AI Document Extraction

How BillerPlus automatically extracts invoice data using AI.

2 min read · Last updated December 2025

BillerPlus uses AI to automatically read invoice documents and extract key data, saving time and reducing manual data entry.

How it works

When an invoice is submitted (via inbox or email), BillerPlus:

  1. Processes the document — Converts PDFs to images if needed
  2. Analyzes with AI — Sends to vision AI model for data extraction
  3. Extracts key fields — Reads vendor name, amount, dates, etc.
  4. Applies confidence threshold — Only updates fields the AI is confident about
  5. Flags for review — Low-confidence extractions are left for manual input

Extracted fields

The AI attempts to extract:

Field Source on invoice
Vendor name Company letterhead or header
Invoice number Invoice/reference number field
Amount Total or amount due
Due date Payment due date
Currency Currency symbol or code

Confidence scoring

Each extracted field has a confidence score (0-100%). Fields are only auto-populated when confidence is 80% or higher.

Confidence indicators

In the dashboard, look for these badges:

  • AI (green) — Extraction completed with high confidence (80%+)
  • AI (amber) — Extraction completed with lower confidence
  • Extracting (blue spinner) — AI processing in progress
  • Failed — Extraction couldn’t complete

Extraction status

Check the invoice expansion or drawer to see:

  • Processing — AI is currently analyzing the document
  • Completed — Extraction finished (confidence % shown)
  • Failed — Something went wrong (retry available)
  • Pending — Waiting to be processed

Re-extracting data

If extraction fails or you want to try again:

  1. Open the invoice in the dashboard
  2. Click Retry Extraction (for failed) or Re-extract (for completed)
  3. Wait for processing to complete
  4. Review any newly extracted data

Re-extraction is useful after: - Uploading a clearer document - Adding a document to an invoice that had none - Trying to improve low-confidence results

Multi-page documents

For multi-page PDFs: - All pages are analyzed (up to 10 pages) - Data is extracted from wherever it appears - Cover letters and supporting docs are processed too

Best document formats

For highest extraction accuracy:

  1. PDF — Native text PDFs work best
  2. PNG/JPEG — Clear scans at 150+ DPI
  3. Avoid — Blurry photos, handwritten invoices, unusual layouts

Limitations

AI extraction may struggle with:

  • Handwritten invoices
  • Heavily stylized or artistic layouts
  • Very low-resolution images
  • Non-standard invoice formats
  • Documents in unsupported languages

In these cases, manual data entry is required.

Privacy and security

  • Documents are processed securely via API
  • No invoice data is used to train AI models
  • Processing happens in real-time (not stored by AI provider)
  • All data remains within your BillerPlus account

Cost

AI extraction is included in all paid plans. The feature uses Gemini Flash, a fast and cost-effective vision model optimized for document processing.

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