Case study

A robust AI solution for Easy Docs - Corporate Document Management Platform

Offices:

Europe

Company size:

51-200

Industry:

Operations management

EasyDocs was looking to enhance their existing invoice processing system.

Their goal was to improve the accuracy of extracting key invoice details such as VAT numbers, gross amounts, and addresses using a combination of AI models, and OCR technology.

The existing system faced several challenges, including incomplete field detection and the limited ability to learn from previous user annotations, resulting in manual adjustments that slowed down the workflow.

EasyDocs aimed to automate this process further, enabling the system to learn from user input and correctly identify fields when patterns repeat across different invoices.

Focused on business side

Solution

  1. Improved Accuracy in Data Extraction: We upgraded the system ability to accurately detect and extract key fields from invoices. This reduced the number of errors and manual corrections needed by users.

  2. AI Model with Continuous Learning: The new system uses a fine-tuned Natural Language Processing (NLP) model, to identify and annotate fields such as VAT numbers and gross amounts. This model learns from user corrections, improving its accuracy over time. We provided them with all necessary configurations and support to implement the system locally without relying on external services.

Hittin' the road

Implementation readmap

The project was divided into several phases:

Phase 1 - Week 1

Requirement Analysis: We conducted in-depth discussions with EasyDocs to understand their needs and challenges in invoice processing, mainly focusing on accuracy and continuous learning.

Phase 1 - Week 1

Requirement Analysis: We conducted in-depth discussions with EasyDocs to understand their needs and challenges in invoice processing, mainly focusing on accuracy and continuous learning.

Phase 1 - Week 1

Requirement Analysis: We conducted in-depth discussions with EasyDocs to understand their needs and challenges in invoice processing, mainly focusing on accuracy and continuous learning.

Phase 2 - Prototype Development

A prototype and demo was created to validate the approach on a sample dataset and user feedback.

Phase 2 - Prototype Development

A prototype and demo was created to validate the approach on a sample dataset and user feedback.

Phase 2 - Prototype Development

A prototype and demo was created to validate the approach on a sample dataset and user feedback.

Phase 3 - Model Tuning and Finetuning

We refined the OCR and NLP models based on feedback from EasyDocs, incorporating additional datasets and improving model accuracy for multilingual invoices.

Phase 3 - Model Tuning and Finetuning

We refined the OCR and NLP models based on feedback from EasyDocs, incorporating additional datasets and improving model accuracy for multilingual invoices.

Phase 3 - Model Tuning and Finetuning

We refined the OCR and NLP models based on feedback from EasyDocs, incorporating additional datasets and improving model accuracy for multilingual invoices.

Phase 4 - Testing and Validation

The solution was rigorously tested on a wide range of accurate invoices to ensure it met the target accuracy of 80% for automatic field identification.

Phase 4 - Testing and Validation

The solution was rigorously tested on a wide range of accurate invoices to ensure it met the target accuracy of 80% for automatic field identification.

Phase 4 - Testing and Validation

The solution was rigorously tested on a wide range of accurate invoices to ensure it met the target accuracy of 80% for automatic field identification.

Phase 5 - Deployment and Training

The final model was deployed on EasyDocs' servers, and their team was prepared on how to manage and update the system as needed.

Phase 5 - Deployment and Training

The final model was deployed on EasyDocs' servers, and their team was prepared on how to manage and update the system as needed.

Phase 5 - Deployment and Training

The final model was deployed on EasyDocs' servers, and their team was prepared on how to manage and update the system as needed.

Working with the Bards.ai team has been a smooth experience. Their ability to integrate complex AI technologies into our invoice processing system has made a significant impact. They were responsive and helpful even months after the official project completion date. We recommend their services to anyone looking for AI solutions and a reliable partner.

Konrad Szalapak

CTO @ EasyDocs

Looking to integrate AI into your product or project?

Looking to integrate AI into your product or project?

Looking to integrate AI into your product or project?

Get a Free consultation with our AI experts.

Get a Free consultation with our AI experts.

Get a Free consultation with our AI experts.

Book a free consultation

Book a free consultation

Book a free consultation