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We have an requirement that we have invoices with different formats from different vendors, we need to extract data from those format using AI builder. There are more than 50 vendors each were maintaining there own formats for invoices. Which is the best way to achieve this requirement? Any suggestion?
Hi,
First option, in the short term, is to install the Ai Builder invoice processing starter kit https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.aibuilder_invoiceprocessing_starterkit. You would build 1 model per vendor. Then you will use the provider feature part of the starter kit allowing to associate a sender email to a given model and perform the orchestration logic.
Second option is to wait until end of October, we are preparing a new feature allowing to declare up to 100 different layouts in a single model. You would declare the taxonomy of fields you want to extract. Then you would train the model with at least 5 samples of each vendor.
The last option is to wait until the end of the year when we will release a prebuilt invoice processing model which should be able to extract common fields out of any invoice without need to train it upfront.
Hope this helps.
Thanks for that very informative response. Are there any feature specs or other prelim resources available for options 2) and 3)?
This is currently under development so we can't share anything yet.
Under review
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