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AI Invoice Capture — OCR Bills to Purchase Invoice — A build-to-order ERPNext application that uses OCR and AI extraction to  — 1/1Illustrative preview

A build-to-order ERPNext application that uses OCR and AI extraction to turn supplier PDFs,

scans, and emailed bills into draft Purchase Invoices — with line items, taxes, supplier matching, and duplicate detection ready for AP review.

ECOSIRE scopes, builds, installs, and supports it for your instance.

What is AI Invoice Capture — OCR Bills to Purchase Invoice?

A build-to-order ERPNext application that uses OCR and AI extraction to turn supplier PDFs, scans, and emailed bills into draft Purchase Invoices — with line items, taxes, supplier matching, and duplicate detection ready for AP review. ECOSIRE scopes, builds, installs, and supports it for your instance. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

OCR extraction from PDF, image scans (PNG/JPG/TIFF) and multi-page supplier documents, with a monitored-mailbox intake polled by a Frappe `scheduler_events` job
AI parsing of header fields — supplier, invoice number, invoice date, due date, currency and payment terms — mapped to Purchase Invoice fields
Line-item extraction with description, quantity, UOM, unit rate and line amount, reconciled against the document subtotal and grand total
Tax parsing that resolves per-line and document-level tax into the correct `Purchase Taxes and Charges Template` and account heads
Supplier auto-match against existing `Supplier` records using tax ID, email domain and fuzzy name matching, with create-new fallback
Item and expense/GL account suggestion, tunable per supplier so recurring bills map to consistent accounts
Draft `Purchase Invoice` creation via a `@frappe.whitelist()` server method — never auto-submitted, always staged for human review
Per-field confidence scoring that flags low-confidence extractions for mandatory reviewer correction
Duplicate-bill detection on a supplier + invoice-number + amount + date composite, warning before a second booking
Dedicated `AI Bill Capture` staging DocType with the original file attached and an audit trail of every extraction and edit
Client-script review panel on the capture screen so AP clerks correct fields and approve before a Purchase Invoice is generated
Server-side pipeline driven by `hooks.py` doc events with OCR pushed to the Frappe background job queue to keep the UI responsive
Frappe REST API endpoints and whitelisted methods for programmatic bill submission and status polling from external systems
Permission and Role Profile design separating capture/review (AP clerk) from Purchase Invoice submission (finance approver), compatible with Frappe/ERPNext v15 and v16

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your ERPNext.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

ERPNext Compatibility
—
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
MariaDB 10.6+

About this Product

Accounts Payable teams still key bills in by hand. A supplier PDF arrives by email, someone opens it, reads the header for the supplier and invoice number, copies each line, re-enters quantities and rates, works out which tax template applies, and finally creates a Purchase Invoice in ERPNext. Multiply that across hundreds of bills a month and you get slow close cycles, transposition errors, missed early-payment discounts, and duplicate payments that only surface at reconciliation. ERPNext core gives you an excellent Purchase Invoice DocType and the accounting engine behind it, but it has no native OCR or document-understanding layer — the data entry is entirely manual, and the stock Email Inbox and file-attachment features stop at storing the PDF, not reading it.

ECOSIRE builds a proper Frappe application (installed via bench get-app / bench install-app, not a fragile customization) that adds an ingestion and extraction pipeline in front of the standard Purchase Invoice. Bills enter through three doors: direct upload/drag-drop, a monitored mailbox that a scheduler event polls, and the Frappe REST API for programmatic feeds. Each document lands as a new staging DocType (for example AI Bill Capture) with the original file attached, then an OCR + AI extraction step parses the supplier identity, invoice number and date, currency, line items, per-line and document-level taxes, and the grand total. Extracted fields are mapped to real ERPNext masters — Supplier, Item, Purchase Taxes and Charges Template, and the correct expense/GL accounts — with confidence scoring so low-confidence fields are flagged rather than silently trusted.

Technically, the engine runs off hooks.py doc events and scheduler_events so ingestion and extraction happen server-side without blocking the user; long-running OCR calls are pushed to the Frappe background job queue. Supplier auto-match uses tax IDs, email domains and fuzzy name matching against existing Supplier records; item and GL suggestions can be tuned per supplier so recurring bills map consistently. A whitelisted server method (@frappe.whitelist()) exposes the "create draft Purchase Invoice" action, and a client script adds a clean review-and-approve panel to the capture DocType so an AP clerk can correct any field before submission. Duplicate-bill detection runs on a composite of supplier + invoice number + amount + date and warns before you create a second Purchase Invoice for a bill you have already booked. Everything is governed by Frappe permissions and Role Profiles, so an AP clerk can review and draft while only a finance approver can submit.

Because this is build-to-order, there is no instant download — we build it against your actual bill formats, chart of accounts, tax templates and approval rules. Engagement starts with a short scoping call, after which we confirm scope, sample your real supplier documents, and deliver a working app on a staging site for UAT before go-live. Typical delivery is one working week from confirmed scope, and we support Frappe/ERPNext v15 and v16. You receive the full source in a Git repository along with install and configuration docs, so the app is yours to run, extend, or maintain independently.

What you get

  • Installable source code for your build — a proper Frappe app deployable via `bench get-app` and `bench install-app`
  • Installation and configuration guide covering mailbox setup, OCR/AI credentials, scheduler and background-worker configuration
  • Technical documentation of DocTypes, `hooks.py` events, whitelisted methods, scheduler events and REST endpoints
  • User guide plus a live training session for your AP and finance teams on the capture-review-approve workflow
  • UAT on a staging site using your real supplier documents, with a documented rollback plan before go-live
  • Post-go-live support window for defect fixes, extraction tuning and questions
  • Full Git repository handover so the app is yours to run, extend and maintain independently
  • Configuration of supplier-specific item/GL mapping and tax-template rules for your chart of accounts

Who this is for

AP Team Lead eliminating manual entry

Owns a high-volume bill inbox and wants clerks reviewing draft Purchase Invoices instead of typing them from scratch. Needs accurate line-item and tax extraction, duplicate protection, and a review step that keeps a human in control before submission.

Finance Controller closing the books faster

Cares about cycle time, error rates and duplicate-payment risk at month-end. Wants extraction confidence scoring, an audit trail on every captured bill, and Role Profile separation so only approvers can submit Purchase Invoices.

ERPNext Systems Administrator / integrator

Runs the bench and is responsible for what gets installed. Wants a real Frappe app (not brittle customizations), clean `hooks.py` and scheduler usage, REST endpoints for feeding bills in, and full source in a Git repo for v15/v16.

Shared-services / BPO operations manager

Processes payables for multiple entities and needs consistent, supplier-aware mapping of items and GL accounts, programmatic intake via the REST API, and permission controls that scope reviewers by role and company.

How AI Invoice Capture — OCR Bills to Purchase Invoice Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Bill data entryOCR + AI drafts the Purchase Invoice for reviewDepends entirely on what you buildBasic OCR, often generic field mappingFully manual keying of every field
ERPNext fitPurpose-built Frappe app for your chart of accounts and tax templatesFits if scoped well; risk of scope driftGeneric mapping, limited per-instance tuningNative Purchase Invoice, but no extraction layer
Duplicate detectionSupplier + number + amount + date composite warningOnly if you build the logicSometimes, usually invoice-number onlyNo automated duplicate-bill check
Supplier / GL mappingAuto-match with per-supplier item and account rulesBuildable but you design and maintain itLimited, rarely supplier-specificManual selection on every bill
Human review controlConfidence scoring + Role Profile-gated approvalWhatever you specifyVaries; review depth often shallowManual by definition, no assist
Source code ownershipFull Git repo handover, yours to extendYou own it but also built and debugged itClosed-source, licensed per seat/siteCore software, not customizable to this need
Deliveryone working week from confirmed scope, UAT on stagingUnbounded; depends on your team's roadmapInstant install but generic out of the boxAlready installed, no capability added
SupportPost-go-live window + optional retainerSelf-supported by your teamVendor tickets, roadmap not yours to steerCommunity/ERPNext support, feature absent

Frequently Asked Questions about AI Invoice Capture

How long does delivery take?

This is a build-to-order application, not an instant download. After a short scoping call we confirm scope and sample your real supplier documents, then build against your ERPNext instance. Typical delivery is one working week from confirmed scope, including UAT on a staging site before go-live.

Which ERPNext versions do you support?

We build and test against Frappe/ERPNext v15 and v16. The app is delivered as a standard Frappe app installed via `bench get-app` and `bench install-app`, so it lives alongside your existing apps rather than modifying core.

How do you handle updates and support after go-live?

Every engagement includes a post-go-live support window for defect fixes and extraction tuning. Because you receive the full Git repository, your team can maintain or extend the app independently, and we can quote a longer support or enhancement retainer if you prefer we continue to maintain it.

Does it submit Purchase Invoices automatically?

No. The pipeline always creates a draft Purchase Invoice staged for review. A person confirms supplier, line items and taxes before submission, and Frappe Role Profiles let you separate capture/review (AP clerk) from submission (finance approver).

How accurate is the extraction, and what happens when it is unsure?

Accuracy depends on document quality and consistency, which is why we tune against your real bills during the build. Every field carries a confidence score; low-confidence values are flagged for mandatory reviewer correction rather than silently trusted, so a human always closes the gap.

How does it avoid duplicate bills and double payments?

Duplicate detection runs on a composite of supplier, invoice number, amount and date. If a matching bill has already been captured or booked, the app warns before you create a second Purchase Invoice, closing a common source of duplicate payments.

How do bills get into the system?

Three ways: direct upload/drag-drop, a monitored mailbox polled by a Frappe scheduler event, and the Frappe REST API with whitelisted methods for programmatic feeds from external systems or scanning workflows.

Request a quote

AI Invoice Capture

A build-to-order ERPNext application that uses OCR and AI extraction to turn supplier PDFs, scans, and emailed bills into draft Purchase Invoices — with line items, taxes, supplier matching, and duplicate detection ready for AP review. ECOSIRE scopes, builds, installs, and supports it for your instance.

  • OCR extraction from PDF, image scans (PNG/JPG/TIFF) and multi-page supplier documents, with a monitored-mailbox intake polled by a Frappe `scheduler_events` job
  • AI parsing of header fields — supplier, invoice number, invoice date, due date, currency and payment terms — mapped to Purchase Invoice fields
  • Line-item extraction with description, quantity, UOM, unit rate and line amount, reconciled against the document subtotal and grand total
  • Tax parsing that resolves per-line and document-level tax into the correct `Purchase Taxes and Charges Template` and account heads

Request a Quotation

Tell us about your AI Invoice Capture requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.