, we provide security aligned to risk based and technical controls and assessments, ensuring trust and data privacy. This holistic approach transforms compliance from a hurdle into a strategic asset, enabling organisations to scale their social impact on a globally recognized, secure foundations.
• Software Security Code of Practice: No

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: We track all service components from deployment to retirement using Infrastructure as Code (IaC) templates and AWS Config, which maintains a continuous inventory and version history of all resources. Every change undergoes a mandatory Security Impact Assessment via our CI/CD pipeline, where automated tools perform Static Code Analysis and check against the CIS AWS Foundations Benchmark v5.0.0. High-impact changes require a manual peer review and "Security Sign-off" before merging. This ensures that every modification is documented, authorized, and validated for risk, meeting CSA CCM v4 and ISO 27001 change control standards.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: We assess potential threats through a continuous lifecycle: pre-deployment Static Code Analysis (SAST) catches vulnerabilities early, while daily AWS Inspector scans monitor our live infrastructure. Every two weeks, we conduct AWS Security Hub reviews against the CIS AWS Foundations Benchmark v5.0.0 to identify misconfigurations. For deep validation, we perform annual Penetration Tests and secondary tests for all Major Releases. Our risk-based patching SLA ensures Critical vulnerabilities are addressed within 14 days, High within 30 days, and lower risks during standard maintenance. Threat intelligence is sourced directly from AWS GuardDuty, CVE databases, and CIS advisory feeds.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: We proactively identify compromises using Amazon GuardDuty for intelligent threat detection and AWS Security Hub, which provides bi-weekly posture reviews against CIS v5.0.0. Daily AWS Inspector scans and annual penetration tests act as early-warning systems for exploitable gaps. Upon detecting a potential compromise, we initiate our Incident Response Plan, isolating affected resources (e.g., via Security Groups) and performing root-cause analysis using AWS CloudTrail logs. We commit to a 4-hour response time for critical security alerts, with 24/7 automated paging for critical-severity findings to ensure rapid containment and minimal business impact for customers who require 24/7 support.
• Incident management type: Supplier-defined controls
• Incident management approach: We maintain a formal Incident Response Plan with pre-defined playbooks for common events like unauthorized AWS access or malware detection, triggered by AWS Security Hub (CIS v5.0.0) and GuardDuty. Users report incidents via a dedicated Security Portal or an internal 24/7 emergency alias. We prioritize containment within 4 hours for critical events. Following resolution, we provide Post-Incident Reports (PIRs) to stakeholders, detailing the root cause analysis from AWS CloudTrail, impact assessment, and remediation actions. This process aligns with ISO 27001 and CCM v4 (SEF domain) for continuous security improvement
• Post-quantum cryptography secure: Yes

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 1%
• Between £250,000 and £500,000: 5%
• Between £500,001 and £1,000,000: 10%
• Between £1,000,001 and £2,500,000: 15%
• Between £2,500,001 and £5,000,000: 15%
• Over £5,000,001: 15%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: Alcumus ISOQAR
• ISO/IEC 27001 accreditation date: Saturday 6 March 2021
• What the ISO/IEC 27001 doesn’t cover: We have completed statement of applicability with 100% coverage to the standard.
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: Alcumus ISOQAR
• ISO 9001 accreditation date: Monday 13 July 2020
• What the ISO 9001 doesn’t cover: We have 100% coverage under the QMS
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 6efd269c-74fa-4ea4-915d-0025386416c3
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: Yes
• Any other security certifications: ISO 27001

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Understanding of issues relating to entering the contract workforce

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at sales@incline-it.com. Tell them what format you need. It will help if you say what assistive technology you use.