Overview:

  • Learn what data is extracted from the invoice document using intelligent OCR.


Data extraction example in Ocerra including Purchase Order line matching and Item Codes (optional):Data extraction example in Ocerra AP Automation


Using intelligent OCR


Extracting data from the invoice document

Ocerra has a powerful, AI-driven OCR data extraction engine. It extracts all the key information from the invoice including:

*A supplier name is synced from your system and matched with the invoice layout. You can learn more about it here.


  • If you would like Ocerra to extract any other information from your supplier invoices, please let us know.


Coding invoices


Coding is part of the invoice data entry, however, this information is not on the invoice. Ocerra's AI can still assist you in coding this information before exporting to your system.


Using supplier default settings


The following coding data is pulled from the default supplier settings and auto-filled on each invoice:

  • Account/GL Code per line is defaulting from your supplier settings. You can update it before exporting.
  • Tax Rate per line is defaulting from your supplier settings. You can update it before exporting.
  • Currency code on the header level: 
    • It can be updated before exporting to your system.
    • It can be set up in Ocerra to auto-identify using OCR.
    • It can be set up to default from the supplier settings only.
  • Sub-account (if using) – learn more about it here.

Using purchase order information

A purchase order is the source of the truth. It contains all the coding information and when matched with the invoice, it will auto-code invoice lines with the following information:

  • GL Accounts including Accrual and Inventory accounts - depending on your integration.
  • Sub-accounts if enabled
  • Branches if enabled
  • Tracking Categories
  • Projects and projects tasks (jobs)
  • Unit of measure
  • Receipted information


If you need to extract more data from the invoice or Purchase Order, Please contact support.