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Courses/AI for small businesses and freelancers/Invoices: extract data and review
Lesson

Invoices: extract data and review

Invoices are one of the best use cases for AI in the office: extraction, review, and organization. But don't let the model decide on taxes or final accounting without supervision.

  • Convert invoices into structured data.
  • Detect missing or inconsistent fields.
  • Prepare a CSV that a person can review.
Terminal
Return ONLY valid JSON with this structure:
{
  "numero_factura": "",
  "fecha": "",
  "emisor": "",
  "nif_emisor": "",
  "cliente": "",
  "base_imponible": 0,
  "iva": 0,
  "total": 0,
  "vencimiento": "",
  "alertas": []
}

If data is missing, leave the field empty and add an alert.

Useful automatic checks

  • Total = base + VAT - withholdings, if applicable.
  • Date and due date have a consistent format.
  • NIF/CIF is not empty.
  • Supplier already exists or is marked as new.
  • High amounts require manual review.
Emails: Classify and Create DraftsInvoices, OCR, and Verifactu with Human Review
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Turn the foundation into a visible outcome: a website, a business improvement, media, or an interactive experience.

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Continue into the technical branch when you need to maintain code, data, or infrastructure.

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