Non LEDES AI Invoice Capture in Collaborati.
What is AI Powered Non-LEDES Invoice Capture?
The Non-LEDES AI Invoice Capture process automates the conversion of Non-LEDES invoice PDF files into a format that seamlessly integrates with Collaborati. Powered by artificial intelligence, this process extracts key data such as line items from PDF invoices. The extracted data is then formatted and imported directly into the Collaborati platform, where it is saved as a new Collaborati invoice record.
The outcome is a fully functional invoice that is indistinguishable from one created manually or uploaded through a traditional LEDES file. This enables faster processing and greater efficiency without sacrificing accuracy.
Details of the AI Being Used
The Non-LEDES AI Invoice Capture process leverages Claude, an advanced AI tool hosted on Amazon Web Services (AWS), to extract and process data from PDF invoices. The system prioritizes efficiency, accuracy, and security, while maintaining strict data privacy and compliance standards. Key aspects of the AI being used are outlined below:
Claude (Hosted in AWS Environment):
Claude is the AI tool responsible for processing and extracting data from PDF invoices into a suitable format. It specializes in automating the parsing of invoice data, including invoice details and line items, to enable seamless integration into the Collaborati platform. For more information on Claude click here.
Data Handling and Privacy:
- Claude operates on a transient data model, ensuring that no invoice data is stored during or after the processing of PDF invoices.
- All data is wiped immediately upon the completion of each API call, ensuring robust security measures.
- The invoice data is processed exclusively for the specific firm and its associated clients, guaranteeing complete data isolation.
Training and Model Usage:
The invoice data processed by Claude is not used to train or improve the AI model. This ensures that your data remains private and is utilized solely for PDF parsing and invoice generation.
Data Workflow
When a user uploads a PDF invoice in Collaborati, the following steps outline the data flow:
- Upload and Parsing: The uploaded PDF is parsed and chunked within the Miratech AWS environment.
- AI Processing: The parsed data is sent to AWS Bedrock, where an AI tool extracts the invoice metadata and line items.
- Data Cleaning and Processing: The extracted data is returned to Miratech AWS, where it undergoes cleaning and processing to prepare it for Collaborati invoice integration.
- Integration with Collaborati: The processed data is converted into a digital PDF and sent to Collaborati for invoice processing.
List of Fields ingested by AI process
The AI tool (Claude) processes uploaded PDF invoices, extracting both the invoice-level and line-item-level information during the processing. Below are the fields ingested by the AI tool:
Invoice fields:
- Invoice Number
- Invoice Date
- Billing Start Date
- Billing End Date
- Invoice Description
- Invoice Total
- Invoice Discount
- Invoice Tax Rate and Total
Line Item fields:
- Type (Fee or Expense)
- Timekeeper
- Date
- Description
- Fee/Expense Code
- Rate/Price
- Hours/Units
- Line Item Total
AI Terms and Conditions
The Non-LEDES Invoice Capture process powered by AI adheres to the highest standards of data privacy and security:
- Confidentiality & Security: Invoice data remains confidential and is processed solely for the specific request, never shared or stored beyond that purpose.
- No Data Retention: Data is processed in real-time. After the invoice is converted and stored in Collaborati, all extracted data is permanently deleted by the AI tool.
- No AI Model Training: Invoice data is not used to train or enhance the AI model, ensuring that sensitive financial information is not reused for any other purpose.
- Firm & Client Data Isolation: Data is handled exclusively within the context of the firm and its clients, preventing any unauthorized sharing or cross-contamination.
Data Workflow and How the AI Works
The Non-LEDES Invoice Capture process is powered by Claude, an AI tool hosted on AWS. The AI follows a structured workflow to process Non-LEDES invoices, which are covered on Data Flow and AI Details Sections.
Frequently Asked Questions (FAQs)
Q).What is AI-powered Non-LEDES Invoice Capture?
A).AI-powered Non-LEDES Invoice Capture is an automated process that uses artificial intelligence to convert Non-LEDES PDF invoice files into a format that integrates seamlessly with the Collaborati platform. The extracted data is formatted and imported into Collaborati as a regular invoice record, indistinguishable from a manually created or LEDES-uploaded invoice.
Q).Which AI technology powers the process?
A).The process is powered by Claude, an advanced AI tool hosted in the Amazon Web Services (AWS) environment. Claude automates the extraction and processing of invoice data, focusing on efficiency, accuracy, and security.
Q).Is my invoice data used to improve the AI system?
A).No, the data processed by Claude is not used to train or enhance the AI model. It is exclusively used to process the specific invoice data for your firm and its associated clients, ensuring complete data isolation and privacy.
Q). How is data privacy ensured during AI processing?
A). Claude operates with a transient data model, meaning that no invoice data is stored during or after the AI processing. Once the API call is completed, the data is immediately wiped from the system, ensuring that your information remains private and secure. Furthermore, the data processed by Claude is not used for training the AI model. This ensures that your data is used solely for the purpose of parsing PDF invoices and generating invoice records in Collaborati.
Q).How does the AI handle data flow?
A). The process involves:
- Uploading a PDF invoice.
- Extracting and processing data via the Claude AI.
- Formatting and saving the data into Collaborati as a complete invoice record.
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