Extract Invoice Details With Power Automate And AI Builder

Then use this code to determine if the manual review fields text string is empty. Use this code in the action’s Map field to build an array of field names. 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. In this example, we’re going to assume that our supplier’s invoice model will be the same with all invoices that the AI ​​Builder model will process.

Extract Invoice Details With Power Automate And AI Builder

Once the model Restaurant Cash Flow Management is trained, click on the Details button to goto the details page. After that, you will be presented with the model summary and then click on the Train button. AI Builder prediction models allow you to predict the outcome of an event based on historical data. We are not reinventing the wheel here, because there is a Microsoft template for reading and storing information from documents. We read every piece of feedback, and take your input very seriously.

Create A SharePoint Document Library

The AI Builder – Extract Information From Invoices action outputs all of the invoice details. We want to QuickBooks take those details any apply them to the metadata of the invoice document in SharePoint. Create a SharePoint – Update File Properties action populate its fields as shown below. Include the corresponding Confidence Score fields to indicate accuracy.

• Once the model is trained, click on the Details button to goto the details page.
• This low-code solution simplifies data handling and streamlines financial processes.
• Now that we have the invoice’s file content we can use AI Builder’s pre-built invoices model to extract its details.
• There you can now publish the model and use it in Power Apps or Power Automate.
• In this YouTube video, I have demonstrated the detailed steps to extract data from structured invoice pdf file sent through email without setting up custom document processing AI model.

Step 1: Enable AI Builder Invoice Processing Model

I love writing technical blogs, collaborating in technical communities & basically anything & everything in technology. With AI Builder and Power Automate, businesses can automate invoice processing, reducing manual workload, improving accuracy, and accelerating payments. This results in faster approvals, better compliance, and streamlined financial operations. Go to SharePoint and create a new document library to store invoices named Vendor Invoices. AI Builder’s pre-built AI models can be used within Power Apps applications or Power Automate automated workflows, so we can find this feature in both Power Platform applications, as seen below.

• Object detection models can be very useful in automating processes like checking for faults in objects, streamline inventory management and categorizing objects based on their images.
• In some articles on Microsoft Flow we have already showed you that a lot of problems can be solved with Power Automate.
• When our model has finished its training, AI Builder will show us the accuracy of its prediction.
• We can then apply processing to retrieve information, extract facts, and answer questions.
• After the training you will be immediately redirected to the overview page.

Now that we have an array we can ai invoice processing filter it to determine which fields have low confidence scores. At this point, we must provide the model with a set of documents so that the model can be trained, identifying the format of the documents and detecting the information that we want to extract. AI Builder is a feature of the Microsoft Power Platform that helps us automate processes and predict outcomes using pre-built Artificial Intelligence models. That is, users can implement the capabilities of such models without having to write code. Next, draw/select the fields on the invoice to map the fields to data in invoice.

1️⃣ Open Power Apps and navigate to AI Builder.2️⃣ Select “Invoice Processing” under prebuilt AI models.3️⃣ Click Use in Power Automate to start building an invoice automation workflow. Hi, I am in document processing for more than 30 years with several products. I still have to do the validation section of your tutorial. You should change the SharePoint field type of invoice number to text only. Any invoices having a field with a low confidence score (less than 75%) must be tagged for manual review. Then create an array of field names and confidence scores using the following code.