Get data from your documents into Power BI
Invoices
Automatically extract supplier details, invoice numbers, dates and line items from invoices, feeding data directly into Power BI datasets for real-time AP dashboards and cash flow insights.
Purchase orders
Extract PO numbers, supplier details, items and amounts from purchase orders, feeding Power BI datasets for procurement spend analysis and supplier performance tracking to optimize purchasing decisions.
Expense reports
Extract employee details, dates, amounts and categories from expense forms and receipts, feeding Power BI for trend analysis to strengthen expense control and detect anomalies.
Sales orders
Extract customer details, order numbers, items and revenue from sales orders, feeding Power BI dashboards for real-time sales performance tracking to improve forecasting accuracy and pipeline visibility.
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