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The flow is triggered when a new invoice is added to a SharePoint folder. It then calls the invoice processing prebuilt AI model to extract its data. Next, we check if the confidence score for the Invoice total value property is less than 0.65. If it’s the case, we then call a custom document processing model that we’ve trained with invoices where we usually get a low confidence score for the total field.

How to process invoice document without setting up custom AI builder model?

Add an AI Builder – Extract Information From Invoices action and load the File Content into the Invoice File field. Power Automate can use AI Builder’s prebuilt model to effortlessly identify and extract the details from an invoice. Then additional actions can be added to write the invoice data to an ai invoice processing Excel spreadsheet, a SharePoint document library or even use Power Automate Desktop to enter them directly into an Accounting system.

Real-World Use Cases of AI-Powered Invoice Automation

Learn more about requirements in the Supported languages and files section in Invoice processing prebuilt AI model. This is an amazing article and has helped me get my invoice Accounting Periods and Methods extraction working perfectly, HOWEVER I am keen to see if anyone has gotten things adapted to handle credits / credit notes in addition to invoices? Once the invoice has been reviewed by a human they set they manually set the Status to Completed. When the manual review fields text string is empty it means the invoice does not require any review. Fill-in the If Yes block of the condition as shown below.

Supported languages and files

This low-code solution simplifies data handling and streamlines financial processes. You’ve created a flow that uses the AI Builder invoice processing model. Select Save on the top right, and then select Test to try out your flow.

Available fields

This language processing model helps you transform unstructured data into structured data that’s machine-readable. You can then apply processing to retrieve information, extract facts, and answer questions. Create field names to contain the information real estate cash flow that the model extracts from your documents.

• It then calls a custom document processing model to extract its data.
• Then create an array of field names and confidence scores using the following code.
• It is a model which helps you transform unstructured data into structured data making it machine-readable.
• In addition, freeing our team from repetitive and boring tasks will allow us to have time to tackle creative and more motivating tasks, improving the efficiency and satisfaction of our employees.
• Create field names to contain the information that the model extracts from your documents.

Artificial intelligence plays a significant role when it comes to improving the business process by taking automation to the next level where the process is not only automated but smart and self-sufficient as well. To learn how to use the invoice processing prebuilt model in Power Automate, go to Use the invoice processing prebuilt model in Power Automate. To learn how to use the invoice processing prebuilt model in Power Apps, go to Use the invoice processing prebuilt model in Power Apps. Upload an invoice to the SharePoint document library to test the Needs Human Review feature we built. If the invoice has any fields with a confidence score lower than 75% the Status Needs Human Review will appear.

• The field names will tell the user which fields to review.
• Add the following fields which we created in the invoice list.
• In this example, we’ve trained a custom document processing model to extract the total amount from invoices where we usually get a low confidence score when using the invoice processing prebuilt model.
• Choose the form processing model from a number of possible models.
• 📌 Setting up custom GPT prompt with input file parameter & output JSON format.

Extract the invoice information from the uploaded invoice document and store it in a SharePoint List. It is a model which helps you transform unstructured data into structured data making it machine-readable. We can then apply processing to retrieve information, extract facts, and answer questions. In some articles on Microsoft Flow we have already showed you that a lot of problems can be solved with Power Automate. In short, it is always a matter of recognizing processes and pouring them into an automated flow.

The finished flow to automate invoices

If you want to see all the values that were extracted from your invoice, click on the action Extract information from invoices from the successful flow run. You will see a list of the outputs and their confidence score here. In this article, we will take a look at AI Builder and the different types of models available for various purposes. We will then create a Form processing model that will extract the form data and then save it in a SharePoint List. Organisations all over the world are trying to find new ways of automating their business processes in order to reduce redundancies, minimise manual data entry and human error.

AI Builder Invoice Processing Automation Starter Kit

You can post using your email address and are not required to create an account to join the discussion. Insert a new Data Operations – Compose action into the flow.