Invoice and document automation

Extraction is only the start.
An invoice needs review.

For teams copying invoice data from PDFs, scans or email into accounting software. We design the journey from document to validated record, with clear ownership of exceptions.

01

Documents and required fields

We agree document types, sources and required fields: supplier, number, dates, currency, totals and line items. Extraction follows sample documents. An uncertain character or missing detail needs a review flag, not an invented value.

02

Checks before posting

We define amount reconciliation, duplicate checks and mapping to suppliers or codes. Uncertain cases require human review. States and change history separate extraction suggestions from a colleague’s approval.

03

Transfer to the target system

Available accounting or ERP APIs and import formats determine the approved-record handoff. A retry should not quietly create another invoice. Pilots use anonymised documents; maintenance covers exceptions, changing formats and integration health.

Capabilities

A solution built around your real workflow

Technology is selected around the process, data and risk.

  • ✓PDF and scan data extraction
  • ✓OCR and AI chosen around documents
  • ✓Amount and required-field checks
  • ✓Duplicate control
  • ✓Human approval step
  • ✓Accounting and ERP APIs or imports

Next step

Tell us what you need. We will propose a concrete path.

Plan a project →

First stage

A clear outcome to start with

  • Review of anonymised document samples
  • Field schema and validation rules
  • Pilot with one target import

Scope and investment

What affects cost and timing

  • Document formats and line-item diversity
  • Validation and coding rules
  • Target API and import constraints

We estimate after reviewing data, access and stage boundaries. Maintenance scope, response times and responsibilities are agreed separately.

Agree verifiable stages

  1. 01

    Document

  2. 02

    Extraction

  3. 03

    Human review

  4. 04

    Approved record

Related work

Explore the solution direction

Related projects illustrate data and business workflows. They are not evidence of a particular invoice OCR implementation. Try the clearly labelled invoice workflow demo.

Try the invoice review demo →

AutoApdaila.lt — public page interface
Actual public page capture · 3 October 2026

E-commerce · Automation

AutoApdaila.lt

A large automotive-parts catalogue needs regular updates and a practical way to find parts for a specific vehicle.

An online store, supplier-data imports and vehicle-based search.

Public online storeExplore the solution →

Start with the need

What would you like to change?

Describe who uses the workflow, what gets in the way and which systems you already use. Budget and start preferences can be provisional.

Enquiry topic: Invoice and document automation

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