Invoice and Accounting Automation with OCR

Invoices arrived as email PDFs, scans, EDI records, and occasional receipt photos, then staff entered their details by hand. Manual coding and matching were slow and errors often surfaced later during reconciliation.

• Formats varied across suppliers and submission channels.
• Teams keyed vendor, amount, line items, and coding manually.
• Purchase-order matching added another repetitive step.
• Errors took time to trace after they reached reconciliation.

Most invoice formats contain recognizable fields suitable for OCR extraction. Low-confidence or unusual documents can be routed to staff while routine invoices continue through the approval workflow.

• Extract standard fields from different document formats.
• Match invoices with purchase orders and goods receipts.
• Apply accounting rules based on prior coding patterns.
• Escalate exceptions instead of posting uncertain data.

We built an OCR pipeline that extracts invoice data, performs three-way matching, and applies learned GL coding rules. Clean matches move to approval in the ERP, while uncertain cases go to an accounting reviewer.

• Process invoices from email, scans, EDI, and receipt images.
• Check extracted fields against orders and goods receipts.
• Route verified invoices into the existing ERP approval queue.
• Send low-confidence reads and mismatches for human validation.