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AI Parsing

The AI Parsing module brings the capability of automated data extraction from unstructured documents (PDF invoices, receipts) using artificial intelligence to the CRM.

This module significantly speeds up the process of entering received invoices and other documents by automatically recognizing suppliers, dates, amounts, and items, and pre-filling them into CRM forms.

Key Features

  • 🚀 Automatic extraction from emails: Just send an invoice to a designated email.
  • 🧠 AI Analysis: Uses advanced models to understand document content.
  • ✅ User Review: Interface for convenient checking and correction of extracted data before saving.
  • 🔗 Intelligent Matching: Automatically finds or creates supplier records in CRM.

Who is this module for?

  • Accounting Department: To speed up expense recording.
  • Managers: For quick uploading of travel receipts.
  • Administrators: To automate business processes.

Documentation Content

  • Usage – How to upload documents and review results.
  • Administration – Installation and connection setup with Apertia.ai service.
  • Reference – Technical description of entities, states, and API.