Solutions - Automated Data Processing for Real-World Business Challenges
SiMX solutions are built on proven software platforms and designed to solve specific, high-impact data challenges. From payroll and finance to healthcare and manufacturing, we automate data extraction, validation, and integration—eliminating manual work and delivering clean, reliable data where it’s needed most.
COA Processing Automation - Automate Certificate of Analysis Workflows for Accuracy, Compliance, and Efficiency
The SiMX COA Processing Automation solution is a fully automated platform designed to streamline the handling of Certificates of Analysis (COAs) - the critical quality documents used across manufacturing, supply chain, logistics, and regulated industries to verify product specifications. A COA confirms product performance and compliance before goods move forward in the supply chain.
In most organizations, COAs arrive in diverse formats and channels - PDF, Word, Excel, HTML, email attachments, cloud storage, and more - from dozens (or hundreds) of different suppliers. Manual entry and reconciliation of this data are error-prone, resource-intensive, and simply can’t scale. The SiMX solution eliminates these bottlenecks with end-to-end automation.
With COA Processing Automation you can:
Ingest from any source or format - including email systems, web portals, remote folders, FTP/SFTP, APIs and cloud storage, without requiring supplier changes.
Automatically detect and extract data from COA documents using advanced parsing logic, even when layouts vary or data fields shift between suppliers.
Match, validate, and standardize chemical parameters, test results, and specification values against internal limits and business rules, significantly reducing errors and improving data quality.
Reduce manual labor and operational cost by replacing manual keying with scalable automation that runs continuously.
Deliver structured data into target systems such as databases, ERP warehouses, reporting platforms and quality dashboards - enabling faster decision-making.
SiMX COA Processing Automation is built on proven extraction and data-processing technology that has helped manufacturing and supply chain teams automate COA lifecycles at scale. By removing the burden of manual COA handling, your organization gains faster throughput, higher data integrity, and the ability to focus resources on strategic tasks instead of repetitive work.
The SiMX HCM Data Processing solution is a powerful, enterprise-ready platform for automating the conversion, standardization, and delivery of HR, payroll, and employee data from disparate sources into consistent, usable formats. Designed to eliminate the costly and error-prone work of manual reconciliation, this solution turns fragmented outputs from multiple systems into clean, structured data that can be easily integrated into any Human Capital Management (HCM) platform.
Across today’s complex HR ecosystems, data originates from a wide variety of reports - including payroll summaries, employee census files, benefits exports, demographic records, time and attendance reports, and custom system outputs. Traditionally, HR and IT teams spend countless hours cleaning, mapping, and re-formatting this data before it can be used for onboarding, payroll reconciliation, analytics, or downstream system updates. The SiMX HCM Data Processing solution automates these tasks, dramatically accelerating processing time and improving data quality.
Key capabilities include:
Automated ingestion from any format or source - including PDFs, spreadsheets, text exports, and custom system outputs.
Standardization and normalization of diverse HR data into a unified schema for seamless integration with platforms such as iSolved, PrismHR, ADP, or proprietary systems.
Business rule support and validation to enforce consistency, accuracy, and alignment with organizational policies.
Seamless delivery of structured data into target databases, reporting systems, analytics platforms, or HCM endpoints.
By shifting HR teams away from manual extraction and cleanup, the solution helps organizations reduce errors, improve payroll accuracy, and accelerate reporting and analytics. Whether you’re managing data for a single system or orchestrating feeds across multiple platforms, SiMX HCM Data Processing turns complex workforce data into reliable, reusable information - empowering better operational decisions and freeing up teams to focus on strategic HR initiatives.
The SiMX Purchase Order Processing solution is a fully automated platform designed to streamline how organizations capture, validate, and manage purchase order data. It eliminates manual data entry by automatically extracting PO information from any source and converting it into clean, structured data ready for downstream systems.
Purchase orders arrive in many forms - PDFs, spreadsheets, Word documents, scanned images, HTML pages - nd from many locations, including email inboxes, shared folders, supplier portals, and cloud storage. Variations in layouts, formats, and supplier standards make manual processing slow, error-prone, and difficult to scale. SiMX addresses these challenges with a flexible, enterprise-ready automation solution.
The solution enables organizations to:
Extract purchase order data from any format, including PDF, Excel, Word, HTML, scanned documents, and custom file types
Ingest POs from any location, such as email attachments, web portals, remote folders, FTP/SFTP sites, and cloud storage
Apply custom business and verification rules to validate values, enforce policies, and ensure data consistency
Match and normalize PO data against master lists, vendor catalogs, and internal reference data
Integrate seamlessly with existing systems, including ERP platforms, databases, data warehouses, and reporting tools
Once extracted and validated, purchase order data can be delivered directly into your systems of record or managed within SiMX as a centralized data repository. This enables faster processing cycles, improved accuracy, and greater visibility across procurement and finance operations.
By automating purchase order processing, organizations reduce operational costs, eliminate manual errors, and gain the ability to scale procurement workflows without increasing staff workload. The result is a faster, more reliable, and more efficient purchasing operation - from intake to system integration.
The SiMX Monarch to TextConverter solution is designed for organizations looking to replace Monarch with a more powerful, scalable, and cost-effective data extraction platform. It provides a structured, low-risk migration path from Monarch to TextConverter, SiMX’s flagship data extraction software—without forcing teams to start over.
Many organizations rely on Monarch models to extract data from reports and documents, but face growing limitations related to scalability, automation, maintenance, and cost. TextConverter addresses these challenges with modern extraction logic, automation capabilities, and flexible deployment options—while preserving the value of your existing Monarch work.
The Monarch to TextConverter solution includes:
Automated conversion of Monarch MOD and XMOD models into TextConverter projects, reducing manual rework
Clear conversion guidelines and best practices to ensure predictable and maintainable results
Automated verification and validation to confirm extraction accuracy after conversion
Support for complex reports, including multi-page documents, repeating sections, and variable layouts
Expert assistance from the SiMX team throughout the migration process
TextConverter extends beyond traditional Monarch capabilities by supporting a wider range of document formats, advanced extraction logic, and seamless integration with databases, ERP, HCM, and analytics systems. It also enables scheduling, automation, and server-based execution - capabilities that are increasingly critical in modern data environments.
By migrating to TextConverter, organizations gain a future-proof platform that is more accurate, easier to use, more efficient, and less expensive than Monarch - while protecting existing investments in report logic and institutional knowledge.
The SiMX Financial Document Processing solution is designed to automate the extraction, validation, and transformation of data from complex financial documents. It converts static reports and statements into clean, structured, and reusable data - eliminating manual data entry and reducing reconciliation errors across financial workflows.
Finance and accounting teams work with a wide range of documents generated by banks, ERP systems, payment processors, and internal systems. These documents often arrive in inconsistent formats and layouts, making manual processing slow, error-prone, and difficult to scale. SiMX addresses this challenge with a robust automation platform built for real-world financial data.
The solution supports automated processing of documents such as:
Bank statements and transaction reports
Remittance advices and payment confirmations
Invoices and purchase-related financial documents
General ledger, trial balance, and accounting reports
Aging reports, balance sheets, and income statements
Financial documents can be ingested from PDF, Excel, Word, HTML, text files, scanned images, and other system-generated formats - regardless of layout variability or document length.
Key capabilities include:
Advanced data extraction from multi-page reports, repeating sections, and variable layouts
Data validation and normalization using business rules and reference data to ensure accuracy and consistency
Automated transformation and enrichment to align extracted data with accounting structures and downstream requirements
Seamless integration with ERP systems, accounting platforms, databases, data warehouses, and reporting tools
By turning static financial documents into live, structured data, organizations gain faster access to reliable financial information. This enables improved reconciliation, accelerated close cycles, enhanced reporting, and better decision-making - without increasing staff workload.
SiMX Financial Document Processing is ideal for organizations seeking to modernize financial operations, reduce manual effort, and scale data processing with confidence and control.
The SiMX Healthcare Data Processing solution automates the extraction, standardization, and delivery of data from complex healthcare reports and system outputs. It enables healthcare organizations to convert fragmented, report-based information into clean, reusable data—without changing existing clinical or administrative systems.
Healthcare data is typically distributed across many disparate platforms, including patient care management, clinical testing, coding, billing, accounts receivable, and operational systems. Each system produces its own reports in different formats, layouts, and levels of detail. As a result, departments struggle to aggregate information, perform meaningful analysis, and share data efficiently across the organization. SiMX addresses these challenges by automating the conversion of healthcare reports into structured data that can be analyzed, reused, and integrated across departments.
The solution supports data extraction from a wide range of healthcare reports, including:
Patient registration and demographics
Clinical patient care and treatment reports
Coding and financial reports
Billing and accounts receivable statements
Patient follow-up and operational reports
Reports can be ingested from PDF, Excel, Word, HTML, text files, scanned documents, and other system-generated formats, even when layouts vary or reports span multiple pages.
Key capabilities include:
Automated extraction from disparate systems without requiring system changes
Handling of complex report structures, including multi-page documents, repeating sections, and variable field positions
Standardization and normalization of extracted data into consistent schemas
Delivery of structured data into databases, analytics platforms, dashboards, reporting tools, or custom applications
Support for unified views and interactive portals across clinical, operational, and financial data
By eliminating manual data re-entry and spreadsheet-based reconciliation, healthcare organizations reduce errors, improve data accuracy, and free staff from time-consuming administrative tasks. Departments gain faster access to reliable information, enabling better operational oversight, improved reporting, and more informed decision-making. SiMX Healthcare Data Processing empowers healthcare professionals with the tools they need to simplify complex data workflows—turning static reports into a unified, enterprise-wide data asset.