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Platform overview Pricing Handwriting recognition Table extraction Data transformations Straight-through processing Data matching Financial Services Insurance Logistics View all Dynamics 365 Salesforce Xero View integration pathways Blog Customer stories Expert insights White papers Affinda Academy API reference Product guides Product updates Security Trust Centre About Affinda Pathfindr Careers Media & awards Customer stories
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Charlotte Williams

Product Analyst

I design solutions with customers and hunt down the best ideas for Affinda's product roadmap.

Charlotte Williams

About me

Charlotte Williams helps enterprises automate their critical document workflows with the Affinda platform, combining IDP and agentic AI. On the customer side, she leads solution design – mapping journeys, building document workflows and instrumenting metrics so impact is visible and time to value stays short. On the product side, she turns those learnings into features: ideating with users, shaping customer journeys and experience, and coordinating engineering, marketing and sales so the right problems get built, launched and adopted.

Her focus is practical AI: LLM agents where they help, guardrails where they’re needed and feedback loops, so accuracy keeps improving across any document type or industry.

My areas of expertise

AI solution design and implementation

Mapping business processes, designing document workflows with AI and ensuring smooth adoption and visible impact for enterprise customers.

Product development and customer experience

Translating customer needs into product features, collaborating with engineering, marketing and sales and refining user journeys through continuous feedback.

Practical application of AI (IDP and agentic AI)

Leveraging intelligent document processing and agentic AI in real-world workflows with a focus on accuracy, guardrails and ongoing improvement across industries.

My recent articles

Automated invoice processing workflow for accounts payable teams

What is invoice processing and how to automate it

A practical guide to accounts payable invoice processing, the invoice processing workflow and what changes when you move to automated invoice processing.
How to capture unstructured data from documents

How to capture unstructured data from documents

Learn how modern AI document capture solutions extract meaning from unstructured documents and produce clean JSON outputs ready for automation.
Why 95% accuracy isn’t good enough for precision document processing

Why 95% accuracy isn’t good enough for precision document processing

This article unpacks why ‘almost accurate’ isn’t good enough and what true automation-ready precision really looks like.
OCR technology versus AI document processing comparison

What is OCR technology and why AI document processing is better

Understand what OCR technology is, how OCR software works and why AI document processing delivers better outcomes for high-stakes document workflows.
Best OCR software in 2026: 10 free open-source tools reviewed

Best OCR software in 2026: 10 free open-source tools reviewed

We review the best OCR software available today and explore when organizations need more than OCR.