Smart line item extraction enables you to correct invoice lines extraction and annotation, enhancing Perk AI’s extraction model to learn by example to enhance efficiency and accuracy.
With smart line item extraction, select the correctly extracted line items (which had been correctly extracted or manually filled in) and then trigger Perk AI to learn from this scenario. Perk AI then follows the example to extract the remaining lines.
Smart line item extraction is explicitly applied to these fields:
- Description
- Quantity
- Unit
- Price
- Tax percentage
- Tax
- Net
- Gross
Only values for these fields can be overwritten when line item data is retrieved by Perk smart line item extraction. All the other fields are not impacted by smart line item extraction.
Triggering smart line item extraction
To trigger Perk AI to take specific line items as an example for extracting the remaining line items, select the lines that you have manually corrected and then click Smart extract. Perk AI re-extracts the line items based on the example.
You can trigger smart line item extraction as many times as you need and manually correct the extracted data to improve the performance in the next steps.
For example, if you fill in the data for one line item, then select that line item and trigger smart line extract, the remaining line items are extracted. However, you find that not everything is correct. You can manually fill in data for three additional line items, and trigger smart line item extraction again based on the improved data.
The Perk AI model also learns from previously extracted invoices to improve the accuracy of the future extraction, so that you don’t have to re-trigger the extraction manually every time you receive invoices from the same supplier.
Resetting smart line item extraction
You can undo the changes made by smart line item extraction where the Perk AI model fails to deliver the expected results for any reason. To do so, close the invoice without saving it. Once re-opened, the original data is available.