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AI Builder Invoice Processing for Power Apps and Power Automate 

Shane Young
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Learn to use AI Builder Invoice Processing with Power App and Power Automate Cloud Flows to streamline your business and accounting processes for working with invoices. Double entry accounting, reviewing and editing, and even zooming in on the original invoice are all possible and demonstrated in this video. All content is saved to SharePoint to keep licensing costs to a minimum.
0:00 AI Builder Invoice Processing for Power Apps and Power Automate
1:12 Demo of the complete working solution for scanning invoices, processing them, and manually editing the output
9:53 Building a Power Automate flow using AI Builder Extract information from Invoice
13:00 AI Builder Explore and sign up for the free trial along with a brief explanation of the license capacity you need to purchase
Power Apps Consulting and training at www.PowerApps911.com
Download the complete working app by signing up here training.powerapps911.com/cou...

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14 июл 2024

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Комментарии : 78   
@nalasha79
@nalasha79 8 месяцев назад
We really need a new version of this for the latest processes for using the AI models. You are the reason I can do anything on Power Apps. Thank you for your training!
@ShanesCows
@ShanesCows 8 месяцев назад
What is different from this video? Or do you just mean using some of hte other models?
@elisedantuma8933
@elisedantuma8933 7 месяцев назад
@@ShanesCows I was working on developing something like this for my organization and power automate looks very different now. I can't seem to find where I would see the outputs generated like you do in your flow. Setup my flow the same exact way and it tested/worked fine with no issues. But can't find the outputs.
@rodmiddleton8268
@rodmiddleton8268 Год назад
Another awesome video. Can't wait for the follow-up video on training models. Thanks!
@waynecollins8568
@waynecollins8568 10 месяцев назад
Me too, this will be very helpful for me as we have a lot of invoices to process
@oluwatobiyusuf
@oluwatobiyusuf 2 года назад
Thanks for an awesome video and sharing more light on AI builder capabilities in flow
@wendymason3263
@wendymason3263 Год назад
Thanks once again Shane, this is really amazing 👏👏 Would love to see more AI videos 😊
@ShanesCows
@ShanesCows Год назад
Will do Wendy. 😎
@sotirisgeorgakakos2324
@sotirisgeorgakakos2324 2 года назад
Thanks a lot for this app!!! That will save lot of trees (no hard copy needed proofing accounting transactions). You are the best!!!!
@ShanesCows
@ShanesCows 2 года назад
Love it! 😍
@user-tq5ch8kj1x
@user-tq5ch8kj1x 10 месяцев назад
This is great Shaun. The only extra's i think we need would be to have an approved/not approved filed and imported/not imported field in the SharePoint library and update them accordingly. I.E. The powerapp would need to allow the user to approve an invoice which would then enable it ready for import. A separate flow would then be use to pick up the invoice data where the invoice has been approved but not imported. I would just export it to an Excel spreadsheet in the correct format that we can upload to our accounting system. The one thing I don't know is how we would match the supplier name in the accounting system with the one the AI builder has picked up as they will not necessarily be perfectly correct. Somehow, we will need a mapping table, like a list exported regularly from our accounting system and uploaded to SharePoint which can be used in the app to make sure it is correct. That may take a bit of time! Its amazing what these tools can do. Also I just saw that Power automate now has a $15 per month tier which includes 5000 ai builder credits
@ShanesCows
@ShanesCows 10 месяцев назад
Use a LookUp function to Lookup from the info AI BUilder extracts to the mapping table. :)
@MichaelDeBlasis1369
@MichaelDeBlasis1369 2 месяца назад
My Boss to me. Mike We need to process and generate invoices with this app you made us. Me to boss. OK I'll check Shane's youtube page for it because if it exists, he's made a video of it. AND it's right there. HA! always here for us SHANE. TY!
@ShanesCows
@ShanesCows 2 месяца назад
Glad to help 🤩 For creating invoices I would go the PDF route ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-pFlwYy8ijiA.html 😉
@JwyanzeLibert
@JwyanzeLibert Год назад
Oh I missed Shane's videos, always the best
@ShanesCows
@ShanesCows Год назад
Thanks :)
@JwyanzeLibert
@JwyanzeLibert Год назад
@@ShanesCows I owe so much to you and your videos. Keep it up.
@randomnetizen3681
@randomnetizen3681 Год назад
Shane Young's the guy as always. 💯
@ShanesCows
@ShanesCows Год назад
Thanks
@krumpittv5459
@krumpittv5459 2 года назад
Hi Shane, love love love this. I actually did similar with delivery dockets but no AI. I could implement AI where barcodes are not available (different docket). Thanks for the info. One thing I would like you to video is implementing a button to cycle the next item in the gallery rather than going back to the gallery and selecting from the list. I found online docs that helped me build the button. Its not perfect but it does work. Although im sure you could make it sing
@ShanesCows
@ShanesCows 2 года назад
I need to think about that concept, it isn't one I have tackled before. 🤔
@krumpittv5459
@krumpittv5459 2 года назад
@@ShanesCows Im happy to share what I found/did as a starting point. I know you would love it
@ShanesCows
@ShanesCows 2 года назад
Shoot me an email with more info and I will try to take a look. shane at powerapps911 dot com Thanks :)
@fernandoalsina9368
@fernandoalsina9368 2 года назад
Thank you, this is a very powerfull new world. You always use lists with links to the documents in separate library. Don't you consider just a library with document metadata?
@jacquesbruneau4371
@jacquesbruneau4371 Год назад
Hello. This is amazing and a solution for business. However the cost of using AI builder at 500$ for 2000 invoices or documents is a major deterrent for small businesses. Above 2000 documents it increases by another 500$...
@ShanesCows
@ShanesCows Год назад
Agree the pricing isn't cheap. But we are seeing some customers use this in instances where they cannot afford to hire another person/or can't find another person. In that context it is much more affordable.
@MrSilaskling
@MrSilaskling 2 года назад
Do they have anything like this for receipts? I’m thinking this would be super helpful for expenses reports.
@edjk6278
@edjk6278 Год назад
Thanks for the video. I have a question. I am trying to perform math with output from AI builder but I cannot convert the data type to integer using int( ). Is this possible? How can this be accomplished?
@infy25
@infy25 2 года назад
Hi Shane, i am big fan of yours as your videos solve the real time issues. Thank you for this video which I am looking and working on months together. One thing I want to add in this, how to filter the invoices in powerapos which are not verified or audited, something should be there in SharePoint to tell me these invoices you audited and edited or you audited but everything fine, no correction done. Pls guide
@infy25
@infy25 2 года назад
Do you have any other videos which addressing the filter in powerapps with any column in SharePoint which help to identify which are the one edited and what was edited?
@lxz86
@lxz86 2 года назад
POWER USEFUL
@ShanesCows
@ShanesCows 2 года назад
😂 Thanks 🐶
@tejaspatel5247
@tejaspatel5247 4 месяца назад
Hi Shane, thank you for all the great videos you share. They have honestly helped me a lot to understand different processes and get through road-blocks. I had a quick question I was hoping you would be able to help me with: I made an AI model that extracts information from a pdf. I am using this model in a Power Automate (cloud) flow to extract information from the pdf and write into an Excel file on OneDrive. Everytime I make changes to the flow and test it I end up consuming a lot of AI builder credits (due to multiple test runs). Is there a way for me to use fewer credits while I am in dev phase where I am testing and finalizing the flow? Have you tried using “static results” for the steps in Power automate flow and does this help reduce the AI builder credit useage?
@ShanesCows
@ShanesCows 3 месяца назад
I have not tried Static Results but probably worth a try. Sorry, I don't have any use less credit tips but I should think about that. Would be a good topic for sure.
@seanfegan6224
@seanfegan6224 Год назад
Hi Shane if i purchase the package one time will I be able to use these applications forever?
@TheWorktest
@TheWorktest Год назад
Hi, I am looking for the video tutorial on building the invoice validation section shown in this video. Is there one and if so could you please share the link, thanks
@agoc10
@agoc10 Год назад
Hi Shane, Thank you for this is a great video. My question is the AI builder need premium license work?
@ShanesCows
@ShanesCows Год назад
You have to buy ai credits to use it.
@jesterc
@jesterc Год назад
Thanks so much for this really helpful - how did you manage to add the image of the invoice in your viewer. I have added the file as an attachment to the list - and I can open it - but would love to be able to view it within the PowerApp in the same way you are viewing the image
@ShanesCows
@ShanesCows Год назад
Calvin this shoudl help. I cover my zoom in its own video. :) ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-OoqlEqms6F8.html
@infy25
@infy25 2 года назад
Where can I find the video on powerpps tutorial of this video Shane?
@cbtjoe
@cbtjoe 2 года назад
Once again, you are so timely with what I was just working on. In my case, I am using the AI to determine if an invoice has "Late Fees" included so that I can alert someone. My pay request form is a list that also holds attachments. Having hard time using the 'when new file is created" trigger as it can't find the folder where attachments to list items are stored. So i'm using 'when an item is created" trigger, then Get Attachments>> Get Attachment Content... ugh.. Do you know if i can still use the ''when new file is created" here? /attachments seems to be a hidden path for list items... Then, after putting all the Line Items into a Create HTML Table, i add a condition to see if the table contains "Late" or "fee" - well it don't like that.. keeps going to false even though I clearly see Late Fees in the table output. So i Compose all the Line Items and then test to see if the Compose "startswith" "Late" and that seems to be working but don't know why my first condition does not when testing against the HTML table. Any ideas? Thanks Shane! - Joe
@ShanesCows
@ShanesCows 2 года назад
Joe - I would think about shoving it all into a string and then search against that, instead of a table. Might go easier.
@cbtjoe
@cbtjoe 2 года назад
@@ShanesCows Doesn't a 'Compose' create a "string"?
@cbtjoe
@cbtjoe 2 года назад
Oh, maybe you didn’t see that I had it in a string (compose)?
@mikoscience
@mikoscience 2 года назад
We tried using the prebuilt one for multiple vendor invoices with varying levels of detection. Do you know if the prebuilt model improves over time or is it stuck to always not be able to detect the same invoice it had problems in the past?
@ShanesCows
@ShanesCows 2 года назад
That is a great question. I assume the prebuilt is getting better over time but probably not specifically for your invoice. YOu might have to go the route to train on your own model. 😬
@ankithguptha5184
@ankithguptha5184 Год назад
Hello can you make a video on how to extract data from invoices received in the form of documents within Outlook.Dataverse serves as the application’s backend here .
@ShanesCows
@ShanesCows Год назад
When an email arrives is your flow trigger, set the property to only trigger when their is attachments. First action Get Attachments from the email. Then you should be able to pick up from this video. 😎
@gavinsmith5738
@gavinsmith5738 10 месяцев назад
Hi Shaun, have you or does anyone perhaps know how you could validate invoice information and then have a condition whereby if the information (some basic calculations) does not add up, the invoice gets sent for a manual review. In your example your line item QTY x Unit Price sometimes added up to $ 1 100.00 and nor $ 11.00. Can you build a flow/exception whereby if basic calcs like this happen the invoice is sent somewhere for manual review prior too going for approval? Any guidance would be greatly appreciated (I'm fresh to Power Platform)
@jallabalaram4331
@jallabalaram4331 11 месяцев назад
Hi Shane, I'm trying to extract data from table using AI Builder. That table in more than one page. But I'm getting first table data only. Please help on this.
@glira1365
@glira1365 7 месяцев назад
hello Shane... Can this model work for Purchase Orders with zero or Little changes to the trained model?
@ShanesCows
@ShanesCows 7 месяцев назад
I think it would be worth a try. I trained it zero for this demo. 🤩
@vishalwattamwar9592
@vishalwattamwar9592 Год назад
Could you please add video for custom AI builder model and train it as I have 1200 formats of invoices.
@NarnawareSunil
@NarnawareSunil 2 года назад
Hi Shane, do you get requirements where user asks to capture invoice when using AI builder models.?. I know currently it doesn't support capturing signatures.. Any workaround to know if signature is present on invoice or not?
@mirzasadiquebaig5798
@mirzasadiquebaig5798 2 года назад
Thanks a lot ☺️ 👍
@ShanesCows
@ShanesCows 2 года назад
Nothing that I know of. 🤔
@NarnawareSunil
@NarnawareSunil 2 года назад
@@ShanesCows Sorry.. I missed out on word 'signature' in first sentence.. so I was saying if user ever asks to capture signature from invoice/form to validate that the captured form is complete in a sense.. but I hear you.. I tried using text component of Form Field Recognition but no luck.. it would be cool to have such feature..but as always thank you for sharing this one with us.. 🧡
@colby4390
@colby4390 2 года назад
Is anyone experiencing a massive slow down in the Power Apps editor? Sometimes apps can take an extremely long time to open and save. I have actually saved progress and then find out later when I reopened the app those changes did not save.
@ShanesCows
@ShanesCows 2 года назад
Colby is your app maybe getting too big? Do you have too many controls/variables/datasources/collections? Usually that is the first thing that makes an app slow in the Editor.
@junbecks
@junbecks 9 месяцев назад
Hi Shane, will this work if the invoice is two pages long? I plan to scan the invoices, save them into my sharepoint, but there will be instances where invoices are more than 1 page long.
@ShanesCows
@ShanesCows 9 месяцев назад
AI Builder can handle multiple pages, I didn't try it with what I built but we have customers doing large invoice with similar setup.
@junbecks
@junbecks 9 месяцев назад
@@ShanesCows thank you!
@piocha88
@piocha88 Год назад
How to make it a Cycle ? so the AI builder review different invoices all night?
@ShanesCows
@ShanesCows Год назад
Jesus you would need to write a Power Automate flow if you want it to run unattended. A lot like shown in the video.
@philippnajorka8885
@philippnajorka8885 Год назад
Hi Shane! How would I now integrate that information into business central?
@ShanesCows
@ShanesCows Год назад
I haven't done much with BC. I think it is at least partially Dataverse based, have tried to see if you can connect to it directly. learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-powerapps
@karlnixon5606
@karlnixon5606 2 года назад
I assume that you would only create custom AI forms for those invoices which AI Builder Invoice Processing has trouble recognising?
@karlnixon5606
@karlnixon5606 2 года назад
Also any way to add an additional field to the AI Builder Invoice Processing model? ie Supplier Tax Number
@ShanesCows
@ShanesCows 2 года назад
Exactly Karl - Train only if you have to. But if you want to add an additional field, like Supplier Tax Number, then you will have to train.
@hokemspitter
@hokemspitter 2 года назад
Hi. For some reason, when I test the flow Invoice Video, it fails stating that input parameters aren't correct for AI. I go back in to edit the flow and the AI Step for the Invoice File has changed from "File Content" to "Body". I am guessing that this is why the input fails, but when I change it to "File Content" and test it, it changes it back to "Body". Any suggestions on this would be appreciated. Thanks.
@ShanesCows
@ShanesCows 2 года назад
Howard that is super weird. Are you doing exactly the same thing I show in the video? You might also try creating a new flow and building it again. I am not sure but am curious what is causing it.
@hokemspitter
@hokemspitter 2 года назад
@@ShanesCows I recreated the flow and the same issue. The parameter I used for the AI Builder Extract from invoices was "File Contnet" and when I save and come back to it, it has changed to "Body". Also, don't know if it's related, but when I setup the Get file content step, the site address doesn't include Documents/Invoices in it's path and I don't see how/where to specify that. I do add the File Identifier "Identifier" but how could it know from where?
@ShanesCows
@ShanesCows 2 года назад
@@hokemspitter Email a screenshot of the flow with the steps expanded out. shane at powerapps911 dot com
@hokemspitter
@hokemspitter 2 года назад
@@ShanesCows Sent
@laikahmed7120
@laikahmed7120 Год назад
Hi Shane or Howard, even I have exactly the same issue ... we're you able to resolve this? If yes, can you pls share how we're you able to do that? Thanx 😊
@KiyoshiNagata-rd6hv
@KiyoshiNagata-rd6hv 4 месяца назад
this work with multiple structure of invoices (?)
@ShanesCows
@ShanesCows 4 месяца назад
Yes, we have a client using it for dozens of different invoice from different vendors. They had to do some manual training for some invoices though.
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