OCR and Cost Categorization
Cost invoices from file upload, photo, email, or KSeF enter a workflow with data extraction, categories, projects, and approval routing.
Costs from many sources in one process
Costs reach the company through many channels: a PDF in email, a phone photo, a manual file upload, a KSeF document, or an invoice sent by an employee. Without one process, it is easy to lose a document, describe it too late, or retype the same data several times.
Altera receives expense invoices in one place and helps extract the key data: contractor, tax ID, amounts, dates, and basic information needed for further work.
<PHOTO: adding an expense invoice with visible OCR processing status>
Less manual entry
OCR reduces manual invoice data entry. The user does not start from an empty form, but from a document that the system tries to read and organize.
This shortens cost registration and reduces mistakes caused by retyping tax IDs, dates, amounts, and contractor data.
Categories and projects
After extraction, the document can be described: cost category, project, payment status, and additional details can be assigned. This data later feeds approval workflow, controlling, and finance reports.
<PHOTO: expense invoice with assigned cost category, project, and payment status>
Handling exceptions
If the automation is not confident, the document can go to verification. In unusual cases, the team can correct data, split incorrectly merged files, combine several files into one document, or move the cost to another company.
Automation does not block work on less typical documents. The system accelerates standard cases while leaving control to the user where a decision is needed.
KSeF and external costs
After KSeF integration, expense invoices can enter Altera automatically. This matters especially with many suppliers and documents that no longer arrive through traditional email.
Regardless of the source, the document enters the same process: extraction, description, category, project, approval, payment, and accounting.
Value for controlling
A well-described cost does not end with accounting. Category and project data later help analyze profitability, cost structure, and budget without rebuilding data in a spreadsheet.
Want to see this feature on your workflow?
In a demo, we will walk through your documents, roles, and edge cases to show where automation can help first.