upland-accuroute

JSON twin: https://www.healthaidb.com/software/upland-accuroute.json

Company Name

Upland Software

Product URL

https://uplandsoftware.com/accuroute/

Company URL

https://uplandsoftware.com

Categories

Summary

Upland AccuRoute is an enterprise document capture, AI-driven OCR/extraction, routing and secure fax solution available on-premise, cloud, or hybrid.

Description

AccuRoute centralizes document capture, classification, data extraction, workflow routing and cloud/or hybrid faxing with security controls (encryption, audit trail, DLP) and integrations into EMRs (Epic, Meditech), DMS/ECM, ERPs and MFP devices. It includes AI cloud services for zonal OCR, dynamic extraction, pattern matching and confidence scoring to automate mailroom, records scanning and document-driven workflows.

Api Available

yes

Certifications

Company Founding

2010

Company Offices

Compliance

Customers

Data Residency

Cloud (multi-region) or on-prem deployments; vendor offers regional/cloud hosting options

Data Standards

Deployment Model

Features

Id

P1714

Integration Partners

Integrations

Languages Supported

Last Updated

2025-09-07

License

commercial/proprietary

Links

Market Segment

Optional Modules

Os Platforms

Pricing Details

contact vendor

Pricing Model

enterprise_quote

Privacy Features

Ratings

Regions Available

Release Year

Security Features

Specialties

Support Channels

System Requirements

Supports cloud or on-prem servers; web browser access; Active Directory integration; MFP/connectors (drivers) for device enablement

Target Users

Training Options

Type

product

User Reviews

Version

1.0

Canonical JSON

{
  "company_name": "Upland Software",
  "company_url": "https://uplandsoftware.com",
  "company_offices": [
    "United States",
    "Canada",
    "United Kingdom",
    "Ireland",
    "Israel",
    "Germany",
    "Netherlands",
    "India",
    "Australia",
    "Malaysia"
  ],
  "company_founding": "2010",
  "product_url": "https://uplandsoftware.com/accuroute/",
  "categories": [
    "content lifecycle automation",
    "document capture",
    "fax",
    "routing",
    "workflow automation",
    "AI capture",
    "digital mailroom",
    "records scanning",
    "EMR/EHR integration",
    "security and compliance"
  ],
  "market_segment": [
    "enterprise",
    "smb"
  ],
  "links": [
    "https://uplandsoftware.com/accuroute/",
    "https://uplandsoftware.com/accuroute/healthcare/",
    "https://uplandsoftware.com/accuroute/epic-ehr-fax-integration/",
    "https://uplandsoftware.com/accuroute/resources/brochure/accuroute-overview/",
    "https://uplandsoftware.com/accuroute/resources/data-sheet/accuroute-hipaa-compliant-fax/",
    "https://uplandsoftware.com/accuroute/demo-request/",
    "https://uplandsoftware.com/accuroute/support/",
    "https://uplandsoftware.com/contact/",
    "https://elion.health/products/upland-accuroute",
    "https://www.softwareadvice.com/cms/upland-accuroute-profile/"
  ],
  "summary": "Upland AccuRoute is an enterprise document capture, AI-driven OCR/extraction, routing and secure fax solution available on-premise, cloud, or hybrid.",
  "description": "AccuRoute centralizes document capture, classification, data extraction, workflow routing and cloud/or hybrid faxing with security controls (encryption, audit trail, DLP) and integrations into EMRs (Epic, Meditech), DMS/ECM, ERPs and MFP devices. It includes AI cloud services for zonal OCR, dynamic extraction, pattern matching and confidence scoring to automate mailroom, records scanning and document-driven workflows.",
  "target_users": [
    "healthcare administrators",
    "clinicians",
    "medical records staff",
    "legal staff",
    "finance staff",
    "IT/operations",
    "document management/records teams"
  ],
  "specialties": [
    "Healthcare",
    "Legal",
    "Financial services",
    "Enterprise content management",
    "Records scanning / digital mailroom"
  ],
  "regions_available": [
    "Global"
  ],
  "languages_supported": [],
  "pricing_model": "enterprise_quote",
  "pricing_details": "contact vendor",
  "license": "commercial/proprietary",
  "deployment_model": [
    "cloud",
    "on_premise",
    "hybrid"
  ],
  "os_platforms": [
    "Web",
    "iOS",
    "Android",
    "MFP device panels",
    "Windows"
  ],
  "features": [
    "document capture",
    "OCR (zonal and full-page)",
    "AI-driven data extraction",
    "classification and indexing",
    "cloud fax (AccuRoute CloudFAX)",
    "hybrid fax (on-prem/cloud)",
    "workflow routing and automation",
    "mobile capture",
    "MFP enablement and custom panel buttons",
    "secure transmission (encryption at rest)",
    "data loss prevention",
    "audit trail and versioning",
    "SSO and Active Directory support",
    "scalable enterprise infrastructure",
    "customizable workflow rules and role/group/admin permissions",
    "analytics and automated activity reporting",
    "compression and conversion",
    "confidence indexing (confidence color coding)",
    "pattern matching for extraction"
  ],
  "optional_modules": [
    "AccuRoute AI Cloud Services",
    "AccuRoute CloudFAX",
    "Digital Mailroom",
    "Records Scanning"
  ],
  "integrations": [
    "Epic",
    "Meditech",
    "iManage",
    "NetDocuments",
    "Google Drive",
    "Dropbox",
    "Box",
    "Microsoft SharePoint/OneDrive",
    "Upland FileBound",
    "Concur",
    "HP (MFP)",
    "Canon (MFP)",
    "Lexmark (MFP)",
    "Ricoh (MFP)",
    "Xerox (MFP)",
    "Samsung (MFP)",
    "Upland InterFAX",
    "Dialogic"
  ],
  "data_standards": [
    "HL7"
  ],
  "api_available": "yes",
  "system_requirements": "Supports cloud or on-prem servers; web browser access; Active Directory integration; MFP/connectors (drivers) for device enablement",
  "compliance": [
    "HIPAA",
    "PHIPA",
    "PCI DSS Level 1",
    "SOX",
    "GDPR-ready",
    "ISO 27001-ready"
  ],
  "certifications": [
    "PCI DSS Level 1",
    "ISO 27001-ready",
    "SOX-compliant / supports Sarbanes-Oxley requirements",
    "PHIPA compliance (claimed)"
  ],
  "security_features": [
    "encryption at rest",
    "private/public key authentication",
    "full audit trail",
    "Single Sign-On (SSO)",
    "data loss prevention (DLP)",
    "role/group/admin permissions",
    "Active Directory support"
  ],
  "privacy_features": [
    "audit trail/versioning",
    "data loss prevention"
  ],
  "data_residency": "Cloud (multi-region) or on-prem deployments; vendor offers regional/cloud hosting options",
  "customers": [
    "Shulman Rogers",
    "Jackson Walker LLP",
    "Post & Schell",
    "United Wholesale Mortgage",
    "Top 10 Global Investment Bank",
    "Global 100 Financial Firm",
    "Accounting firm (unnamed case study)"
  ],
  "user_reviews": [
    "\"It's fine I guess. We've seen some issues in previous versions. Support/KB is hit or miss. We honestly are trying to get off ...\""
  ],
  "ratings": [],
  "support_channels": [
    "email",
    "phone",
    "ticketing",
    "knowledge_base",
    "community"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "consulting_services"
  ],
  "release_year": "",
  "integration_partners": [
    "iManage",
    "HP (MFP integrations)",
    "Veritas"
  ],
  "id": "P1714",
  "slug": "upland-accuroute",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-09-07",
  "links_json": {
    "self": "https://www.healthaidb.com/software/upland-accuroute.json"
  }
}