Automate Invoices Processing with DocsAI

Upload Invoice in the home screen

Upload your invoice in the Digitize instantly section. The quickstart capability allows you to digitize the invoice in no more than 3 steps.

Choose Invoice as the Document Type

Choose Invoice, Receipts & POs as Document Type. This applies our Invoice Extraction Model on your Document.

Select from existing integrations or Choose Custom Format

You can connect your accounting tool, if you already have one. Or choose custom format (custom schema) to define your own schema.

Update the Fields to match Desired Format

Modify the fields as per your internal systems, select appropriate Data Types and Formatting rules to ensure that extracted data is in the format that you need.

Checkout our guide on best practices to define fields to extract maximum accuracy from DocsAI

That’s it!, now you can Export the Extracted Data

You can review the results and click on export to download the data as CSV, JSON, Google Sheet or Outlook

[Optional] Repeat for Multiple Invoices with Single Click

Your quickstart flow has not auto-created a standard workflow within DocsAI which can be re-used.

You can choose the upload option to re-upload the invoice and extract the same fields again!