Document reading
Document read, confirmed by a person.
Invoices, statements, incoming boletos (bank slips), contracts, and receipts, as PDFs, photos, or scans. Elisa Barros, an AI agent, reads each document and leaves the record as a draft; it only takes effect after a person confirms it.
Due dates
28/11 · 26/12
read with low confidence
Review
Elisa · readsFinance · confirmsElisa Barros
Documents · Reading and classification
AI agent
The module’s agent
You confirm. Elisa reads and fills in the draft.
Elisa Barros receives the document, reads the text, and classifies it: supplier invoice, statement, incoming boleto (bank slip), contract, expense receipt, résumé, or registration document. With the fields read, she fills in the draft record and flags what she read with low confidence. The record only takes effect after a person on your team confirms it.
Elisa, I sent the photo of the hotel receipt from the Curitiba trip over WhatsApp. Put it on expense report 0318.
I read the photo: it is an expense receipt for lodging, for R$ 412,00. I filled in the expense as a draft on report 0318 and stored the photo in the record. The date has low confidence because the photo is blurry in that part; I left the field flagged next to the image. The expense only takes effect after you confirm it.
Receives PDFs, photos, and scans through the system, by email, or via WhatsApp
Reads the text (OCR) and classifies the document by type
Fills in the draft bill to pay, expense, contract, or supplier or employee record
Shows the document beside the fields it read and flags what it read with low confidence
Stores the document in the record
Receipt
Each document arrives through the system, by email, or via WhatsApp.
The file can be a PDF, a photo, or a scanned page. It is sent in the system itself, by email, or via WhatsApp, and Elisa reads each file.
Supplier invoice
09:12
PDF · by email
Draft to confirmExpense receipt
10:40
photo · via WhatsApp
Draft to confirmContract
11:05
scan · sent in the system
Being readRegistration document
11:30
photo · sent in the system
Awaiting consentPDFs, photos, and scans
Direct upload in the system
Documents received by email
Photos and PDFs received via WhatsApp
Text reading (OCR)
The text is read even when the document arrives as a photo or as a scanned page.
Invoices, statements, and received boletos
Documents that reach finance and purchasing. Here, a boleto (bank slip) is always a document your company has received.
Contracts and expenses
The contract becomes a draft contract, and the expense receipt becomes a draft expense. The person responsible for the area checks it.
Résumés and records
The résumé is read, classified, and stored in the record. The registration document fills in the draft supplier or employee record. Personal documents, such as an employee’s hiring documents, are only read with consent.
Side-by-side review
The document beside the fields read, to check before it takes effect.
Each draft opens with the document on one side and the fields read on the other. Elisa flags what she read with low confidence, and the document is stored in the record. The record only takes effect after a person confirms it.
Supplier invoice
Purchase order 0533
Due dates
28/11 · 26/12
read with low confidence
ReviewDocument and fields read side by side
Low-confidence fields flagged for review
Document stored in the record
Draft until a person confirms
Confirm the record
The bill to pay, expense, contract, or record stays in draft until a person confirms it, with the document alongside and the low-confidence fields flagged.
Read a personal document
Personal documents are only read with consent. Without consent, Elisa does not read the file.
Pay a bill
When the document becomes a bill to pay, payment stays with the person responsible for finance, and the system records who approved it and when.
Define what Elisa does
The administrator chooses which records and actions Elisa works on and can turn off the agents for the account.
See document reading at work, from the document to the confirmed record.
In the demo, with sample data, you see a supplier invoice received by email, its classification, the draft account payable next to the document, and a low-confidence field waiting for a person to review it.
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