🌐 Web | 👤 Invoice processor, Finance
Smart line item extraction enables you to correct invoice lines extraction, enhancing Yokoy AI’s extraction model to learn by example to enhance efficiency and accuracy.
With smart line item extraction, the AI model uses a correct extraction example that you provide – either correctly extracted line items or manually filled in, and then trigger Yokoy AI to learn in – and then learns from this scenario. The model then follows the example to extract the remaining lines.
Smart line item extraction is explicitly applied to these fields:
Description
Quantity
Unit
Price
Tax rate
Tax
Net
Gross
Only values for these fields can be overwritten when line item data is retrieved by Yokoy smart line item extraction. All the other fields are not impacted by smart line item extraction.
Triggering smart line item extraction
To trigger Yokoy AI to take specific line items as an example for extracting the remaining line items, select the lines you have manually corrected or that were already extracted correctly and then click Smart extract. Yokoy AI re-extracts the line items based on the example.
💡 Tip
You should use the first few line items as examples, since they are typically representative of the overall structure of the invoice and help the AI extract the remaining lines more accurately.
You can trigger Smart line item extraction as many times as you need.
For example, if you fill in the data for one line item, then select that line item and trigger Smart line extract, the remaining line items are extracted. However, you find that not everything is correct. You can manually fill in data for three additional line items, and trigger Smart line item extraction again.
Resetting smart line item extraction
You can undo the changes made by Smart line item extraction where the Yokoy AI model fails to deliver the expected results for any reason. To do so, close the invoice without saving it. Once re-opened, the original data is available.