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How do I automate document handling with Juni Smart Extract?

Updated today

Overview

With Juni Smart Extract, you don't have to manually enter details from receipts and invoices. Simply upload the document and save time as our smart OCR technology automatically reads important invoice details and matches them to the correct fields.


How to

  1. Upload receipts and invoices in one of the following ways:

  2. Once the document is uploaded

    • Juni’s OCR technology, Smart Extract, automatically fills in the invoice details

  3. Double-check all the information that has been extracted

    • Fields to review: Any fields that could not be filled automatically will be flagged for your review

    • Mandatory fields: The amount and currency must always be entered for an invoice to be saved. You can fill in all the information at once, or save the invoice and come back later to edit the details


Frequently Asked Questions

How does Juni Smart Extract work?

Juni Smart Extract uses OCR (Optical Character Recognition) technology to automatically read key data from receipts and invoices, whether they are in PDF format, scanned images, or emails. The extracted data is then fed into matching, categorisation, and pre-fill workflows to automate your accounting.

Which file types are supported?

We support PDF, image files (.jpeg, .png, .HEIC), and email text.

Why isn't a receipt matched automatically?

Common reasons why a receipt is not matched automatically include:

  1. Insufficient documentation

  2. Duplicates

  3. The receipt does not belong to a transaction registered in Juni

If Juni does not match a valid receipt, you can easily do it manually in the platform.

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