Automate Invoice Processing with AI in Power Apps and Power Automate

Hi, I am in document processing for more than 30 years with several products. You should change the SharePoint field type of invoice number to text only. Using AI Builder to extract data in Power Platform, this model identifies key fields such as invoice numbers, dates, amounts, and vendor information, regardless of the invoice format. AI Builder is a Microsoft Power Platform capability that provides AI models designed to enhance business applications without the need for extensive https://dev-sirim.pantheonsite.io/direct-vs-indirect-method-understanding-cash-flow/ coding knowledge. By integrating AI Builder into applications like PowerApps and Power Automate, businesses can automate complex processes and make data-driven decisions more efficiently.

Capturing Invoices with PowerApps

Once the AI model has been successfully trained, we can proceed to publish it. Publishing the AI model makes it available for use in other applications, such as Power Automate and Power Apps. We can use the published AI model to process the invoice documents and extract the required information. The AI Builder – Extract Information From Invoices action outputs all of the invoice details.

Step 3: Validate and Process Invoice Data

We want to take those details any apply them to the metadata of the invoice document in SharePoint. Create a SharePoint – Update File Properties action populate its fields as shown below. Include the corresponding Confidence Score fields to indicate accuracy. The Accounting department of a company receives vendor invoices and uploads them to a SharePoint document library. Once the invoice is uploaded AI Builder extracts the invoice details such as Invoice Number, Invoice Date, Vendor Name & Invoice Total and writes them to the file’s metadata in SharePoint.

Step-by-Step: Automating Invoice Processing with AI Builder

Businesses that adopt AI-driven invoice automation will see cost savings, faster processing, and improved compliance. Peafowl IT Solutions simplifies automation with smart strategies for handling multi-page invoices and reducing AI Builder credit usage. Our tailored Power Platform integrations help you get the most out of tools like QuickBooks and Adobe. We can also eliminate supporting documents with this process, which will save your AI builder credit cost $$ which is not utilized https://www.bookstime.com/articles/bookkeeping-tips on the supporting document.

• To see the full set of data extracted, review the flow action outputs below.
• The app will then use Power Automate to save the image to SharePoint.
• Write this expression to create the comma-separated text string of field names.
• Any invoices having a field with a low confidence score (less than 75%) must be tagged for manual review.
• If you have any questions or feedback about Extract Invoice Details With Power Automate And AI Builder please leave a message in the comments section below.
• First, the model will ask us if the documents to be processed by the OCR component of the model are structured, that is, if they have a fixed structure, such as a company invoice model, or not.
• This allows users to validate the accuracy of the data and make any necessary changes.

Extract Invoice Details With Power Automate And AI Builder

• 1️⃣ Open Power Apps and navigate to AI Builder.2️⃣ Select “Invoice Processing” under prebuilt AI models.3️⃣ Click Use in Power Automate to start building an invoice automation workflow.
• The Accounting department of a company receives vendor invoices and uploads them to a SharePoint document library.
• The PowerApp includes features like zooming in on the invoice image for better visibility, making it easier to review and validate the extracted data.
• After the invoice data has been extracted, users can review and edit the extracted information in a PowerApp.
• We can also eliminate supporting documents with this process, which will save your AI builder credit cost $$ which is not utilized on the supporting document.
• The main benefit of using this function is clear, it will allow us to do more with less.

Upload an invoice file (PDF, image, or other supported format). Once the prompt is tested and working correctly, we’ll use it inside Power Automate to extract data from uploaded invoices. First, the model will ask us if the documents to be processed by the OCR component of ai invoice processing the model are structured, that is, if they have a fixed structure, such as a company invoice model, or not. We are all familiar with situations in which we or a third person spend part of their time processing data from one medium to another or from one information system to another. However, by using the AI ​​Builder feature, we will be able to improve the efficiency of this process and therefore the productivity of our employees.

This exciting feature allows you to leverage pre-built AI models to automate your invoice processing workflows. To kick things off, we’ll start by building a PowerApps Power Automate solution for capturing and processing invoices. This solution will leverage AI Builder to extract data from invoices and automate the entire process. We’ll begin by creating a simple PowerApp that allows users to take a picture of an invoice and submit it for processing. The app will then use Power Automate to save the image to SharePoint.

• We’re thrilled to share that AI Builder’s latest capabilities allowing automated custom invoice processing and the extraction of dates and numerical field types from documents, are generally available.
• From dealing with invoices with complex formatting to addressing issues with low-quality images, we’ll equip you with the knowledge to overcome potential obstacles.
• In the final section of this article, we’ll explore how AI Builder, PowerApps, and Power Automate can be combined to create a comprehensive business solution.
• This solution will leverage AI Builder to extract data from invoices and automate the entire process.
• By using artificial intelligence, businesses can run their operations smoothly while reducing mistakes, hence increasing efficiency in general.

Now using Adobe connection on the PowerAutomate we will break this multi-page invoice into the individual invoice and save it. The main benefit of using this function is clear, it will allow us to do more with less. When creating this Invoice Processing model, AI Builder will present us with a wizard that will guide us in generating it. Next, the AI ​​Builder itself will show us how the selected model works. Yes, I will make a note to update the article later this week with the Brour Sample invoice.

TLDR: Microsoft Power Platform 2025 Release Wave 2

Before building the flow, I created a SharePoint Document Library called Invoices, where all invoice files will be uploaded. At this point, we must provide the model with a set of documents so that the model can be trained, identifying the format of the documents and detecting the information that we want to extract. AI Builder is a feature of the Microsoft Power Platform that helps us automate processes and predict outcomes using pre-built Artificial Intelligence models. That is, users can implement the capabilities of such models without having to write code.

This is an amazing article and has helped me get my invoice extraction working perfectly, HOWEVER I am keen to see if anyone has gotten things adapted to handle credits / credit notes in addition to invoices? Go to SharePoint and create a new document library to store invoices named Vendor Invoices. 2️⃣ Store extracted invoice data in Dataverse, SharePoint, or a financial system (like Dynamics 365, SAP, or QuickBooks). These are only a few instances and the possibilities depend on your specificities and data. You can automate tasks, increase data accuracy, and get insights from financial information by using AI Builder’s power in harmony with your existing QuickBooks data. In this example, we’re going to assume that our supplier’s invoice model will be the same with all invoices that the AI ​​Builder model will process.