If the AI reads your bill incorrectly—like missing fields or pulling the wrong data—you can train it. Just click "Train AI". After doing this around three times for the same bill type, the system will begin to learn your preferred format.
Step 1: Correcting Incorrect Data
If key details like the vendor name, item name, invoice number, or totals are wrong:
Click Train AI.
You’ll be redirected to the AI training tool where you’ll see the raw data it extracted.
To correct a field:
Click the field name in the sidebar or data table.
Then, on the invoice preview, drag or select the correct value on the bill.
Example: If the invoice number is incorrect, select Invoice Number in the sidebar, then highlight the correct number on the invoice. The system will update and learn from your correction.
Step 2: Adjusting Line Item Details
To fix errors in item details such as name, quantity, or unit cost:
Scroll down to the line item table at the bottom right of the screen.
Click the table icon to open it.
Review the extracted line items.
For any incorrect values, click the field in the bottom table, then select or drag the correct value from the invoice preview.
This helps the AI learn how to accurately capture line items in future invoices.
Step 3: Finish Training
Once you’ve reviewed and corrected everything, click the Complete button at the bottom right. The AI will use your updates to improve its accuracy next time.
Training for New Vendors or Invoice Formats
If you’re working with a new vendor or a different invoice layout, repeat this training process at least three times. This gives the AI enough examples to learn and consistently extract the right data.