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# How to Use AI in Financial Document Processing
- URL: https://blog.jestor.com/use-ai-in-financial-document-processing/
- Published: 2026-09-17T22:39:46.000Z
- Updated: 2026-09-17T22:39:46.000Z
- Author: Bruno Bannach

To **use AI in financial document processing**, apply it to transcription and keep it away from authorization. The volume is in the first; the risk is in the second.

## Where the volume actually is

Most finance document work is reading and typing.

- Invoices arriving from many suppliers in different formats
- Values and dates typed into a request form
- Documents chased, received, and filed
- Data verified against what was ordered

## What to automate, and what not to

| Step                            | AI?                                |
| ------------------------------- | ---------------------------------- |
| **Extracting values and dates** | Yes — document reading             |
| **Identifying the supplier**    | Yes — extracted from the document  |
| **Categorizing the expense**    | Yes, within permitted fields       |
| **Approving the payment**       | No — authority stays human         |
| **Verifying against the order** | A checklist, completed by a person |

## How to set it up in Jestor

1. Add a document reader field to the payables table in **Jestor**.
2. Select the fields it should extract — value, dates, supplier details.
3. Let an agent categorize within its permitted fields only.
4. Keep approval fields outside the agent's permissions entirely.
5. Add a checklist so a person verifies before the payment advances.

## Why Jestor is the best complement to Omie for finance automation

The integration is native, with no middleware — so an extracted, categorized, and approved request becomes a payable without a second entry.

The **ERP** keeps accounting and tax throughout; AI is applied to the transcription that precedes the entry, which is where the manual work was.

## Frequently Asked Questions

### Should AI approve payments?

No — authority stays with people. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### What can it extract?

Values, dates, parties, and registration numbers.

### How is document reading charged?

Per page processed.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.