Ayush Lahoti
Back to Automations
FintechOCR

Invoice Processing Pipeline

Extracts line items from varied invoice PDFs using OCR/LLMs and automatically reconciles them with accounting software.

Impact Summary

Manual Data Entry

Finance teams manually key in invoice line items from dozens of PDF formats daily, leading to errors, delays, and reconciliation nightmares.

An OCR + LLM pipeline that reads any invoice format, extracts structured line items, and auto-reconciles them with accounting software.

100%

Data extraction

Fully automated

Processing

How the workflow runs end to end

From raw data to booked meetings in 4 autonomous steps

1

Invoice Ingestion

Accepts invoices via email, upload, or shared drive.

2

OCR Extraction

Converts PDF/image invoices to structured text using OCR.

3

LLM Parsing

AI extracts line items, amounts, tax, and vendor details.

4

Reconciliation

Matches extracted data against accounting software entries.

Before vs After

MANUAL

The Old Way

  • Manual invoice keying
  • Format inconsistencies
  • Reconciliation errors
  • Hours of daily data entry
AUTOMATED

The Automated Way

  • 100% automated extraction
  • Any format supported
  • Auto-reconciliation
  • Zero manual data entry

Under the
hood

Built with modern, scalable low-code tools and enterprise-grade APIs to ensure reliability and speed.

Tesseract OCROpenAI GPT-4PythonQuickBooks API
Data Sources
n8n CoreEnrichment Loop
CRM / Outreach