AI-Powered Invoice Recognition – From PDFs to Smartsheet Rows
By MASA Consult
Automatically extract invoice details like vendor, amount, dates, and line items—without manual entry. Powered by Azure OpenAI and integrated directly into Smartsheet.
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Accelerate Your Invoice Processing with Azure OpenAI + Smartsheet
Manually entering invoice data is time-consuming and error-prone. With our AI-powered solution, you can upload a PDF invoice and instantly extract key fields—like vendor name, due date, amounts, and line items—into a structured Smartsheet grid. Hosted in your secure Azure environment, this solution keeps your data private while enabling faster reviews, approval tracking, and real-time reporting.
Upload invoice PDFs directly into Smartsheet using a secure form or drag-and-drop feature. Each submission automatically triggers the Azure OpenAI-based extraction process—no manual setup required.
Extract essential data such as invoice number, dates, currency, vendor name, net amount, tax, total, and line items. All extracted information is mapped into Smartsheet columns—ready for validation and action.
Each invoice becomes a clean, structured row in Smartsheet. Line items are listed in expandable detail, and conditional formatting highlights duplicates, overdues, or missing approvals at a glance.
Track all incoming invoices in real time with Smartsheet dashboards. Visualize accounts payable data, monitor weekly outgoing payments, and generate custom reports tailored to your finance workflows—all with full transparency and control.