Blog · SMEs

How to automate invoice and delivery note entry with OCR

With OCR (optical character recognition) and artificial intelligence, a system can read a supplier invoice, a delivery note, or any other document, whether a PDF or a photo, and extract the key data: supplier, CUIT (Argentine tax ID number), document number, date, amounts, VAT, and products. That data is automatically entered into the business management or accounting system, and a person only reviews the questionable cases.

By LogTech® Software & Soluciones Tecnológicas · 3 min read

What task it replaces

In many companies, someone receives invoices by email, by WhatsApp, or on paper, and types them in one by one. It is a slow, repetitive task with room for error: a single wrongly entered number can lead to an incorrect payment or a tax problem.

How it works, step by step

  1. 01

    Receipt

    Documents arrive at a designated email address or folder, or are uploaded from a phone.

  2. 02

    Reading

    The system recognizes the text and identifies the type of document.

  3. 03

    Extraction

    It identifies the data: issuer, CUIT, document type and number, date, amounts, VAT rates, and line items.

  4. 04

    Validation

    It checks that the data is consistent: that the amounts add up, that the CUIT exists in the supplier database, and that the document has not been entered twice.

  5. 05

    Entry

    It records the information in the business management or accounting system.

  6. 06

    Review

    Anything that fails validation is flagged for a person to review.

Which documents can be processed

What you gain beyond time

What it takes to implement it

Frequently asked questions

Short answers to the most common questions on this topic.

Does it work with photos taken on a phone?

Yes, as long as the document is clearly legible. Digital PDFs give the best results.

Do I need to change my accounting system?

No. Automatic reading can be integrated with the system you already use.

What happens if the system does not recognize a piece of data?

It flags it for review. No questionable data is entered without a check.

More articles

How we work at LogTech®

At LogTech® Software & Soluciones Tecnológicas we develop OCR and artificial intelligence automations to read invoices, delivery notes, and other documents, and we integrate them with the business management system, accounting system, or ERP your company already uses.

Hablemos de tu proyecto

¿Listo para automatizar tu futuro?