OCR în Finanțe și Contabilitate

Am nevoie de un robust scaner de facturi or scanner de chitanțe to automate data extraction from financial documents? Click below to learn more about Nanonets’ Automatizarea facturilor & Chitanță OCR to supercharge your accounting workflows!

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Financial & accounting documents play a critical role in driving procesele de afaceri. Businesses handle & verify various financial or contabilitate documents such as invoices, receipts or purchase orders as part of their daily workflows. And as businesses grow they have to handle & process a lot of such financial documents.

Organizations tend to have dedicated accounting teams (or outsourced AP teams) to check financial documents, enter the data into accounting software, verify the data against supporting documentation, and finally process transactions if needed.

For example, an organization might need to verify a supplier’s invoice against a purchase order (PO) it had placed, before approving/processing the invoice; this would entail a verification process that matches each line item on the invoice with a corresponding entry in the PO – in other words an end-to-end Procesul AP.

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Doriți să extrageți date din documente financiare? Check out Nanonets scaner de facturi, chitanță OCR, automatizarea financiară & automatizarea facturilor soluții pentru optimizarea fluxurilor de lucru.

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Such elaborate interventions & verifications are mandated by regulatory and ethical requirements. And these are often carried out manually because the various accounting & financial documents are not always machine readable!

Often shared as scans, PDFs or paper, these documents require substantial manual efforts to enter the digital workflows that power businesses today. These manual interventions by finance & accounting personnel tend to be time consuming & error prone (at scale), taking up resources that could be put to better use.

And that’s where OCR, or Optical Character Recognition, can help! (Ce este OCR? And what is it used for? For a detailed explainer on OCR and its use cases refer this ghida.)

OCR în Finanțe și Contabilitate

OCR finance or OCR accounting refers to the application of OCR technology to automate the extraction of financial/accounting data from documents.

OCR can automatically recognize & extract  text, characters, fields or data from scanned documents & images. And since the documents in question mostly present structured data across standard formats, automated OCR finance or OCR accounting could greatly reduce processing times for each document.

For example, an OCR software could extract & present fields (or line items) of interest from related POs, invoices & receipts so that accounting teams can do a quick & efficient 3-way match. Or OCR software could convert bank PDF statements into Excel or CSV for easier downstream processing.

This avoids all the manual effort that would otherwise have been necessary to extract relevant data from these financial documents. Automated OCR software can thus seamlessly connect with accounting or ERP software to create a completely flux de lucru digital.

OCR finance or OCR accounting automation applications allow financial analysts and accountants to focus on higher level, more technical or specialized, tasks that contribute more value to their organizations. OCR also introduces a greater level of accuracy and precision to routine tasks that would otherwise have been carried out manually.

Benefits of OCR Finance & OCR Accounting Applications

Analysts & accountants are increasingly leveraging OCR to shift their focus & time from data entry to data review; this improves overall employee efficiency & productivity. Implementing OCR solutions therefore brings its own share of unique benefits:

• Reduce cost – Reduce operational costs by eliminating the inefficient processes of manual data entry and verification. Eliminate related document storage and processing costs.
• Improve processing speed – Automated OCR software de automatizare a contabilității can extract and verify data in minutes; a task that would otherwise have required many man-hours. OCR can help organizations reduce time spent on manual paperwork by over 75% or more.
• Streamline payment processing – OCR finance & OCR accounting software (or Software de automatizare AP)can help automate or streamline conturi de plătit (AP), accounts receivable (AR) & check processing among other internal payment processes.
• Process documents intelligently – AI-based OCR software like Nanonets, can classify specific document types from a mixed bunch regardless of the format. Even if presented with a bunch of “unknown” documents, automated OCR software can intelligently classify documents by type (invoice, receipt, bill etc.) or source (supplier, vendor, internal etc.) for further processing & data extraction.
• Improve data accuracy – OCR software leverage AI algorithms & ML capabilities to offer a high degree of accuracy while extracting data from documents. Better accuracy leads to reduced errors and rework which ultimately saves time and money!
• Scale easily – Automated OCR finance software can handle very high volumes of documents quite easily.
• Save the environment – Organizations can reduce the use of paper documents or go paperless as OCR can handle digital document formats.
• Keep employees motivated – Manual processes and paperwork can be extremely boring, especially for accountants & financial analysts. Organizations that adopt OCR use cases, can turn their workforce towards more challenging or engaging tasks.

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Nanonets are interesant cazuri de utilizare și unic povești de succes ale clienților. Aflați cum Nanonets vă pot ajuta afacerea să fie mai productivă.

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OCR Finance & OCR Accounting Use Cases

OCR finance & OCR accounting have many interesting use cases with respect to document processing workflows. Since accounting & financial documents mostly deal with structured data presented in standardized formats, OCR can handle pretty much any document related to these disciplines.

The most common OCR use cases for financial documents are facturare OCR (de asemenea cunoscut ca si scanarea facturii & prelucrarea automată a facturilor) & chitanță OCR. Extracting relevant fields of data from invoices or receipts can help organizations process transactions more quickly, avoiding delays and potential fines. Iată un studiu de caz on how Minnesota’s largest construction company improved it’s AP productivity with OCR finance.

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Banking use cases would include processing various applications (for loans, new accounts or check requests) or doing KYC verifications. OCR software can scan application forms, extract relevant fields & populate the same in banking software for faster processing. ID card OCR or identity OCR currently powers most of the mobile-based KYC processes offered by modern banks. These OCR use cases allow banks to fast-track processes that could turn into potential customer pain points. Iată un altul studiu de caz on how a KYC platform leveraged OCR to process more than 50,000 Drivers licenses per month.

Insurance companies can similarly automate claims processing with the aid of OCR technology. Asigurare OCR can expedite claims verification and procesarea cererilor, benefiting consumers and insurance companies alike. Apart from processing insurance-related documents, OCR can also be used to assess physical damage related to insurance claims.

OCR can also be used to simplify accounting related processes by integrating with accounting software. Here’s an interesting studiu de caz on how a business used OCR software to simplify accounting processes related to QuickBooks.

Businesses also use accounting OCR for improving audits and reports on expenses. Instrumente OCR compare and match various document trails to help accountants flag fraudulent charges and business expenses. Here are some examples of potential fraudulent charges that businesses might encounter: blank receipts for non-business transactions, duplicate expense receipts, inflated invoices, or amount mismatches.

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Nanoneți API OCR și OCR online au multe interesante cazuri de utilizare tHat ar putea optimiza performanța afacerii dvs., economisi costuri și crește creșterea. Find out how Nanonets’ use cases can apply to your product.

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Nanonete OCR

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Nanonets is an AI-based OCR software that is easy to set up and use, offering convenient pre-trained models for popular financial OCR & accounting OCR use cases. Extract financial/accounting data in seconds or train a custom OCR model to meet your specific data extraction needs.

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The advantages of using Nanonets over other OCR software parsers (like Power Automate) go far beyond just better automation, accuracy & AI/ML capabilities. Here are some of the unique Nanonets benefits:

• Nanonets OCR isn’t template-based. Apart from offering pre-trained models for popular use cases, its intelligent document processing algorithm can also handle unseen document types!
• Nanonets handles date nestructurate, common data constraints, multi-page documents, tables and multi-line items with ease.
• Nanonets este un fără cod platformă inteligentă de automatizare that can continuously re-train itself and learn from custom data sets. Outputs require almost no post-processing.
• Fiecare aspect al prelucrarea documentelor can be customized with Nanonets. Right from document recognition & data extraction to output styles and formats!
• Nanonets was built for hassle-free integration, even with legacy systems. You can also easily integrate Nanonets with most CRM, ERP or RPA Software.

Documentația Nanonets

If you’re looking to train your own OCR finance or OCR accounting models, check out the API Nanonets. În documentaţie, you will find ready-to-fire code samples in Shell, Ruby, Golang, Java, C#, and Python, as well as detailed API specs for different endpoints.

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Actualizează iunie 2021: această postare a fost publicată inițial în Martie 2020 și de atunci a fost actualizat.

Iată un slide rezumând constatările din acest articol. Iată un versiune alternativă a acestei postări.