Services/Process Automation (RPA)
AISDC's invoice OCR reads the invoices your vendors send automatically — the stamped XML, the PDF, or even a photo of a receipt — and extracts folio number, tax ID, line items, taxes, and totals without anyone typing them in by hand. Every extracted field is checked against the CFDI XML itself and, when needed, against Mexico's official invoice verification portal, to confirm the document is valid and has not been cancelled before it reaches your accounts payable process. Instead of your accounting team opening dozens of emails and keying in each line, the system classifies, validates, and loads the data in minutes, stepping aside for a human only when something genuinely does not match.
We review how vendors reach you today — email, portal, WhatsApp — which formats show up (XML, PDF, or photo), how many invoices you process monthly, and where in accounts payable delays pile up.
We define which fields the system must read from each document type, which checks apply against the SAT (folio, tax ID, cancellation status), and how each invoice gets matched to a purchase order or cost center.
We build the OCR engine and connect it to your inbox, your vendor portal, and your ERP or accounting system, so every validated invoice loads automatically without double entry.
We train your accounts payable team, run the first weeks in parallel with your current process to calibrate accuracy, and stay available to adjust rules as your vendor mix changes.
The system prioritizes the stamped XML as the fiscal source — it is the file the SAT recognizes — and falls back to the PDF or a photo of the invoice only when the vendor does not attach the XML.
Automatically captures the UUID, issuer and receiver tax IDs, each billed line item, VAT, and total — ready to post to your accounting record without manual transcription.
Checks folio, tax ID, and status for every invoice against Mexico's official CFDI verification portal, catching cancelled or fraudulent invoices before payment gets scheduled.
Automatically compares the billed amount and line items against the matching purchase order or contract, and flags discrepancies for review before a payment is approved.
Flags a folio that arrives twice, a tax ID that does not match the registered vendor, or an amount that falls outside the expected range, before the payment gets processed.
Sends every validated invoice to your ERP or accounting system with the correct fields already filled in, so your team reviews and approves instead of entering data from scratch.
Businesses where every vendor sends receipts differently — XML by email, a PDF attachment, or even a photo over WhatsApp — need a reader that can extract folio number, tax ID, and amounts regardless of the format it arrives in.
When your accounting team spends more time keying in invoices than reviewing and paying them on time, invoice OCR frees up those hours for analysis and cash-flow control.
Operations where each location receives its own invoices need a single central point for reading and validation, with consolidated reporting for headquarters.
Businesses that require every invoice to match an authorized purchase order before payment, and today do that comparison by hand against spreadsheets.
Teams that need every invoice for the month classified, validated, and posted before the cutoff, with no receipts left waiting on manual entry at period end.
It is a system that automatically reads the content of your vendor invoices — the stamped XML, the PDF, or a photo of the receipt — and extracts the key fields: folio number, tax ID, line items, taxes, and total, without anyone typing them in by hand. The stamped XML is the file Mexico's SAT recognizes as the valid fiscal document, so the system reads it with very high accuracy since it already comes structured; the PDF or a photo is only the printed representation, so there the OCR has to recognize text inside an image, which is more error-prone and worth a quick review. Either way, the data lands ready for your accounting system in seconds, not minutes per invoice.
It takes the fiscal folio (UUID) and the issuer and receiver tax IDs extracted from the document and checks them against the SAT's official CFDI verification portal, which confirms whether the invoice is active or has already been cancelled. That check runs before the invoice moves forward into your payment process.
Yes. During discovery we review which system you use — SAP Business One, Odoo, CONTPAQi, or another — and build the integration so every validated invoice posts directly with the fields your system expects, with no manual file export or import.
The system processes those documents using text recognition on the image, but flags the invoice as pending XML, because without the stamped file its fiscal validity cannot be confirmed with the SAT. Many companies use that flag to request the XML from the vendor before scheduling payment.
This OCR solves the capture layer: it takes the XML, PDF, or photo of the invoice and extracts folio number, tax ID, line items, and amounts already structured. Accounts payable automation is the full process that comes after — routing each invoice to the right approver, scheduling payment, and reconciling it against your bank. Many companies use this OCR as the data entry point and then feed that information into their approval and payment workflow, whether their own or one we build for them.
Tell us how your real estate business operates and we will propose a system designed for your process.
Talk to AISDC