Small and medium-sized businesses (SMBs) often struggle with paperwork and data extraction, which slows operations and drains resources. As an organization grows, manually extracting data from invoices and forms is time-consuming. It is also prone to human error, risking accuracy in reporting, compliance, and business intelligence.
For many SMBs, these bottlenecks slow down decisions and keep teams tied up with administrative tasks. Cloud automation tools from AWS provide SMBs with scalable solutions to reduce manual effort and enhance document processing efficiency.
Tools like Amazon Textract make it easy to extract key information from invoices, forms, and more, allowing businesses to focus on what matters most.
What is Amazon Textract?
Amazon Textract is a machine learning–based document analysis service from AWS (Amazon Web Services) that automatically extracts printed text, handwriting, and structured data from scanned documents. It goes beyond traditional optical character recognition (OCR) by detecting layout structure, tables, forms, and key-value relationships.
Unlike traditional OCR tools that only detect text, Amazon Textract can identify relationships between different data points, such as key-value pairs in forms and rows in tables. This makes it ideal for processing complex documents like invoices, medical records, or legal agreements.
Core features and capabilities of Amazon Textract

Amazon Textract provides a comprehensive set of capabilities that extend beyond simple text extraction, enabling the precise identification and interpretation of complex document elements.
1. Advanced text detection and analysis
Amazon Textract analyzes documents to extract relevant data from forms, tables, and other organized sections, simplifying document processing for SMBs.
- Text detection: Extracts raw text (English, German, French, Spanish, Italian, and Portuguese) from scanned documents, images, and PDFs, including handwriting recognition.
- Document analysis: Detects and analyzes relationships between text elements, forms, and tables.
- Specialized analysis: Can be configured to process common business documents such as invoices and receipts.
2. Form and table processing
One of Amazon Textract's standout features is its ability to maintain document structure and context. The service automatically detects tables and preserves the composition of data, outputting information in structured formats that can be easily integrated into databases.
For forms processing, Amazon Textract identifies key-value pairs within documents, such as "Name: John Doe" or "Invoice Number: 12345".
3. Confidence scoring and quality assurance
Amazon Textract provides confidence scores for all extracted information, enabling developers to make informed decisions about the accuracy of the results. This feature enables organizations to establish thresholds where human intervention may be necessary for verification, thereby balancing automation with quality control.
4. Multi-language and multi-format support
The service currently supports English, Spanish, German, Italian, French, and Portuguese. Amazon Textract can process various file formats, including JPEG, PNG, PDF, and TIFF, with support for both single-page synchronous processing and multi-page asynchronous operations.
Its capabilities extend beyond simple text extraction by interpreting the structure and relationships within documents. This depth of analysis allows it to work effectively with other AWS services, creating opportunities for streamlined and automated workflows.
Integration with the AWS Cloud ecosystem
Amazon Textract works closely with various AWS services, allowing organizations to build automated document workflows that handle storage, processing, and orchestration within a unified cloud environment.
1. Smooth AWS service integration
Amazon Textract integrates smoothly with other AWS services, creating strong document processing workflows. Key integrations include:
- Amazon S3: For document storage and retrieval
- Amazon DynamoDB: For storing extracted data
- Amazon Comprehend: For natural language processing of extracted text
- Amazon SageMaker: For custom machine learning model development
2. Architecture and scalability
Amazon Textract operates as a fully managed service within the AWS cloud infrastructure. According to AWS, Amazon Textract can process millions of documents within hours, depending on workload size and architecture.
The architecture supports both real-time processing for immediate results and batch processing for large document volumes.
3. Security and compliance
Amazon Textract maintains enterprise-grade security standards and is compliant with SOC-1, SOC-2, SOC-3, ISO 9001, ISO 27001, ISO 27017, and ISO 27018 certifications. This compliance framework enables organizations in finance, healthcare, and other regulated industries to use the service while meeting their security and regulatory requirements.
By connecting with a range of AWS services, Amazon Textract supports comprehensive document processing workflows that extend beyond extraction alone. This capability opens the door to practical applications across industries where accurate and timely data capture is essential.
How to use Amazon Textract?
Getting started with Amazon Textract involves several key setup steps, including setting permissions, configuring the SDK, and formatting files. These technical prerequisites and the implementation process enable SMBs to integrate Amazon Textract efficiently into their existing AWS environment.
Prerequisites and initial setup
Businesses must meet several basic requirements before implementing Amazon Textract in their document processing workflows.
1. AWS account and security setup
Establish proper Identity and Access Management (IAM) permissions. Create an IAM user or role with the AWS-managed policy AmazonTextractFullAccess attached. This includes generating access keys and secret keys for programmatic access to the service.
For enhanced security, businesses should create dedicated IAM roles rather than using root account credentials. The setup process involves configuring AWS credentials through the AWS Command Line Interface (CLI) or directly in application code using environment variables.
2. Required software and SDKs
The primary technical requirement is installing the AWS SDK for Python (Boto3). This can be accomplished with a simple pip installation:
python
pip install boto3
Additionally, businesses may need supporting libraries depending on their implementation approach. For document preprocessing, libraries like Pillow for image handling or pdf2image for PDF conversion may be necessary.
3. Document format requirements
Amazon Textract supports specific file formats and size limitations that businesses must consider. Supported formats include JPEG, PNG, PDF, and TIFF files, with JPEG 2000-encoded images within PDFs also supported. However, the service does not support XFA-based PDFs.
File size limitations vary by operation type:
- Synchronous operations support images (JPEG, PNG) up to 5 MB and PDFs up to 10 MB (single page).
- Asynchronous operations support PDFs and TIFFs up to 500 MB and 3,000 pages.
Document quality requirements include:
- Minimum text height of 15 pixels (equivalent to 8-point font at 150 DPI)
- Recommended resolution of at least 150 DPI
- Maximum image dimensions of 10,000 pixels on all sides
- Documents cannot be password-protected
Extracting tables from PDF documents
Businesses can use Amazon Textract to extract tables from PDF documents efficiently. The process is accessible through the AWS Console, API, or with Python libraries, and is suitable for automating tasks such as invoice, receipt, or report processing.
Follow these key steps for extracting tables from PDF documents using Amazon Textract:
- Upload the PDF to Amazon S3: Store the PDF document in an Amazon S3 bucket. Asynchronous operations in Amazon Textract require documents to be in S3, which is necessary for processing multi-page PDFs or larger files.
- Invoke the AnalyzeDocument API: Call the Amazon Textract AnalyzeDocument API and set the FeatureTypes parameter to "TABLES". This instructs Textract to detect and extract table structures from the PDF specifically.
- Receive and interpret the JSON output: Amazon Textract returns the results as a collection of Block objects in JSON format. These blocks contain information about pages, tables, cells, and their relationships, allowing for the reconstruction of tables programmatically.
- Post-process and convert table data: Extract the table data from the JSON output and convert it into a more usable format, such as CSV. AWS provides example scripts and tutorials for this step, and open-source libraries like Amazon-Textract-Textractor can help automate much of the conversion.
After implementing Amazon Textract, organizations may encounter occasional challenges that require careful diagnosis and resolution. Understanding common issues and being aware of available support channels can help maintain smooth operations and minimize potential downtime.
Troubleshooting and support for Amazon Textract

When challenges arise with Amazon Textract, a systematic approach to troubleshooting combined with access to AWS support resources can help resolve issues effectively.
Common troubleshooting scenarios
Businesses using Amazon Textract may encounter several recurring issues during implementation and daily operations. The most frequent challenges involve permissions, service limits, document quality, and integration with other AWS services. AWS provides detailed guidance and multiple support channels to help resolve these scenarios efficiently.
- IAM permission errors: Users often see "not authorized" errors when IAM policies are missing required permissions, such as textract:DetectDocumentText or textract:AnalyzeDocument. These issues are resolved by updating IAM policies to grant the necessary Amazon Textract actions.
- IAM: PassRole authorization failures: Errors related to iam: PassRole occur when users lack permission to pass roles to Amazon Textract. Policies must be updated to allow the iam: PassRole action for relevant roles.
- S3 access issues: Insufficient permissions for S3 buckets, such as missing s3:GetObject, s3:ListBucket, or s3:GetBucketLocation, can prevent Amazon Textract from accessing documents. Ensure policies include these actions for the required buckets.
- Connection and throttling errors: Applications that exceed transaction per second (TPS) limits may encounter throttling or connection errors. AWS recommends implementing automatic retries with exponential backoff, typically up to five attempts, and requesting service quota increases as needed.
- Document quality and format problems: Amazon Textract performs best with high-contrast, clear documents in supported formats (JPEG, PNG, or text-based PDFs). If extraction fails or results are inaccurate, verify that documents are not image-based PDFs, are properly uploaded to S3, and meet quality guidelines.
Training and debugging support
Businesses using Amazon Textract have access to dedicated resources for troubleshooting and ongoing support. AWS provides both technical tools for debugging and multiple professional support channels to address operational or account-related issues.
- Validation files for custom queries: AWS generates validation files during training, helping users identify specific errors such as invalid manifest files, insufficient training documents, or cross-region Amazon S3 bucket issues.
- Detailed error descriptions: The system provides comprehensive error messages to pinpoint and resolve training dataset problems efficiently.
Professional support channels
Businesses using Amazon Textract have access to a range of professional support channels designed to address both technical and operational needs. These channels ensure users can resolve issues quickly, manage billing questions, and receive guidance on complex implementations.
- AWS Support Center: AWS offers multiple support channels for Amazon Textract users. For billing questions and account-related issues, users can contact the AWS Support Center.
- Technical assistance: For assistance with document accuracy issues, particularly with receipts, identification documents, or industrial diagrams, AWS provides direct email support through amazon-textract@amazon.com.
However, it is recommended to primarily use AWS Support Plans and AWS forums for technical assistance. - Enterprise and managed services: Organizations requiring enterprise-level support can access AWS Managed Services (AMS) for Amazon Textract provisioning and management. For custom pricing proposals and enterprise implementations, AWS provides dedicated sales consultation services through its partner contact forms.
Addressing common challenges lays the groundwork for a reliable deployment of Amazon Textract. Building on this foundation, following proven technical approaches and best practices helps maintain accuracy and performance over time.
What are the best use cases of Amazon Textract?
Amazon Textract is applied across various industries to streamline document processing, reduce manual effort, and improve accuracy in handling complex data.
1. Healthcare and life sciences
In the healthcare sector, Amazon Textract processes medical documents, insurance claims, and patient intake forms.
Change Healthcare, a leading healthcare technology company, uses Amazon Textract to extract information from millions of documents while maintaining HIPAA compliance. Roche utilizes the service to process medical PDFs for natural language processing applications, thereby building comprehensive patient views for informed decision-making support.
2. Financial services
Financial institutions utilize Amazon Textract for processing loan applications, mortgage documents, and regulatory forms. The service can extract critical business data such as mortgage rates, applicant names, and invoice totals, reducing loan processing time from days to minutes.
Companies like Pennymac have reported significant efficiency gains, cutting processing time from hours to minutes.
3. Insurance industry
Insurance companies use Amazon Textract to automate claims processing and policy administration.
Symbeo, a CorVel company, reduced document processing time from 3 minutes to 1 minute per document, achieving 68% automation in their workflows. The service helps extract relevant information from insurance forms, claims documents, and policy applications.
4. Public sector applications
Government agencies use Amazon Textract for digitizing historical records and processing regulatory documents.
The UK's Met Office uses the service to handle historical weather data, while the NHS processes millions of prescriptions monthly using Amazon Textract-powered solutions.
For businesses seeking verified third-party consulting and implementation services, Cloudtech offers specialized Amazon Textract integration and optimization services to help maximize the document processing capabilities. Check out the pricing here!
Cloudtech's role in Amazon Textract implementation
Cloudtech, an AWS Advanced Tier Partner, specializes in cloud modernization and intelligent document processing for small and medium businesses. We deliver customized solutions to automate, optimize, and scale AWS environments, with a focus on document-centric workflows.
Cloudtech builds tailored workflows using Amazon Textract—from assessment to deployment and ongoing management, helping businesses reduce manual effort, improve data accuracy, and speed up document processing.
- Data and application modernization: Upgrading data infrastructure and transforming legacy applications into scalable, cloud-native solutions.
- AWS cloud strategy and optimization: Delivering end-to-end AWS services, including cloud assessments, architecture design, and cost optimization.
- AI and automation: Implementing generative AI and intelligent automation to streamline business processes and boost efficiency.
- Infrastructure and resiliency: Building secure, high-availability cloud environments to support business continuity and regulatory compliance.
Conclusion
Amazon Textract moves beyond traditional OCR by capturing not only text but also the structure and context within documents, enabling more accurate and actionable data extraction.
Understanding its capabilities and practical applications equips businesses to rethink document workflows and reduce the burden of manual processing. Whether handling forms, tables, or handwritten notes, Amazon Textract offers a reliable option to streamline operations and improve data accuracy.
For organizations seeking to implement or expand their use of this technology, Cloudtech offers expert guidance and support to ensure a smooth and effective deployment customized to business needs.
Reach out to Cloudtech to explore how Amazon Textract can be integrated into a business's cloud strategy.
FAQs
- How does Amazon Textract's Custom Queries adapter auto-update feature work?
The auto-update feature automatically updates businesses' Custom Queries adapter whenever improvements are made to the pretrained Queries feature. This ensures their custom models are always up-to-date without manual intervention. Businesses can toggle this feature on or off during adapter creation, or update it later via the update_adapter API call.
- What are the specific training requirements and limitations for Custom Queries adapters?
To create Custom Queries adapters, businesses must upload at least five training documents and five test documents. Businesses can upload a maximum of 2,500 training documents and 1,000 test documents. The training process involves annotating documents with queries and responses. Monthly training limits apply, and they can view these limits in the Service Quotas console.
- How does Amazon Textract handle data retention, and what are the deletion policies?
Amazon Textract stores processed content only to provide and improve the service. Content is encrypted and stored in the AWS region where the service is used. They can request deletion of content through AWS Support, though it may affect the service's performance. Training content for Custom Queries adapters is deleted after training is complete.
- What is the Amazon Textract Service Quota Calculator, and how does it help with capacity planning?
The Service Quota Calculator helps businesses estimate their quota requirements based on their workload, including the number of documents and pages. It provides recommended quota values and links to the Service Quotas console for increased requests, helping businesses plan their capacity more effectively.
- How does Amazon Textract's VPC endpoint configuration work with AWS PrivateLink?
Amazon Textract supports private connectivity using interface VPC endpoints powered by AWS PrivateLink, ensuring secure communication without the public internet. Businesses can create VPC endpoints for standard or FIPS-compliant operations and apply endpoint policies to control access within their VPC environment.

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