Frequently Asked Questions
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.
• Scanned images - jpeg, gif, pdf, tiff (scanned).
Yes. The solution can process scanned documents, including PDFs and common image formats. Scan quality will impact extraction accuracy, especially with low-resolution scans, copies of copies, skewed pages, or poor contrast, but these documents are generally handled the same way as other invoice files.
• Multi-page invoices.
Yes. Multi-page invoices are supported. We also provide automatic splitting functionality when multiple invoices are included within a single PDF document.
• Credit notes.
Yes. Credit notes can be processed. Credit notes related to returns or RMAs for direct materials may require additional setup because each customer’s configuration can vary. We currently support credit notes for non-PO invoices for one client, while that client has chosen to continue handling RMA-related credit returns manually for now.• Foreign-language invoices.
Our processor can read several languages. We have not currently included full document translation within the standard scope, as the primary focus is invoice data extraction and processing. Translation can be reviewed separately if it becomes a defined requirement.
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.
We can process PDFs and image files as described above. Users can upload portal-downloaded invoices using the Upload Invoice button, or they can email the invoice to the AP inbox for normal processing. The system does not automatically log into vendor portals, click through emails, or download invoices from portal links as part of standard processing.