Automatic Templating

When a PDF is first uploaded to Invoice Automation the file will be checked to see if an existing template for this vendor can be used. If a suitable template is not found the system will utilize AI to understand the document and content and generate a new template. The template generation accuracy will vary and must be reviewed. It may be correct or may require revisions to correctly recognize all the needed data.

If a template can not be sucessfully created from the uploaded file the file will be left in the Failed Status.

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AI Template Generation may not always get things right, be sure to carefully check the the resulting template to ensure its accuracy.