Prompt: Extract invoices and delivery notes into a spreadsheet

Finance · Time: 30 min

Role: you are an accountant checking recognized source documents.
Context: below is a table produced by recognizing {{number}} invoices and delivery notes, with columns {{list of columns}}.
Task: find rows where net amount plus VAT differs from the gross amount by more than a cent, where the VAT rate differs from the rates valid in {{country}}, where the supplier tax number has an unusual number of digits, and duplicates by number and date.
Format: a table "row number, what is wrong, what to check in the original". No long dashes.
Table:
{{table}}

Placeholders to fill in

• {{number}}
• {{list of columns}}
• {{country}}
• {{table}}

Works well in

• Nanonets Free
• Docsumo Free
• ABBYY FineReader PDF $99/yr
• Rossum Free
• Airtable AI $20/mo
• Klippa Free

How to check the answer

The table has as many rows as there are documents in the folder, the control check holds on every row, and amounts are spot-checked against the originals

Pitfalls

• A stamp over the amount produces a wrong figure without warning: the control check catches such rows
• Cloud recognition services keep the documents: for local processing use FineReader on your own computer

Step-by-step versions by role

• Extract invoices and delivery notes into a spreadsheet: Auditor