You can try this flow by sending an email to sure you attach an invoice in PDF or JPG format). A picture is worth a thousand words, so here is a diagram of the flow as we built it: Test the Flow Inside the workflow itself, we’ll save the invoice to a document library SharePoint Online, call the Mindee’s Invoices API and populate additional, custom columns in the SharePoint library and. In the following example, we’ll automate the process from email delivery to storing the invoice data into an Excel Online spreadsheet. If your company is using Microsoft Office 365, this automation can be done using Microsoft’s Power Automate flows. Many of these steps can be automated, and with Mindee’s Invoices API, the most tedious part (the data entry into the payment system) can be automated as well. Then all the details must be entered into a spreadsheet (or another database) – all this before you actually *PAY* the invoice. In today’s digital age, many invoices arrive via email and must be rescued from your inbox for processing. Complete Invoice ProcessingĮxtracting the pertinent data from the invoice is a huge step in simplifying the processing of an invoice, but it is just one step in the required workflow. Simply following these instructions (and having access to an Office 365 account), any member of staff should be able to add this automation step to the invoice process.
There’s no need to pull one of your developers off a project to implement. Low Code/ No CodeĮven better, this process also can be considered a low code implementation. The process described below certainly removes a lot of process steps to the invoice process, so it is an RPA. By reducing the number of time employees have to do simple and repetitive tasks, the employees have more time for high-value work – increasing productivity and reducing human errors that might occur during the process. RPA is using computers and automation to streamline mundane tasks. By creating a ‘flow’ for your invoices you can build automation connecting different Office 365 services to automate your workflows. In this post, we’re going to extend the API further using Microsoft Power Automate. We realize that this is just part of the invoice ‘process’ at your company. We’ve blogged on how to use the Invoice API with Curl, NodeJS, and Python. In under a second, it returns a JSON response with the extracted elements along with coordinates of their visual location in the document and the confidence of our ML algorithm. Our RESTful API takes an image or PDF of an invoice and extracts all of the pertinent details of the invoice. Mindee’s invoice parsing API makes the extraction of invoice details quick and easy.
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