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 ↗