Extract Invoice And Po Data
Pull structured line items from invoices and POs.
Document Upload & Settings
Upload the invoice, purchase order, or credit note and specify its type.
* Not required, but providing these fields helps the agent produce better results.
Defines how to extract structured data from uploaded invoices, purchase orders, and credit notes in PDF or image form so it can flow directly into ERP, accounting, or reconciliation systems. The SOP specifies required inputs and a detailed output schema covering document header fields, line items, totals, and payment terms, including optional tax, shipping, discount, and banking information. It enforces automatic validation rules to confirm that line items sum to the subtotal, tax and totals reconcile correctly, dates are logical, and currency is consistent, with discrepancies logged as validation warnings. The procedure also covers handling poor-quality or scanned documents by flagging low-confidence values, using null for unreadable fields, and recording clarifications in extraction notes. Special handling is defined for multi-page documents, invoices without line items, credit notes, multiple tax rates, and foreign currency with conversions to ensure robust, reliable data capture across varied document formats.
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