One path for every intake
Incoming invoices arrive as PDF, scan, photo or e-invoice. PaperOffice AI reads the formats in the same flow, including ZUGFeRD, XRechnung, Factur-X and PEPPOL. For ZUGFeRD and XRechnung the embedded XML is read as well.
Intake in PaperOffice AI is one of these paths:
- A file into a workspace: Add a document
- A store: How do I import data into workspaces?
- A mailbox: How do I connect a mailbox?
- A smartphone: Capture a document on a smartphone
The read result covers header data (supplier, VAT ID, IBAN, invoice number, date), line items and totals. A calculation check tests whether lines, tax rates and the total agree. Each field is stored with its location and confidence.
Set the fields up as an IDP agent: How do I create an IDP agent?. A missing required field goes to human review: A required field is missing: human review.
Approval and follow-up actions are a workflow agent: How do I create a workflow agent?.