Processing hundreds of invoices manually is time-consuming and error-prone. With AI-powered PDF extraction, you can automatically extract key invoice data like vendor information, amounts, dates, and line items with precision and speed.
What You'll Learn
- How to set up custom schemas for different invoice formats
- AI extraction techniques for both structured and unstructured invoices
- Batch processing multiple invoices simultaneously
- Exporting clean data to Excel with proper formatting
Step 1: Design Your Invoice Schema
The foundation of accurate invoice extraction is a well-designed schema that captures all the essential data points you need.
Essential Invoice Fields
Vendor Information
- • Vendor Name
- • Vendor Address
- • Tax ID/VAT Number
- • Contact Information
Invoice Details
- • Invoice Number
- • Invoice Date
- • Due Date
- • Currency
Financial Data
- • Subtotal Amount
- • Tax Amount
- • Total Amount
- • Payment Terms
Line Items
- • Item Description
- • Quantity
- • Unit Price
- • Line Total
Pro Tip
Start with a basic schema and refine it based on your specific invoice formats. The AI learns and adapts to your document patterns over time.
Step 2: Choose Your Extraction Mode
Different invoice types require different extraction approaches. Choose the right mode for your needs.
Speed Mode
Perfect for high-volume processing of standardized invoices with consistent formats.
- Faster processing times
- Cost-effective for bulk operations
- Reliable for structured documents
Precision Mode
Ideal for complex invoices with varying layouts, handwritten elements, or critical accuracy requirements.
- Maximum accuracy
- Handles complex layouts
- Better OCR for scanned documents
Step 3: Process and Validate Your Data
After extraction, review and validate the data to ensure accuracy before exporting to Excel.
Common Validation Checks
Numerical Data
Verify totals add up correctly and amounts are in proper format
Date Formats
Ensure dates are correctly parsed and in consistent format
Required Fields
Check that all mandatory fields are populated
Ready to Automate Your Invoice Processing?
Start extracting invoice data automatically with our AI-powered solution. No coding required, just upload and extract.
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