Glossary · AI & automation

Document extraction

Automatically reading documents such as invoices, forms, and statements to pull out structured values for review and use.

Document extraction combines text recognition with models that understand layout and meaning. It can turn a scanned invoice, tax form, or scale ticket into fields such as vendor, date, amount, and line items, ready to be checked and loaded into another system.

Accuracy varies with document quality and variety. Reliable systems show the source location of each value, flag low-confidence fields, and require confirmation before values are used for anything important. Measuring accuracy on the business's own documents is essential before relying on it.

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