We use UiPath Document Understanding to extract data from invoices so that the data can be entered into SAP applications. We often receive multiple invoices in different formats. To use UiPath Document Understanding, we need to train the document. This means that we need to provide a sample template that the robot can use to learn how to read the invoices and extract the desired data. The labels in the fields are important, as they tell the robot what information to extract.
For example, the invoice number, seller's address, quantity, and any other required information. The table of line items also needs to be extracted. We define the fields from which we need to extract data. We use the form-based extractor or machine learning extractor to extract the data. We export the extracted data to an Excel file. This allows us to collect all of the data from multiple invoices in a single location. We can also implement a validation step to ensure that the robot has extracted the data correctly. This can be done easily by using the human in the loop to manually review the extracted data before it is entered into SAP applications.
Our organization has many invoices of varying formats. To simplify the process, we implemented UiPath Document Understanding to extract the required data from all the unstructured invoices and import it into a single, structured Excel sheet.
Using the different endpoints and machine learning, we can extract data in different formats including handwriting and signatures.
UiPath Document Understanding's machine-learning capabilities are good. We use it to extract the information we need from documents of any format, and then align it with the corresponding table.
We easily integrated UiPath Document Understanding with UiPath Studio by connecting the data flow from the different applications to extract the necessary records.
We have so many invoices that UiPath Document Understanding helps us classify them. The document is first classified into a type of document, such as an invoice or a resume. This segregation of data allows us to send the invoice templates to our folder and extract the data and all the details without having to read them one by one.
With UiPath Document Understanding, less and less human validation is required over time. Each time we run the process, we can select from an option for attended or unattended automation. The other option is to use the confidence score to determine whether human validation is required.
The handling time before automation for one PDF document was five minutes and now with automation, it is one to two minutes.
UiPath Document Understanding helps to reduce human error by removing the fatigue factor and by continuing to run after hours without breaks.
There are many features that can be added to the action center to keep humans in the loop to evaluate the accuracy of the extracted data. We can also set a confidence score threshold, such that if the confidence score is greater than 80 percent, we can take a certain action. Otherwise, we need to manually correct the problem in the action center.
UiPath Document Understanding could be more user-friendly. There are so many endpoints, and entering the API is also a manual task. Currently, it is a long and complicated process with many steps. If we remove all of those steps and use the ChatGPT or OpenAI library, we can start using the solution with fewer steps.
I have been using UiPath Document Understanding for six months.
UiPath Document Understanding is stable.
UiPath Document Understanding can be scaled for multiple invoices.
The deployment was straightforward and required a few days.
I would rate UiPath Document Understanding eight out of ten.
We are processing around 12 documents using UiPath Document Understanding. The documents are in PDF format.
We have four members using the solution.