Use Cases

The Problem

Manually keying vendor name, invoice total, date, and line items from dozens of invoices every month is error-prone and time-consuming.

The Solution

Build one template per vendor layout — or one composite template with multiple match rules. Docuoria extracts vendor, total, date, and line items into CSV or JSON automatically. Reuse the same template across all invoices from that vendor.

The Problem

Monthly statements list dozens of transactions in a table format that changes slightly between institutions and months.

The Solution

Docuoria reads every row in the statement table and pulls out the date, description, and amount for each transaction automatically. The same template handles all months from the same bank or card issuer.

The Problem

PO numbers, line items, and approval totals are buried in formatted PDFs — different suppliers use different layouts.

The Solution

Set up one template per supplier layout — or one flexible template that handles multiple layouts with combined match rules. Docuoria extracts PO number, line items, and total automatically, producing a structured record ready for your ERP or approval workflow.

The Problem

Standardized government forms (tax filings, permit applications, regulatory submissions) have fixed layouts but are delivered as scanned or digital PDFs.

The Solution

Docuoria reliably identifies the form type by its page layout, size, and built-in document properties. It then pulls field values from their fixed positions on the form. The result is a structured record with all required fields validated — ready for submission or audit.

The Problem

Quarterly financials, shipping manifests, and operational reports repeat the same structure every period — but aggregating key metrics requires manual review.

The Solution

Build a template that targets the recurring report layout. Docuoria extracts key metrics — totals, counts, dates, categories — into JSON or CSV on every run. Feed the output directly into dashboards, spreadsheets, or any downstream tool.