⏩ Content Summary:

With the Expense extraction by Pipefy app, you can automatically extract data from invoices. To do this:

Handling invoices requires extreme precision; they involve multiple business lines and individuals, and contain sensitive, important information that must be entered exactly, with no room for error.

With this challenge in mind, we've created the Expense extraction by Pipefy app, which operates with OCR (Optical Character Recognition) technology. You can now securely and automatically extract data from any type of invoice, reducing the risk of human error.

Moreover, by replacing manual document scanning with an automated process, you save your team valuable time and resources.

Video guide: https://somup.com/cZfFYHCNw3

If any of these benefits sound helpful to you, follow these steps to apply the app to a pipe:

1. Access the pipe, go to Tools, and click Apps.

2. Next, select Expense extraction by Pipefy.
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3. Click Enable to activate the app.

The app will now appear at the top of your pipe as Expense extraction by Pipefy.

🔔 Attention: The supported document types by the app are:

In file formats:

1. Click Expense extraction settings at the top of the pipe to begin setup.

2. The first step is to add an API token in the first field. Create a new token dedicated to the application and add it to the app setup. This configuration only needs to be done on the first access; your token will be saved in the app and will be used to update the data extracted from OCR by the backend.

3. Next, select the phase in which it should be triggered and the attachment field where the document will be available.
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4. The app will display whether the document reading was successful or if an error occurred; in the latter case, it will also show an error message.
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5. Select the data you would like to extract from the invoice to populate the fields in the phase. Note the separate sections that group data from expenses, vendors, receivers, and line items.
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​6. In Line items, you can select a pipe or database to record the expenses for each product.
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7. It's also possible to configure additional search keys within the 'Others' section of the file. The algorithm will perform a search using the provided key and retrieve the corresponding value found.

8. Finally, save by clicking Save and activate the app by clicking the button at the top of the configuration, as shown below:

There you go! After this setup, the app will be ready to read fiscal documents in the cards. Therefore, whenever a card enters the configured phase, the app will analyze the document and populate the data in the selected fields.

When opening the card, you'll be able to view the fields extracted from the document on the left side under "expense extraction". Columns for the data type, label, extracted value, and confidence in the value will be displayed.

Additionally, a table will be generated with the items from the receipt if there is more than one item, at the bottom of the page.

➡️ Request access to Expense extraction by Pipefy.

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