Best SharePoint Document Processing Software in 2026

August 6, 2026

We tested the leading tools on the market to create this list of the best SharePoint document processing software in 2026. Read on to discover our top picks.

1. Lido

The best SharePoint document processing software in 2026 is Lido. It extracts structured data from any document type with the highest accuracy, connecting to SharePoint through simple integrations.

★ Editor's Choice
50 free pages | www.lido.app
9.4/10
AI-powered document extraction that processes files from SharePoint and any other source. Lido extracts structured data from invoices, contracts, and forms into spreadsheets without templates or manual configuration.
Score Breakdown
Accuracy
9.8
Ease of Use
9.6
Pricing
9.2
Integrations
9.0
Versatility
9.5
Support
9.2
Pros
  • Extracts data from any document type without templates or training
  • Processes files from SharePoint, email, cloud storage, and uploads
  • Outputs structured data directly to spreadsheets
  • SOC 2 Type II compliant for enterprise security
Cons
  • Not a native SharePoint add-in
Verdict

The best document processing tool for SharePoint users who need accurate extraction from diverse document types. Connects to SharePoint via simple integrations.

Best for: Teams processing diverse document types stored in SharePoint libraries
Not for: Organizations that need a native SharePoint add-in that runs entirely within the Microsoft tenant

2. Power Automate + AI Builder

Included with M365 E5 | microsoft.com
7.6/10
Microsoft's native document processing solution combining Power Automate and AI Builder. Processes documents directly from SharePoint libraries using pre-built or custom AI models within the Microsoft ecosystem.
Score Breakdown
Accuracy
7.5
Ease of Use
7.5
Pricing
6.5
Integrations
9.5
Versatility
7.0
Support
7.5
Pros
  • Native SharePoint and Power Platform integration
  • No external vendor or data transfer required
  • Pre-built models for invoices, receipts, and IDs
  • Part of existing M365 licensing for E5 customers
Cons
  • Accuracy falls behind dedicated extraction tools on complex layouts
  • AI Builder credits can be expensive at scale
  • Limited customization for non-standard document types
Verdict

The natural choice for Microsoft-first organizations that prioritize staying within the tenant. Accuracy is acceptable for standard documents.

Best for: Microsoft E5 organizations that want document processing without external vendors
Not for: Teams needing highest accuracy on complex or non-standard document types

3. ABBYY Vantage

Custom pricing | abbyy.com
7.3/10
Enterprise document intelligence platform with a dedicated SharePoint connector. ABBYY Vantage processes documents from SharePoint libraries with pre-trained skills and strong OCR on degraded scans.
Score Breakdown
Accuracy
9.0
Ease of Use
5.5
Pricing
4.5
Integrations
8.0
Versatility
9.0
Support
8.0
Pros
  • Dedicated SharePoint connector for direct library integration
  • Industry-leading OCR on scanned and degraded documents
  • Pre-trained skills for dozens of document types
Cons
  • Enterprise pricing with lengthy procurement cycles
  • Complex implementation requiring professional services
  • Significant overhead for simple extraction tasks
Verdict

The strongest enterprise option for SharePoint document processing. Requires significant investment and implementation effort.

Best for: Large enterprises with complex document processing needs and dedicated IT teams
Not for: Small or mid-size teams with limited budgets and simple extraction needs

4. Nanonets

From $0.01/page | nanonets.com
7.2/10
AI document extraction platform that connects to SharePoint through Zapier or API integration. Nanonets offers pre-built models and automated workflows for common document types.
Score Breakdown
Accuracy
7.5
Ease of Use
7.5
Pricing
7.0
Integrations
6.5
Versatility
7.5
Support
7.0
Pros
  • Pre-built models for invoices, receipts, and forms
  • Automated extraction workflows with approval routing
  • Competitive per-page pricing
Cons
  • No native SharePoint connector, requires Zapier or API
  • Lower accuracy on complex layouts than dedicated OCR tools
  • Support response times can be slow
Verdict

A decent option for SharePoint users willing to connect through Zapier. Not as accurate or deeply integrated as other choices.

Best for: Teams processing standard document types from SharePoint that can use Zapier
Not for: Organizations needing native SharePoint integration or highest accuracy

5. Kofax TotalAgility

Custom pricing | kofax.com
6.9/10
Enterprise capture and document processing platform with deep SharePoint integration. Kofax TotalAgility handles high-volume document processing with classification, extraction, and validation workflows.
Score Breakdown
Accuracy
8.5
Ease of Use
4.5
Pricing
4.0
Integrations
8.5
Versatility
8.5
Support
7.5
Pros
  • Deep SharePoint integration with bidirectional sync
  • High-volume batch processing capabilities
  • Advanced document classification and routing
Cons
  • Complex implementation requiring Kofax specialists
  • Enterprise pricing with high minimum commitments
  • Steep learning curve for administration
Verdict

A heavy-duty SharePoint document processing platform for large enterprises. Too complex and expensive for most organizations.

Best for: Large enterprises processing millions of documents through SharePoint annually
Not for: Small or mid-size organizations with moderate document volumes

6. Ephesoft Transact

Custom pricing | ephesoft.com
6.8/10
Cloud-based intelligent document processing platform with SharePoint integration. Ephesoft Transact offers document classification, data extraction, and validation with a focus on capture automation.
Score Breakdown
Accuracy
8.0
Ease of Use
5.5
Pricing
4.5
Integrations
7.5
Versatility
8.0
Support
7.0
Pros
  • Strong document classification capabilities
  • Cloud-native architecture with SharePoint connectors
  • Machine learning-based extraction with continuous learning
Cons
  • Enterprise pricing with annual contracts
  • Requires technical expertise for configuration
  • Smaller vendor with narrower partner ecosystem
Verdict

A capable enterprise document processing platform with decent SharePoint integration. Requires dedicated technical resources.

Best for: Mid-to-large enterprises that need automated document classification and extraction from SharePoint
Not for: Teams without dedicated IT resources for configuration and maintenance

7. Docparser

From $25/month | docparser.com
6.6/10
Template-based document parser that can process files from SharePoint via Zapier. Docparser uses visual zone extraction to pull data from consistent document layouts.
Score Breakdown
Accuracy
6.5
Ease of Use
7.5
Pricing
6.5
Integrations
7.0
Versatility
5.5
Support
6.5
Pros
  • Simple visual template builder for zone extraction
  • Connects to SharePoint via Zapier or Microsoft Flow
  • Affordable for small volumes
Cons
  • Template-based approach breaks when layouts change
  • Cannot process handwritten or degraded documents
  • Limited to document types with consistent layouts
Verdict

The simplest option for extracting data from consistent SharePoint documents. Falls apart with layout variations.

Best for: Teams processing high volumes of documents with identical, predictable layouts from SharePoint
Not for: Organizations with diverse document types or varying layouts

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How to Choose the Best SharePoint Document Processing Software

The right SharePoint document processing tool depends on your document complexity, Microsoft ecosystem commitment, and budget. Here are the key factors.

SharePoint integration depth. Power Automate + AI Builder is fully native. ABBYY and Kofax have dedicated connectors. Lido connects via webhooks and integrations. Nanonets and Docparser require Zapier.

Accuracy. Lido and ABBYY deliver the highest accuracy across document types. Power Automate with AI Builder handles standard documents acceptably. Docparser only works on consistent templates.

Scale. Kofax and Ephesoft handle millions of documents. ABBYY scales to enterprise volumes. Lido and AI Builder handle moderate to high volumes. Docparser is best for small volumes.

Budget. AI Builder is included with M365 E5. Lido offers a free tier. Nanonets has competitive per-page pricing. ABBYY, Kofax, and Ephesoft require enterprise budgets.

Now that you know the strengths of each SharePoint document processing tool, you can choose the one that fits your document types and Microsoft environment.

Frequently asked questions

What is SharePoint document processing software?

SharePoint document processing software extracts structured data from documents stored in SharePoint or OneDrive libraries — invoices, contracts, forms, receipts — and converts it into usable spreadsheet, database, or ERP-ready format. It automates the manual work of opening each file, reading the fields, and typing them into a system.

What is the best tool for SharePoint OCR and data extraction?

For most mid-market teams, Lido is the best starting point — it connects natively to OneDrive and SharePoint, extracts data using AI without templates, and doesn't require Power Automate. For Microsoft-first enterprises with Power Platform expertise, Power Automate + AI Builder is the native option. For high-volume enterprise operations, ABBYY Vantage and Kofax offer the most depth.

Do I need Power Automate to process documents in SharePoint?

No. While Power Automate is Microsoft's native automation tool, several third-party tools connect directly to SharePoint and OneDrive without requiring Power Automate flows. Lido connects natively to OneDrive/SharePoint for document ingestion. Nanonets and ABBYY also offer SharePoint integrations outside the Power Automate ecosystem.

How much does SharePoint document automation cost?

Costs range widely. Lido starts at $29/month with 50 free pages. Power Automate requires per-user or per-flow licensing plus separate AI Builder credits. ABBYY Vantage and Kofax are enterprise-priced, typically $40,000-$150,000+/year. Docparser starts at $39/month for rule-based extraction.

How do I scan documents directly to SharePoint?

Scan with the OneDrive mobile app's built-in scanner and move the PDF into your SharePoint library, or point a network scanner at a library folder synced through OneDrive. For recurring volume, pair the scanner with an OCR tool like Lido that ingests documents from SharePoint and extracts the data automatically.

Does SharePoint OCR scanned PDFs automatically?

Not by default. SharePoint search only indexes files that already contain a text layer, so image-only scans stay unsearchable. Microsoft's fix is SharePoint Premium OCR, a pay-as-you-go service billed at $0.001 per page through Azure that extracts text from images and scanned PDFs for search and compliance — it makes files findable but does not give you structured data.

Is Microsoft Lens still available for scanning to SharePoint?

No. Microsoft retired Lens on March 9, 2026 and removed it from the app stores. The official replacements are the built-in scanner in the OneDrive mobile app and scanning in the Microsoft 365 Copilot app — both save to OneDrive, and from there you can move scans into SharePoint libraries.

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