SOC2

Extract Invoice Summary Data in Seconds — Automatically

Finance teams spend 4+ hours weekly on manual document processing. That's $15,000/year in labor costs for a 10-person team — plus errors that cost $62 each to fix.

10
Fields Extracted
300s
Max Processing

What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Financial Analysis
  • Reporting
  • Document Processing
  • Invoice Summary
  • Financial

Output Schema

{
  "type": "object",
  "required": [
    "invoice_number",
    "vendor",
    "invoice_date",
    "due_date",
    "total_amount"
  ],
  "properties": {
    "invoice_number": {
      "type": "string",
      "description": "Invoice number"
    },
    "vendor": {
      "type": "string",
      "description": "Vendor"
    },
    "vendor_address": {
      "type": "string",
      "description": "Vendor address"
    },
    "client": {
      "type": "string",
      "description": "Client"
    },
    "cli
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent finance.invoice-summary

See It In Action

Real extraction example showing input document and structured output.

Input Document
INVOICE #INV-2025-001

Acme Corporation

123 Business St, City, State 12345


Bill To: Client Solutions LLC

456 Client Ave, City, State 67890


Invoice Date: March 15, 2025

Due Date: April 15, 2025

PO Number: PO-2025-001


Services Rendered: Consulting Services

Total Amount: $2,500.00
Extracted Data
{
  "invoice_number": "INV-2025-001",
  "vendor": "Acme Corporation",
  "vendor_address": "123 Business St, City, State 12345",
  "client": "Client Solutions LLC",
  "client_address": "456 Client Ave, City, State 67890",
  "invoice_date": "2025-03-15",
  "due_date": "2025-04-15",
  "po_number": "PO-2025-001",
  "services": "Consulting Services",
  "total_amount": "$2,500.00"
}

Standard business invoice with line items, totals, and payment terms. Demonstrates extraction of invoice metadata, itemized charges, tax calculations, and payment terms for accounts receivable processing.

Frequently Asked Questions

What documents can Invoice Summary process?

The Invoice Summary template processes finance documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the Invoice Summary extraction?

The Invoice Summary template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the Invoice Summary template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

Start Extracting Data Today

Process your first document in under 5 minutes. No credit card required.