Automate Invoice Processing with AI in Power Apps and Power Automate

Table of Contents

1. Introduction
2. Building a PowerApps Power Automate Solution
3. Using AI Builder for Invoice Processing
4. Capturing Invoices with PowerApps
5. Processing Invoices with Power Automate
6. Reviewing and Editing Extracted Data
7. Validating and Zooming In on Invoices
8. Examples of Successful Invoice Processing
9. Troubleshooting Difficult Invoices
10. Creating a Full Business Solution with AI Builder, PowerApps, and Power Automate

Building a PowerApps Power Automate Solution for AI Builder Invoice Processing

In today's article, we're going to explore the world of AI Builder invoice processing. We'll guide You through the steps of building a complete PowerApps Power Automate solution for capturing and processing invoices, including extracting data and editing it as needed. This exciting feature allows you to leverage pre-built AI models to automate your invoice processing workflows.

Introduction

AI Builder has revolutionized the way we handle invoice processing. With its pre-built models, we can automate the extraction of data from invoices, saving time and reducing errors. In this article, we'll walk you through the process of creating a PowerApps solution that captures invoices, uses AI Builder to extract data, and allows for easy editing and validation. We'll also discuss the benefits of using AI Builder for invoice processing and address common challenges users may face. So, let's dive in and explore the power of AI Builder in invoice processing!

Building a PowerApps Power Automate Solution

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.

Using AI Builder for Invoice Processing

AI Builder is at the Core of our invoice processing solution. It provides pre-built models that can extract Relevant information from invoices, such as vendor names, invoice numbers, invoice totals, and more. With AI Builder, we can harness the power of artificial intelligence to automate tasks that were once time-consuming and error-prone. In our solution, AI Builder will be used to extract data from the invoice images captured by the PowerApp.

Capturing Invoices with PowerApps

With our PowerApp, users can easily capture invoices by taking a picture with their phone or uploading an existing image. The app's interface will guide them through the process, allowing them to review and submit their captured invoices. This simple yet powerful feature streamlines the invoice capture process and ensures that all relevant information is captured accurately.

Processing Invoices with Power Automate

Once an invoice is captured, it is sent to Power Automate for processing. The Power Automate flow we've set up will trigger when a file is created in a specific folder in SharePoint. The flow will then use AI Builder to extract information from the invoice image and create a parent Record in SharePoint for the invoice. Additionally, it will Create child records for each line item present in the invoice.

Reviewing and Editing Extracted Data

After the invoice data has been extracted, users can review and edit the extracted information in a PowerApp. This allows users to validate the accuracy of the data and make any necessary changes. The PowerApp includes features like zooming in on the invoice image for better visibility, making it easier to review and validate the extracted data.

Validating and Zooming In on Invoices

Validating the accuracy of the extracted data is an essential step in the invoice processing workflow. While AI Builder does a great job, it's important to have a Second set of eyes to review and confirm the data. Our PowerApp allows users to zoom in on the invoice image, making it easier to validate the extracted information, even in cases where the image quality is less than optimal.

Examples of Successful Invoice Processing

To demonstrate the capabilities of our AI Builder invoice processing solution, we'll showcase several examples of successful invoice processing. From handwritten invoices to Typed ones, we'll explore how AI Builder can accurately extract data from a variety of invoice formats. We'll also highlight scenarios where AI Builder performs exceptionally well and showcase instances where manual editing may be required.

Troubleshooting Difficult Invoices

While AI Builder excels at extracting data from invoices, there are instances where certain challenges may arise. In this section, we'll discuss common issues that users may encounter when processing invoices and provide tips and strategies for troubleshooting. 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.

Creating a Full Business Solution with AI Builder, PowerApps, and Power Automate

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. We'll discuss how these tools can be integrated with other systems and processes to automate end-to-end invoice processing workflows. From capturing invoices to generating reports and integrating with accounting systems, we'll showcase the true power of these technologies when used together.

Highlights

• AI Builder revolutionizes invoice processing by automating Data Extraction.
• PowerApps and Power Automate are used to capture, process, and validate invoices.
• AI Builder's pre-built models extract data such as vendor names and invoice totals.
• Captured invoices are sent to Power Automate for AI-Based data extraction.
• Users can review, validate, and edit extracted data in a PowerApp interface.
• Troubleshooting tips are provided for challenging invoice processing scenarios.
• AI Builder, PowerApps, and Power Automate can be combined for a complete invoice processing solution.

FAQ

Q: How does AI Builder simplify invoice processing? A: AI Builder provides pre-built models that can extract relevant information from invoices, eliminating the need for manual data entry.

Q: Can AI Builder handle invoices with complex formatting? A: While AI Builder performs well with a variety of invoice formats, invoices with complex formatting may require additional validation and editing.

Q: Are PowerApps and Power Automate required for invoice processing with AI Builder? A: Yes, PowerApps and Power Automate are used to capture and process invoices, integrate with AI Builder, and create a complete invoice processing solution.

Q: Can PowerApps and Power Automate integrate with other systems and processes? A: Yes, PowerApps and Power Automate can be integrated with other systems and processes to automate end-to-end invoice processing workflows.

Q: Is AI Builder suitable for processing large volumes of invoices? A: AI Builder can handle high volumes of invoices, but additional AI Builder capacity may be required for large-scale processing.