AI Builder Invoice Processing quantities

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Posted on by Dudditz

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Hello,

We are interested in considering using AI Builder forms processing to process invoice/automation. Considering we process around 4000 invoices/month from different vendors, etc. I am curious if this is a realistic solution to even process half this quantity? From what I understand we would have to use a separate model for each invoice since these all look and feel different depending on the vendor. I have used 3rd party solutions in the past such as Abbey flexi capture and it was not a problem to even process as many as 10k different types of invoices after properly teaching the system the various invoice styles. What are model limits or a realistic quantity of different invoice templates one could consider process using AI Builder?

Any feedback in appreciated.

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JoeF-MSFT Microsoft Employee on at

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Hi @Dudditz,

Building an invoice processing solution with AI Builder is possible. In fact we just released a starter kit that provides a reference implementation on how to do it: https://powerapps.microsoft.com/en-us/blog/ai-builder-invoice-processing-automation-starter-kit-is-available-on-app-source/

Indeed today you will need to build a separate model for each invoice type, but we are working on supporting multiple form types within a single model, so stay tuned for this.

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v-yutliu-msft Microsoft Employee on at

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Hi @Dudditz ,

1)Q1:
For now, one ai bulider only supports one kind of invoice template.

You need to create multiple ai builder for multiple invoice templates.

The reason is:

You need to upload multiple docs with the same template to one ai builder model.

One ai builder model could only identify one template.

I've heard that the feather of identifying multiple templates in one model is coming soon. Let's look forward to it together.

2)Q2:
One ai builder form processing model needs at least 5 docs.

That means, you need to at least 5 docs of every template.

The docs requirements:

Only JPG, PNG, and PDF files are accepted.

JPG, PNG, or PDF format (text or scanned). Text-embedded PDFs are better, because there won't be any errors in character extraction and location.

If your PDFs are password-locked, you must remove the lock before submitting them.

The combined file size of the documents used for training must not exceed 50 MB and should not be more than 500 pages for PDF documents.

For images, dimensions must be between 530 x 100 and 4200 x 4200 pixels.

If scanned from paper documents, scans should be high-quality images.

Must use the Latin alphabet (English characters).

Here's a doc about form processing model for your reference:

https://docs.microsoft.com/en-us/ai-builder/form-processing-model-overview

Best regards,

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agorod01 6 on at

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Hi. I'm not sure the replies answered the core of the poster's question. I'm quite sure the current model can handle thousands of invoices per month. What's not clear is the number of different models that the process can handle. I understand you need to train a separate AI Builder model for each provider. You then detect the provider based on the sender e-mail, and choose the appropriate model. What happens when you have 100 different providers? Or more? How many models can the system realistically handle?

Also would appreciate recommendations to other AI Builder capabilities to automatically detect the provider based on the invoice image, and not depend on the specific e-mail sender.
Thanks!

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EW-05090928-0 77 on at

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Would love to see this comment answered...

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JoeF-MSFT Microsoft Employee on at

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Hi @ErnstWolthaus - thanks for reactivating this thread, there's been a number of updates to AI Builder since the original post! 🙂

AI Builder now has an Invoice Processing prebuilt model: which means that it is an AI model that you can use right away in Power Automate or Power Apps - no trainign required - and it will extract the most common fields found on invoices.

If you need additional data from the one extracted out of the box by the prebuilt, you can always train a custom Form Processing model. Now you can teach a single form processing model to extract data from documents with up to 200 different layouts (or vendors in the invoice case). This is possible by using a feature called collections.

Last, but not least, we also have a Document Automation toolkit that you can easily install in your Power Platform environment and it provides out of the box the ability to extract documents from email attachments, process them with a custom form processing or the prebuilt invoice processing model and review the data in a validation station.

I hope this helps! Feel free to ask any additional questions.

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