Integration with custom prebuilt model in Invoice capture

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Jan 31, 2024

Business value

This feature allows customers to replace the default prebuilt model by using a custom prebuilt one, improving the recognition for complex invoices, extracting the additional custom fields, increasing the overall touchless rate for the invoice processing and seamline process between invoice capture and Dynamics 365 Finance.

Feature details

This feature gives the administrator the capability to replace the out-of-the-box prebuilt model in Invoice capture with a custom prebuilt model for OCR recognition. Customers often receive the invoices with complex layout and the prebuilt model can't return an accurate recognition result. Accounts payable has to spend a lot of effort to review and correct such invoices. To improve the ability of recognizing such complex invoices, administrators can create a custom prebuilt model in AI Builder document processing by completing the steps of uploading the sample invoices, tagging the fields, and training and publishing the model. When the custom prebuilt model is ready, the prebuilt model can be replaced by selecting the one from the dropdown list.

Moreover, the custom prebuilt model empowers users to define and extract additional fields that are not provided by the default prebuilt model. The additional field mapping between model and invoice is required to be built in the configuration. The fields can then be automatically extracted and seamlessly transferred from Invoice capture to Dynamics 365 Finance to meet the needs of their unique business.

See also

Invoice capture solution (docs)