Settings
Tune the OCR engine, thresholds, connectors and access. Illustrative for this prototype.
OCR engine
75%
Fields below this route to the Review Queue instead of auto-fill.
Processing options
Auto-deskew & denoise
Straighten and clean scans before OCR
Line-item detection
Extract tables as structured rows
Duplicate detection
Flag repeated invoice numbers
Handwriting recognition
Beta · slower processing
Connected target systems
| System | Method | Mapped template | Status |
|---|---|---|---|
| NetSuite ERP | Screen-read (DOM) | Invoice → NetSuite | Connected |
| SAP Concur | Screen-read (OCR) | Receipt → Concur | Connected |
| QuickBooks Online | REST API | Bill → QBO | Auth expiring |
| Legacy AS/400 (green screen) | Terminal emulation | — unmapped — | Draft |
Validation rules
Total = Subtotal + Tax
Activearithmetic · tolerance ±0.01
Invoice date ≤ Due date
Activedate logic
Vendor exists in master
Activelookup · vendor registry
Amount within PO limit
Warnthreshold · warn only
Team & roles
| Member | Role | Access | |
|---|---|---|---|
SIShanti Infosoft | info@shantiinfosoft.com | Admin | Full |
ARA. Reviewer | ap-review@shanti.com | Reviewer | Review queue |
OPOps Bot | service account | Service | Run automations |