In 2026, the conversation about document automation has shifted from OCR to agentic IDP and agentic document extraction. Expectations have changed along with it.
A good demo is no longer enough. As agentic AI moves from presentation slides into actual budgets, businesses want to understand what it can deliver in everyday operations. As more vendors adopt the “agentic” label, it becomes harder to distinguish real capabilities from marketing claims.
For leaders in operations, finance, risk, and IT, this whitepaper explores:
- What happened in document automation in 2026: The key developments that shaped the industry
- The rise of agentic AI: How AI agents are changing the approach to document processing
- How to tell whether a data extraction tool is truly agentic: What to look for beyond the label and vendor promises
- AI governance for document automation: The controls and oversight needed to support responsible adoption
- What leadership can expect in 2027: The developments to watch and what they could mean for investment and planning
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Disclaimer: This report draws on publicly available information and Infrrd’s analysis and interpretation of the sources reviewed. All statistics and figures are attributed and linked to their original sources to acknowledge the publishers and maintain transparency. The insights and conclusions presented reflect Infrrd’s interpretation and do not necessarily represent the views of the cited organisations.
