Invoice Extraction for Analytics

Invoice Extraction for Analytics

Use Case Description

Large volumes of invoices are sent by different vendors from different region. And the data’s are in the form of PDF and its very time consuming job to extract the pdf data and create a dashboard for better visibility. So using UiPath & Document Understanding (ML), we can extract the useful data from the files which can help in spend management analytics, better visibility hence control on category spend and compliance check with contracted rates. The process is simple.

  1. Login to Reporting tool
  2. Apply filter by selecting Vendor Name, Region, & Fin Year
  3. Download the file as excel
  4. Login to ERP, loop the excel row one by one and extract invoices
  5. Pass the invoice to DU to extract the data
  6. If the extracted data not met the confidence score then send it to human to validate
  7. Then apply post processing the convert the data into standard excel format
  8. Upload it to Azure Blob Storage


Other information about the use case

Industry categories for this use case: Compliance, Customer Service, Finance, Healthcare Pharma, Manufacturing

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: SAP, Excel, Outlook, Qlikview

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

Hi @muthukumar.murugesan

Thank you for your submission.

Please see our remarks below to qualify for a certification discount voucher:

  • as per the rules of the contest, the description of the use case should be at least 100 words
  • the To-Be workflow should follow the sample here and be attached as an image under the AS-IS WORKFLOW, TO-BE WORKFLOW header
    It makes it accessible to everyone.

Please edit your post above with these changes :slight_smile:

Thanks for your feedback. its done