Documents and intake
How do I automate invoice data entry?
Capture the invoice, extract fields such as vendor, invoice number, date, amount, and purchase information, then check them against business rules before posting. Flag duplicate invoices, missing fields, and mismatches for review. Do not let uncertain extraction create a financial record automatically.
What to check
- Which invoice fields are required?
- How will duplicate invoices be detected?
- Which mismatches require human approval?