AI extraction of received documents

AI reads a received invoice or receipt from the inbox and fills in the expense; you check it before recording.

Step by step

AI extraction reads a PDF or an image of a received invoice or receipt in the inbox: the supplier with its company ID, VAT number and address, the kind of document, the supplier’s document number, the variable symbol, the issue date, the taxable supply date and the due date, the currency, the supplier’s account, the lines with their VAT rates and the totals.
The account sets when it runs: only when you choose “Extract”, on every upload, or on every file that arrives in the inbox, however it arrives. With “Extract waiting” you extract all waiting files at once.
The expense form opens filled in, with the document shown beside it on a computer and above it on a phone. AI read the document, and you check it: compare every detail with the document, correct what is wrong, and choose “Record”.
One extraction uses one unit. The plans with the inbox, Everyday and Whole company, include 5 a month. The month’s units are used first, then packs of 100, 250 and 500 extractions bought on top of the plan, each valid for ten years.

An ISDOC invoice is read without AI and uses no unit.

The Accountant role cannot extract documents.

Where AI extraction is not available, for example in a country where the AI features are not offered, you fill in the expense by hand.

While the inbox says AI extraction is coming soon, you create expenses from the inbox by hand.