How Does Automatic Document Reading with AI (OCR) Work?

Automatic document reading with AI, known as OCR, works by sending an image or file, like an invoice or contract, so the AI can identify the data and automatically create a structured record, with no manual typing. The process takes seconds and eliminates one of the most repetitive tasks in operations.

Typing data from documents is one of the most exhausting tasks at any company. Invoices, contracts, and receipts arrive in different formats, and someone has to manually transcribe each piece of information into a spreadsheet or system.

Beyond taking up time, manual typing is one of the biggest sources of error in operations. A wrong number or a forgotten field can trigger a chain of rework, especially when the document feeds into a financial or approval process.

Pain points that automatic document reading solves

  • Excessive time spent typing data from invoices and contracts
  • Typing errors that generate rework in other areas
  • Documents piling up with no filing standard
  • Lack of traceability over who registered each piece of information
  • Dependence on a specific person for this type of task

How AI-powered OCR works in practice

  • The user sends a photo, PDF, or image of the document to the system
  • The AI automatically identifies the relevant fields, like value and date
  • The extracted data creates or updates a row in a table automatically
  • The original document stays attached to the record for future reference
  • The process works for invoices as well as contracts and receipts

What to evaluate in an AI-powered OCR tool

  • Whether the extraction recognizes different document formats with no extra configuration
  • Whether the extracted data feeds directly into a process, like approval or registration
  • Whether there's human review before confirming the extracted data
  • Whether the original document stays saved alongside the record it generates
  • Whether the tool integrates with other systems, like an ERP, after extraction

Jestor has the Image Reader feature for this type of reading:

  • Jestor reads invoices, contracts, and images automatically with Image Reader (OCR)
  • The data Jestor extracts creates the row in the table with no manual typing
  • Jestor keeps the original document attached to the record it creates
  • The extraction connects to approval flows and integrations, like Omie and Conta Azul

Frequently asked questions

Does AI-powered OCR work for any type of document? It works well for invoices, contracts, and receipts with identifiable text and fields.

Do I need to review the data extracted by AI? It's recommended to review it before confirming, especially in financial processes. See more at jestor.com.

Does automatic reading replace the management system? No, it feeds the processes and systems the company already uses.

Automatic document reading with AI turns manual, repetitive work into an automatic step within the operation.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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