Built-in document parser templates

General Invoice Template can parse invoices (English only) to invoice id, invoice date, extract total, tax, and line items. Set the templateId parameter to 1 to use this template.

How to classify incoming documents before parsing them?

Use the /pdf/classifier endpoint (see below) to automatically sort/detect the class of the document based on AI or on custom keywords-based rules.

For example, you can easily define rules to find which vendor provided the document to find which template to apply accordingly. See Document Classifier for more details.

Additional Information and Tools