After a document is imported into Zudello it will enter the scanning and analysing phases for extraction.
The document lifecycle begins once the document is imported into Zudello. After imports, Zudello will begin the document extraction process. Using OCR, cognitive recognition and our human-in-the-loop technology, Zudello accurately extracts the document in full with line item details for processing.
How the document import process works
Document can either be imported by email or by manually adding the file to your Zudello Team.
Once a document has been successfully imported, Zudello will automatically begin the data extraction process.
After extracting the text, Zudello will check to see if it has seen this contact (Customer/Supplier) or a similar document before.
After extraction, the document will then be checked for accuracy. In the event the number of extracted fields matched fall below 98% it will be sent to Zudello's human-in-the-loop team for review.
Following successful extraction, the document is then checked to see if it is a valid invoice and not a duplicate.
Zudello will then validate the matched contact and any items exist in your accounting/inventory system as well as confirming other team-specific rules.
The document is then returned to the user with either the User review status, or if all rules have passed, it will be marked as Ready.