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Prebuilt invoice processing model vs. a custom model?

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Posted on by ford_sopris

Good morning, I'm trying to get a flow setup to process vendor invoices and the prebuilt model seems to work for the majority of the invoices my client has sent me. There are one or two vendor invoices that are NOT being recognized very well so I am going to build a custom model. How do you handle getting the flow to run the PDF through the custom model vs. the prebuilt one?

Right now, the vendor emails the PDF to a shared mailbox then it gets processed by AI Builder. I was thinking that maybe I can filter by email address but that might be problematic since it might coming from a different person every now and then.

Any thoughts?

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JoeF-MSFT Microsoft Employee on at

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Hi @ford_wilkinson - great to have you back on the AI Builder forum! 🙂

Filtering by email address is a good approach. Would checking the domain of the email address be good enough? ford@contoso.com? If so, I'd recommend this approach.

We have documented other approaches here as well: https://docs.microsoft.com/en-us/ai-builder/prebuilt-invoice-processing#use-a-custom-document-processing-model-to-extract-additional-fields-that-arent-returned-by-the-invoice-processing-prebuilt-model

I hope this helps!

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ford_sopris 94 on at

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Thanks for the info. The issue with using the email is that I think the domain might be the same. The invoices are sent to the warehouse (or other people), they check it then forward it to the mailbox. Not sure why.. Anyways, the pre-built model seems to work pretty good except for one vendor. Quick question, on the custom trained models, is the "Collection Confidence Score" output the overall confidence of what was recognized? If so, I don't think there is one for the pre-built model?

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JoeF-MSFT Microsoft Employee on at

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Hi @ford_wilkinson - correct, "Collection Confidence Score" is available only for custom models at this point.

Here's something else you might want to try. We'll be releasing an improved version of the invoice prebuilt by the end of September. Today this improved version is available only in Power Platform environments where the region is set to Norway. You might want to create a trial environment in Norway and try that vendor. If you do, I'd love to hear if you see better results.

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ford_sopris 94 on at

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I might give that a whirl. What was updated in it or is it just a more accurate model for more invoice formats?

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JoeF-MSFT Microsoft Employee on at

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Fair question, here's what's news:

More accurate model for mode invoice formats

Support for invoices in Spanish, French, German, Portuguese, Italian and Dutch

(In October) Support for three additional fields:

Customer tax id

Vendor tax id

Payment terms

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