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WORKFLOW SPECIALIST / SCOPED PILOT

Invoice & receipt extraction

Turn varied documents into validated records.

Start with representative data

Invoice images, PDFs, and reviewed field annotations, covering representative suppliers and layouts.

Choose the smallest effective approach

Compare OCR plus a text model with a suitable vision model. Fine-tune only when it improves the measured task; validate schema and totals outside the model.

Evaluate on unseen cases

Field-level precision and recall, document-level completeness, schema validity, arithmetic checks, and human review time.

Define the boundary

Review low-confidence fields and unusual layouts. A small text-only model does not read raw images without an appropriate document-processing pipeline.

What the engagement delivers

An agreed baseline, data and model selection record, permitted checkpoint or adapter where training is justified, evaluation report, and a deployment recipe. Timeline, hardware, retention, and acceptance criteria are agreed during scoping.

Scope this workflow ↗