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AI USE CASE
Invoice & document data extraction
Extract structured data from invoices, contracts and forms straight into your finance system.
What it is
OCR plus a fine-tuned extraction model pulls vendor, line items, totals, dates and PO numbers from scanned and PDF documents, then pushes them into your accounting or ERP system. Replaces manual keying with review-only workflow.
Data you need
A representative sample of 200+ invoices/documents.
Required systems
- accounting
- erp
Why it works
- Build a confidence threshold below which a human always reviews
- Track exception rate weekly and retrain monthly
How this goes wrong
- Skipping the human review step too early
- Treating the model output as ledger-ready before reconciliation
When NOT to do this
Avoid if your invoice volume is under 200/month, manual entry stays cheaper.
Example vendors
This page describes an idea. It gives no budget or timeline: those depend on your company. The free diagnostic tells you which ideas fit your situation.