AI at Work Playbook

💰 Finance & Accounting

Extract invoice data with OCR into your accounting flow

💰 Finance & AccountingMakeIntermediate

Task · AP invoice processing
Time saved · 2-4 hrs per week (estimate, not measured)

Steps

  1. Open the template from the source link
  2. Connect the listed apps with your own credentials
  3. Edit the AI prompt, filters and thresholds for your process
  4. Run on test data, then switch on with human review of outputs

Prompt / template

n/a - template uses an OCR extraction step on supplier invoice PDFs

Source · https://www.make.com/en/templates/15628-extract-data-from-invoices-using-ocr
Last checked · 2026-10-16

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