How to Extract Invoice Data and Send It to Any Target

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Workflow Name:

Extract Invoice and Send It to Any Target
AI Model Type:

LLM / Vision
Model Provider:

Goldfinch AI / OpenAI
Task Type:

Invoice Extraction / Classification
Input Type:

PDF / Image
Output Format:

JSON / CSV
Who Uses It:

Finance Ops; AP Teams
Category:

Description

Problem Before:

Manual invoice entry
AI Solution:

OCR + line-item extraction
Validation (HITL):

Sampled QA 5%
Accuracy Metric:

Line-item accuracy %
Time Savings:

75% faster processing
Cost Impact:

Reduced AP workload

Extract Invoice and Send It to Any Target

This workflow enables Invoice Extraction from PDF or image-based invoices using LLM and vision models.

Automated Accounts Payable Processing

The system captures invoice details such as vendor, amounts, dates, and line items, structures the data into JSON or CSV, and delivers it to any target system. It helps finance operations and AP teams reduce manual entry, improve accuracy, and accelerate invoice processing.

Watch Demo

Video Title:

Automated e-Invoice Generation with IRN, QR Code, and GST Compliance Using eZintegrations™
Duration:

03:41

Outcome & Benefits

Accuracy:

98%
Touchless Rate:

75%
Time Saved:

From 10m to 2m/invoice
Cost Saved:

$0.30 per invoice

Functional Details

Business Tasks:

AP invoice processing
KPI Improved:

Touchless rate; SLA
Scheduling:

Batch / Real-time
Downstream Use:

Datalake / ERP AP

Technical Details

Model Name/Version:

GPT-4o-mini
Hosting Type:

API / Cloud
Prompt Strategy:

Invoice schema prompts
Guardrails:

Duplicate detection; totals check
Throughput:

90 invoices/min
Latency:

~3s/invoice
Data Governance:

No invoice data training

FAQ

1. What is the Extract Invoice and Send It to Any Target workflow?

It is an AI-powered workflow that uses LLM and vision models to extract and classify invoice data from invoices and send the structured output to any target system.

2. How does the workflow work?

The workflow ingests invoices in PDF or image format, applies LLM and vision models to extract key invoice fields, classifies the data, and exports the results in JSON or CSV format to the configured target.

3. What invoice information can be extracted?

It can extract details such as invoice number, vendor name, invoice date, line items, amounts, taxes, payment terms, and totals.

4. What AI models are used in this workflow?

The workflow uses LLM and vision models from Goldfinch AI and OpenAI to accurately interpret invoice layouts and content.

5. What is the output of the workflow?

The extracted and classified invoice data is output in JSON or CSV format and can be sent to ERP systems, AP platforms, Datalakes, or accounting tools.

6. Who uses this workflow?

Finance Operations Teams and Accounts Payable Teams use this workflow to automate invoice processing, reduce manual entry, and improve accuracy.

7. What are the benefits of automating invoice extraction?

Automation speeds up invoice processing, reduces errors, improves data consistency, and enables faster approvals and financial reporting.

Case Study

Industry:

Finance / Accounting
Problem:

Slow invoice approvals
Solution:

AI invoice extraction
Outcome:

Faster AP cycles
ROI:

3-month payback

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