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TASKGuide

Create an invoice with AI

Upload the billing file and SRM extracts the number, value, and dates. Use it when the invoice arrives as a PDF or image and you want to record it without typing.

Extract the data

  1. 1

    Open the supplier and click `Nova fatura com IA` (New invoice with AI).

    The Criar fatura com IA (Create invoice with AI) dialog opens with the upload area.

  2. 2

    Drag the files into the upload area or click to select.

    Although the text mentions PDFs, the dialog accepts PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, JSON, and XML — and more than one file at a time.

  3. 3

    Click `Extrair dados` (Extract data).

    The button changes to Extraindo... (extracting) and the dialog stays locked until the extraction finishes.

    result
    The Fatura criada com sucesso (invoice created) screen shows the extracted data and a confidence badge.
  4. 4

    Review `Número` (number), `Valor` (value), `Data de emissão` (issue date), `Data de vencimento` (due date), and `CNPJ identificado` (identified CNPJ).

    The badge reads Alta confiança (high confidence), Média confiança (medium), or Baixa confiança (low). When it is not high, a warning asks you to review the values.

  5. 5

    To fix fields, click `Editar fatura` (Edit invoice); to finish, click `Fechar` (Close).

    result
    The invoice is saved in the supplier's list, with the uploaded files attached under Anexos.

Extrair dados saves the invoice

The invoice is saved the moment you click Extrair dados. Fechar does not discard the record — to fix values, use Editar fatura; to remove it, delete the invoice from the supplier's list.

When to review more carefully

  • Valor shows Valor não identificado (value not identified) — enter the value in Editar fatura.
  • The file is a low-quality photo or scan.
  • The file bundles more than one charge.
  • The confidence badge is not Alta confiança (high confidence).

Next

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