Invoice OCR
Beyond OCR — turn invoices into structured accounting data your team can review with confidence. Extract key fields, send uncertainty to review, and keep every number traceable to the source document.
Receipt OCR
Receipt OCR is most useful when it becomes structured, reviewable data. Bookkeeping AI handles common accounting documents (invoices, receipts, bills, credit notes), extracts the fields that matter, and keeps the original file (image or PDF) attached for verification.
Process common formats: photos, scans, and PDFs. Keep everything in one review queue so documents don’t get lost across email threads and folders.
Capture details such as vendor, date, invoice number, totals, tax amounts, and payment terms — so bookkeeping entries start from clean inputs.
Classic OCR turns images into text. Document understanding goes further: it identifies the right fields in context, keeps the source document attached, and supports a clean review workflow.
OCR Invoice Processing
Uploading is just step one. A solid intake workflow keeps the process consistent: documents arrive, fields are extracted, exceptions go to review, and drafts move forward with clear next steps.
Capture a receipt or invoice when you receive it, not weeks later. The item lands in the same review queue as everything else.
Forward attachments from a shared inbox — or send documents via WhatsApp/chat — to keep intake simple for the whole team, while maintaining a single workflow for review and approvals.
Bring in a batch of documents and review them efficiently. Useful for catch‑up work or when you’re rolling out a new workflow.
No matter how documents arrive, the steps stay consistent: extract → validate → review exceptions → create drafts. That consistency is what keeps books cleaner.
OCR Invoice Scanning
OCR invoice scanning isn’t set‑and‑forget. Scan quality varies, layouts differ, and some fields are ambiguous. That’s why Bookkeeping AI is built for review: confidence signals, practical validations, and fast corrections — so accuracy improves without slowing your team down.
See which fields are clear and which need attention, so you review only what’s uncertain.
Catch common issues like missing totals or mismatched tax fields before drafts are created.
Approve, edit, or request clarification quickly, with the source document visible alongside extracted fields.
Your corrections help the workflow improve over time, especially for recurring vendors and repeated layouts.
Invoice Line Item OCR
Line‑item extraction is where invoice capture becomes especially useful for accounting workflows. Instead of a single total, you can capture item‑level details (when available) and turn documents into structured drafts — ready for review and posting.
Create draft expenses from receipts and bills with the core fields prefilled — so review is faster and consistency improves.
Turn incoming documents into reviewable drafts that your team can approve, correct, and keep linked to the original file.
Extract line descriptions, quantities, and prices when available — so you can allocate costs with more detail when your workflow needs it.
When your workflow needs it, convert extracted data into structured entries that your accounting team can review before posting.
Extraction improves as Bookkeeping AI learns your real patterns: recurring vendors, repeated invoice layouts, and your coding conventions. Your corrections feed back into the workflow, so routine intake becomes smoother over time.
Recognize repeated layouts and keep extraction consistent across invoices from the same supplier.
Identify repeat purchases and recurring charges so review becomes lighter and categorization stays consistent.
Your team's approvals and edits become part of the workflow, helping future intake follow the same standards.
Invoice capture becomes valuable when it stays connected to the workflow. When documents are structured and attached to the right activity, reconciliation is easier and reporting becomes more trustworthy — because the supporting evidence is already organized.
Match documents to transactions with stronger context. That reduces "mystery items" and makes exceptions easier to resolve.
When documents are captured early and reviewed consistently, reporting becomes less about fixing data and more about using it confidently.
Start with invoice OCR designed for accounting work: structured extraction, review when needed, and documents that stay connected to your workflow. We can help you set up an intake process your team can maintain.