AI Invoice Processing

Across industries like finance, retail, and manufacturing, invoice processing remains one of the most repetitive and error-prone tasks. Teams spend hours manually reviewing documents that vary in format and structure (e.g., PDFs, scans, spreadsheets, image files) trying to extract and validate the information they need. This inefficient process takes up valuable time and can lead to delayed payments. The impact of late invoice handling can be significant, from missed deadlines to damaged vendor relationships.

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Recursive’s Invoice Processing Agent automates the entire invoice processing workflow using advanced OCR (optical character recognition) capabilities of the latest multimodal LLMs and customizable logic to ‘read’ invoices, tailored to your specific business rules. What once took hours can now be done in seconds, with far fewer errors and minimal manual intervention.

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How it works

1. Upload invoices
   Users upload invoices in any format, including PDFs, images, or Excel sheets.
   
   
2. Define validation rules
   Users can specify rules such as required fields, date formats, or acceptable numerical ranges. If your company uses consistent layouts and validation criteria, these can be built directly into the solution for faster and more reliable automation.
   
   
3. Automated data extraction and validation
   The system processes each document, extracts key information such as dates, totals, and vendor names, and checks the results for consistency and accuracy based on the predefined rules. Any inconsistencies are flagged for quick human review.
   
   
4. Chat-based interaction
   Users can also interact with the document through a built-in chatbot by asking questions in natural language, such as “What is the total amount due,” to instantly retrieve specific information.
   
   
5. Structured output and integration
   Once validated, the final data is delivered in a structured format (e.g., JSON) and can be seamlessly integrated into your existing accounting, ERP, or business systems.
   

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Highlights

• Processes invoices in seconds (~10 seconds for a one-page document, ~20 seconds for a six-page document)
  
  
• Supports multiple document formats, including PDFs, Excel files, and images
  
  
• Can be integrated with existing financial and ERP systems
  
  
• Customizable validation rules tailored to your business needs
  
  
• Natural-language chatbot for instant document interaction
  
  
• Reduces manual review and improves data accuracy