Question 1

What is the OCR/data extraction accuracy rate?

Accepted Answer

Our OCR/data extraction accuracy has averaged above 95% to date. Invoices that fall below that threshold are reviewed, and where appropriate, we tune the extraction rules to improve accuracy on future documents from that vendor or format.

Question 2

How are extraction errors corrected?

Accepted Answer

Each field required for invoice processing and PO/AP matching is editable by the user if the processor is unable to read a value or reads it incorrectly. For repeated issues involving the same vendor or field, we can tune that vendor’s ruleset to improve handling for future documents.

Question 3

How to proceed with invoices downloaded from the portals?

Accepted Answer

Vendors that provide portal access frequently also offer one or more structured delivery options—API, SFTP, Email-to-Portal, or EDI. ClearPath IQ fully supports all of these channels.For invoices that remain available only through a vendor portal:We process PDFs and image files exactly as described in the standard document pipeline.Users can download the invoice from the portal and upload it via the Upload Invoice button, orForward/email the invoice (or the portal notification containing the attachment) to the designated AP inbox for normal automated processing.Important: The system does not automatically log into vendor portals, click through portal emails, or download invoices from portal links as part of standard processing. Portal retrieval remains a manual or vendor-initiated step; once the document reaches ClearPath IQ (via upload or email), it follows the normal extraction, validation, and ERP routing flow. If this is a requirement, we can work with your team to provide an eloquent solution.

Frequently Asked Questions