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Automated Billing Reconciliation using the Image to Text tool and AIS
Workflows Uploaded by on 12-07-2022 Downloaded 293 times
  • Alteryx Built
  • Artificial Intelligence
  • Automation
  • Financial Services
  • Prep and Blend
  • Reporting
  • Workflows
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    Description

    This workflow uses AIS's new Image to Text tool to automate billing reconciliation where client data is ingested in PDF format. This workflow demonstrates a highly expandable template for ingesting invoice/billing data from multiple PDF templates, formatting that data, merging it with local data and generating both in-month and historic invoices simultaneously. 

    Be sure to unzip the auxiliary client data and replace the corresponding folders in the imported files. 

    Attachments
    Billing_Recon_PDF.yxzp
    Client PDFs.zip