Extract Specific Data from Invoices,,,,,

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I have a set of invoices in PDF format, and i need to extract specific information such as Invoice Number, Date, Vendor, and Total Amount. How would set up a Document Understanding process in UiPath,

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Hi @gantamohan502

Please check below video

Regards,

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@gantamohan502

Steps:

  • Use the “Document Understanding” framework.
  • Use the “Digitize Document” activity to convert PDF invoices to text.
  • Use “Classify Document Scope” to classify different types of documents.
  • Use “Data Extraction Scope” with pre-trained models or custom templates to extract specific fields (e.g., Invoice Number, Date, Total Amount).
  • Use “Present Validation Station” to allow human validation if needed.
  • Use the extracted data for further processing, such as entering into an ERP system or generating reports.
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