Question 1

What manual work can I automate by connecting Harold to my ERP?

Accepted Answer

Harold automates the extraction of structured data from incoming documents, which means you can eliminate manual data entry into your ERP or business system. When Harold is connected to your workflow, extracted data flows directly into import-ready files, removing the step where someone manually reads a document and types values into your system. This is especially valuable for high-volume document processing where the same data fields appear across many documents.

Question 2

How does data move from Harold into my other business tools?

Accepted Answer

Harold processes documents and outputs structured data in import-ready file formats that feed into your ERP or accounting system. The data extraction happens within Harold, and the resulting files can be piped to your downstream system through automation workflows. You connect Harold to your other tools by specifying where the extracted data should be sent, allowing the import-ready files to land directly in your system without intermediate manual steps.

Question 3

What causes Harold extractions to fail or produce incomplete data?

Accepted Answer

Harold relies on document structure and clarity to extract data accurately, so documents that are poorly scanned, heavily redacted, or use inconsistent formatting can cause extraction errors or missed fields. Additionally, if Harold has not been configured to recognize the specific fields present in your document types, it will not extract those values. Testing Harold with actual samples of your documents before full automation deployment helps identify these issues early.

Question 4

How should I organize my documents so Harold extracts data reliably?

Accepted Answer

Harold performs best when documents follow consistent layouts and formatting standards. Before automating, map out which data fields appear in your documents and configure Harold to target those fields explicitly. If you receive documents from multiple sources with different structures, group them by type and configure Harold separately for each type, then route them appropriately in your automation. This prevents Harold from attempting to extract mismatched fields and improves accuracy across your workflow.

Automate the manual work in Harold

Harold by the numbers

Top 5 Harold friction points when done manually

Harold reports need manual reformatting

Pulling Harold data across multiple reports

Harold reports require constant recalculation

Scheduling Harold reports takes constant effort

Harold output lacks custom branding

What you can automate in Harold

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Tools commonly connected to Harold

Harold Automation questions

Ready to automate your work in Harold?