How receipt recognition works

What happens behind the scenes after you upload a receipt, and what the statuses mean.

After the upload, BizCortex stores the file safely and starts the processing in the background. You can keep working while it runs.

Steps

  1. 1. Store

    The file is stored in the document storage of your company. The status is "Uploaded".

  2. 2. Read the text

    The status changes to "Parsing". A text recognition service turns the photo or PDF into text.

  3. 3. Extract the data

    An AI model reads the text and extracts merchant, address, tax number, date and time, net, tax, tip, gross, payment method, card digits and every line item with category. If text recognition fails for a photo, the AI reads the image directly instead.

  4. 4. Save

    The data is saved and the status becomes "Parsed".

  5. 5. Update the knowledge graph

    Finally, the merchant, products, categories, payment method and location are added to the knowledge graph of your company.

Fields and options

Uploaded

The file is stored and waiting for processing.

Parsing

Text recognition and data extraction are running.

Parsed

The data was read successfully.

Failed

Processing failed. Open the receipt to see the error. Try the Reparse button, or upload a better photo.

Good to know

  • For PDF files there is no image fallback. If text recognition fails for a PDF, the receipt fails.
  • The receipt content is sent to the AI service configured for your BizCortex installation.
  • Automatic reading can make mistakes. Always check amounts and tax before you book them.

Related

  • Uploading receipts

    Upload photos or PDFs of receipts and let BizCortex read merchant, date, amounts and items.

  • Knowledge graph explorer

    Explore the network of merchants, products, categories and payment methods found in your receipts.