Data Extraction from Invoices, Bills, and Statements
1. Introduction
- Pedro Muller, financial manager at Pareto, presents a use case of generative AI for finance.
- Focus on an AI agent for Accounts Payable, applicable to other financial sectors.
2. Features of the AI Agent
- Utilizes generative AI and PDF reading on the Tess AI platform.
- Two main inputs: PDF document and desired information (invoice number, date, amount, etc.).
- Allows document validation and data extraction for spreadsheets.
3. Practical Example
- Demonstration using an invoice;
- Data extraction such as invoice number, issue date, amount, CNPJ, company name, and purchase order number.
- Use of the Tess AI V3 offline model for analysis.
4. Advantages of the Chat Format
- Interactivity allows for adjustments and refinements in the response.
- Example of transposing data to spreadsheet format.
5. Batch Processing
- Option 1: Consolidate multiple invoices into a single PDF (up to 75 invoices tested).
- Option 2: Integration with Zapier for automation.
6. Integration with Zapier
- Creation of a text template in Tess AI.
- Automated flow: new file in Google Drive > execution of template in Tess AI > data entry in spreadsheet.
- Practical demonstration of the automated flow.
7. Benefits
- Automation of document reading and spreadsheet filling.
- Automatic validation of compliance with company policies.
- Scalability and efficiency in processing financial documents.
8. Conclusion
- The system allows configuring automated flows to process new files, fill spreadsheets, and validate information according to company policies.
This method efficiently automates the Accounts Payable process, reducing manual errors and increasing productivity.
Link to the template
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