How to Use OCR to Read Invoices Inside Approval Flows

Using OCR to read invoices inside approval flows means attaching the invoice to the request, letting the system extract supplier, value, and date automatically, and having that data feed directly into the alçada-based approval — no manual typing before the approval even starts. In Jestor, this is a native part of the OCR field.

The slowest part of many approval flows isn't the approval decision itself — it's the data entry that happens before anyone even sees the request.

What OCR removes from the approval process

Manual typing of invoice data before a request even reaches an approver
Typos in supplier names, values, or dates from manual entry
Delays caused by someone reading a PDF and transcribing it by hand
Inconsistent formatting between different people entering data

How OCR fits into the approval flow

Attach the invoice photo, scan, or PDF to the OCR field on the request
The system extracts and fills the connected fields automatically
The pre-filled request then follows the alçada rules as normal
Once approved, the same data flows into Omie without re-entry

Why Jestor fits this use case

OCR is native to the platform's tables, not a separate tool bolted on
Extracted data feeds directly into the same approval and ERP flow
Usage is tracked as processed pages, visible inside your usage metrics
Reduces both the time to submit a request and the error rate in the data

Without OCR	With OCR in the approval flow
Manual typing before approval	Fields fill automatically from the document
Typos reaching the approver	Data comes straight from the invoice

Video Tutorial: See It in Action

🎥 Video Tutorial: Leitor de documentos com AI

See how AI-powered OCR fills invoice data automatically.

Frequently Asked Questions

Can OCR read handwritten invoices? Results are best with printed or digital documents; handwriting can vary in accuracy. More at jestor.com.

Does OCR replace the approver's review? No, it removes data entry; the approval decision still follows your alçada rules.

Is OCR usage limited? It's tracked as processed pages within your usage metrics.

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