Vyťažovanie dokladov
Document Extraction (AI data extraction from documents)
Automated reading of invoices, orders, delivery notes and other documents using OCR and AI — extracting data without manual re-keying.
What is Document Extraction?
Document Extraction (also called Intelligent Document Processing, IDP) is the process of automatically reading and extracting structured data from unstructured documents — most commonly PDF invoices received by email, scanned delivery notes, and paper receipts. It combines OCR to convert images to text and AI models to understand layout and extract specific fields — company registration numbers, amounts, due dates, reference numbers, and line items.
While classic OCR merely “reads” the text in an image, modern AI document extraction also understands the meaning of text — it can distinguish that the number 123456789 on an invoice is a company registration number and not a VAT number, or that the amount next to “Total due” is the final sum, not a sub-total.
A typical modern pipeline:
- Receipt — an email inbox dedicated to incoming invoices
- OCR layer — conversion of PDF to text
- AI extraction — an LLM identifies fields according to a template
- Validation — verification of company numbers against registries, VAT calculation, duplicate check
- Posting — automatic entry into the accounting journal
- Approval — workflow for payment authorisation
When it is used
Document Extraction is typically deployed in:
- Accounting firms — processing hundreds or thousands of invoices per month
- Companies with a high AP (Accounts Payable) volume — typically from 500 invoices per month
- Public sector — archiving and OCR of historical records
ROI: one manually processed invoice takes 3–5 minutes; with document extraction 20–30 seconds for review. With 1,000 invoices per month, that is a saving of 50+ hours of accountant time.
See the Document Extraction module and the Invoicing module.
Related terms
- OCR — the technology foundation of document extraction. See /en/glossary/ocr.
- AI Agent — advanced document extraction runs as an agent. See /en/glossary/ai-agent.
- e-Invoice — the future in which document extraction will no longer be needed. See /en/glossary/e-invoice.
- P2P — an automated Procure-to-Pay process uses document extraction. See /en/glossary/p2p.
In Modulario
The Document Extraction module is one of the most widely used modules in Modulario — an LLM model trained on invoice documents runs on top of the OCR layer. Extracted invoices go directly to Accounting via an approval workflow in Workflows.
Modulario maintains a template per document type — after 5–10 extracted documents from the same supplier, the AI recognises their layout and extraction accuracy approaches 100%. Learning is per-tenant, so customers benefit from their own data, but no data leaves their instance.
Related terms
OCR
Technology for recognising text from images or scanned documents — converts pixel data into text that can be further processed.
AI Agent
A software system built on an LLM that autonomously resolves tasks — planning steps, using tools and calling APIs to achieve a given goal.
RAG
A technique that extends an LLM with dynamic search across company documents — the answer is generated by combining retrieved context with a generative model.
e-Invoice
A structured electronic invoice in XML/UBL format that can be processed automatically without manual re-keying.
P2P
End-to-end process from raising a purchase requisition, through the purchase order, delivery and invoice receipt, to payment to the supplier.
Related Modulario modules
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