Incoming invoices or packing slips need to become structured data

For PDFs and scans, OCR plus extraction is standard. Microsoft Form Recognizer (Azure AI Document Intelligence), Google Document AI, or open-source like Donut work fine for SMB volumes.

Try this first

1. 1Inventory document types: invoice, receipt, packing slip, contract. Build a separate extraction or train a custom model per type.
2. 2Start with a prebuilt model (Form Recognizer 'invoice', Document AI 'invoice processor'). Often 80% out-of-the-box for standard NL invoices.
3. 3Add a validation step: VAT equals net + rate, supplier id matches CRM, date is valid. Without validation, accounting inherits errors.
4. 4For low-confidence cases: place in a review queue with PDF and extracted fields side by side. A human corrects in 30 seconds.
5. 5Feed corrections back into your training set. After a few hundred corrections a custom model handles almost everything alone.

None of the above fits?

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