2️⃣ Store extracted invoice data in Dataverse, SharePoint, or a financial system (like Dynamics 365, SAP, or QuickBooks). Businesses that adopt AI-driven invoice automation will see cost savings, faster processing, and improved compliance. When the manual review fields text string is empty it means the invoice does not require any review.
Technical Setup
Fill-in the If Yes block of the condition as shown below. Then use this code to determine if the manual review fields text string is empty. Once the invoice has been reviewed by a human they set they manually set the Status to Completed. Use this code in the action’s Map field to build an array of field names. Go to SharePoint and create a new document library to store invoices named Vendor Invoices. By exploring these additional applications, you can unlock the ai invoice processing full potential of automation and AI to optimize various aspects of your business operations.
ChatGPT Memories : Making AI Smarter with Past Conversations
Platforms like Make.com serve as the central hub, connecting tools such as Notion, Google Drive, and Gmail to create a unified, hands-free process. This integration ensures that routine tasks like invoice generation and personalized fixed assets email communication are handled with precision and efficiency, reducing the need for manual intervention. Manual invoice processing is one of the most time-consuming tasks in finance and accounting. Extracting data from invoices, validating details, and updating records manually can lead to delays, errors, and inefficiencies. The Accounting department of a company receives vendor invoices and uploads them to a SharePoint document library.
Test The Invoice Data Extraction Flow
Now that we have the invoice’s file content we can use AI Builder’s pre-built invoices model to extract its details. Pre-built models do not require any training before using them in a flow. Add an AI Builder – Extract Information From Invoices action and load the File Content into the Invoice File field. We want to extract the invoice details Car Dealership Accounting when a file is uploaded to the document library.
Build a Financial Invoicing AI Assistant with Make for your business
The AI Builder – Extract Information From Invoices action outputs all of the invoice details. We want to take those details any apply them to the metadata of the invoice document in SharePoint. Create a SharePoint – Update File Properties action populate its fields as shown below. Include the corresponding Confidence Score fields to indicate accuracy. Once these tools are in place, you can begin building your automated invoicing system, customizing it to suit your business’s specific needs.
- The system is also scalable, capable of managing multiple clients and projects simultaneously.
- There is great potential here to drastically reduce manual data-entry.
- Use this code in the left-side of the logical comparison to target the Score field of the array.
- By processing client and project data, ChatGPT generates concise, professional email summaries that align with your business’s tone and style.
- In this article I will show you how to automatically extract invoices details using Power Automate & AI Builder.
- 2️⃣ Store extracted invoice data in Dataverse, SharePoint, or a financial system (like Dynamics 365, SAP, or QuickBooks).
- We want to take those details any apply them to the metadata of the invoice document in SharePoint.