AI-Powered Invoice Recognition – From Files to Smartsheet Rows
By MASA Consult GmbH
Automatically extract invoices with many details like vendor, amount, dates, and line items—without manual entry. Powered by Azure AI and integrated directly into Smartsheet.
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Accelerate Your Invoice Processing with Azure AI and Smartsheet
Manually entering invoice data is time-consuming and error-prone. With our AI-powered solution, you can ingest any invoice file from mailbox, OneDrive, SharePoint or from other sources and extract key fields—like vendor name, due date, amounts, and line items—into a structured Smartsheet grid. Hosted in your secure Microsoft environment, this solution keeps your data private while enabling faster reviews, approval tracking, and real-time reporting.
Trigger the automatization from a mailbox, OneDrive or SharePoint folder, and process the invoice through AI, resulting in precise extraction of data from invoices directly into a Smartsheet grid. Alternatively, invoices can be uploaded to Smartsheet using a form or drag-and-drop feature. The workflow can be customized based on the organization’s needs.
Extract essential data such as invoice number, dates, currency, vendor name, net amount, tax, total, and line items. All extracted information is mapped into Smartsheet columns—ready for validation and action. Even a complex invoice with many line items will be processed into child rows of the main record.
Each invoice becomes a clean, structured parent row in Smartsheet. Line items are listed in subrows as expandable details. Conditional formatting highlights low-confidence items, unexpected empty cells, or missing approvals at a glance for effective and quick human review.
Track all incoming invoices in real time with Smartsheet dashboards. Visualize accounts payable data, monitor weekly outgoing payments, and generate custom reports tailored to your finance workflows—all with full transparency and control.