Receipt and Invoice Recognition Assistant

For finance, administration and payment-reconciliation staff, this workbench brings invoices and bank evidence into one review process. Each pass can take one invoice image and one bank document, or start with known information entered manually. Each type produces its own result card to retain the corresponding source, supporting the path from receiving evidence to checking information and passing it to the next person.

Preserve confirmed information

• Fields to organise: Fields include transfer date, recipient bank, invoice number, resident name, customer number, phone number and amount.
• Manual entries first: Manual entries take priority, with recognition filling only blank fields so confirmed information is not overwritten. Staff can complete information manually when a document is difficult to read, and manual-only input can also produce a card for review.

Check and confirm the amounts

1. Compare results: When both image types are supplied, the workbench compares the amounts in their results and indicates a match, a mismatch or a missing amount on one side.
2. Check the source images: This flags what needs attention; staff must still inspect the images and fields to establish whether the documents relate to the same transaction.
3. Confirm the final amount: Cards remain editable and include a separate final amount for accounting confirmation.

Collect and share reviewed results

After one set, clear the input to prepare the next document while accumulating earlier processing results on the page for a final review. Cards can be deleted, and reviewed content copied as structured information. For recognized documents with retained records, when email sending is available, recipients and a subject can be entered to pass the current reviewed results to the next handler. The page reports the sending outcome.

The value lies in keeping images, extracted information, manual corrections and distribution around the same evidence, reducing repeated transcription and making amount discrepancies visible. The current workflow handles one invoice image and one bank-evidence image per pass; it does not promise automatic review of a batch of multi-page documents. Recognition and amount comparison assist organisation, while original documents and human financial checks remain decisive.