ABBYY

Technology
Summit
2016
ABBYY NAHQ, 2016
Todd Pratt

© ABBYY Confidential
Presenting a
compelling FCI
Technical Demo

And three dreaded questions

every Sales Engineer cringes
to hear.

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 Dreaded question #1:
“What is the OCR accuracy?”

What kind of accuracy can I expect from this system? More times than I can count I’ve
encountered companies that base their ROI on the percentage of “no touch”
documents they expect to achieve. Here are some of the factors that go into that
equation:

1) Image quality
2) Paper quality
3) Type of print
4) Scanner quality
5) Capture resolution
6) Extraction method
7) Business Rules
8) OCR engine

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 What is the REAL goal of AP
capture?
Most customers think of OCR accuracy as the main goal of a capture system. Well, it’s
not. Efficiency is the main goal. OCR is simply one of the tools used to implement an
efficient process. Sometimes, OCR isn’t even warranted. Equally important
considerations are:

• Capture Goals
– Classification
– Separation
– Metadata
• Reducing prep and sorting
– Mailroom process
– Distributed paper
• Dealing with outliers
– What happens when there is a problem?
• Moving processes up front
– The later an issue is found, the more expensive.

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 Typical AP Capture Flow
Mobile MFPs

Network • 10010
Faxes Directories
Invoice Number
• ABC, Inc.Name
Vendor
• 30 JanuaryDate
Purchase 2008
• $ 6,014.81
Subtotal
E-mail • $ 6,025.88
Grand Total
• Net 30 Days
Payment Terms
Scanners

Capture
Capture Classify
Classify Extract
Extract Verify
Verify Deliver
Deliver

Capture documents Automatically Index or extractEnsure data accuracy

Deliver images and
from central and identify, organize, business-criticalusing business rules,
data to ECM, ERP
distributed and route differentdata based on the database lookups, and
or other systems.
locations document types document type manual correction

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 Multi-channel Capture

E-mail FTP

Web-based scanning Mobile Device

MFP, local scanning Fax Server
Fax

• 20% of organizations print electronic documents and process

them manually or scan them into the capture process (AIIM,
2013)
• Processing of paper and electronic invoices in the same flow
brings significant cost savings

Capture Classify Extract Verify Deliver MFPs 6

Mobile
Dreaded question #2:
“Can the software separate invoices
automatically?”
● Short answer, Yes.
ABBYY can be configured to extract key
values that uniquely identify an invoice
(Inv#, Inv Date, Total, Etc.); examine all of
the images in the batch and determine
between which pages those values
change, then separate the pages into
documents according to the changes.

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Dreaded question #2:
“Can the software separate invoices
automatically?”
● Long answer, it’s not generally the
most efficient approach.
● Why? Because it requires a second
touch-point to ensure separation
happened properly.
● When is it appropriate?
● High quality, or digital images
● Predictable formats

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 Vendor And Buyer Identification
Database Lookup
• Supplier and buying BU information is
checked against your master data in the ERP
• Suppliers and buying BUs may be identified
by name, address, phone number, website
• Multiple addresses and/or
name spelling variations
for the same supplier/buyer
are allowed

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 Vendor And Buyer Identification

 Invoice number and date

 Name and address of the buyer BU
 Name and address of the supplier
 Delivery date
 Purchase order data
 Line items: description of goods,
quantity, unit and total price
 Currency and total

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 PO Matching

For successful automatic three way matching to occur one of these conditions needs to be met.
• The supplier provides positional data on their invoice indicating which PO line each invoice line
ties to.
• Consistent data, such as part numbers, between the PO file and the invoice are present for the
system to identify the positional data.
• Match checks that can identify a quantity, unit price, and total amount that correspond to the
same data on a PO

In most cases this is an iterative

process and requires collaboration
with suppliers to satisfy one of these
conditions.

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Dreaded question #3:
“Can I capture line items from NPO invoices?”
We can perhaps capture line data from
those NPO invoices that have a defined
table structure, but capturing that data
does not necessarily lead to efficiency
gain.

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 Training

• Vendor Specific Training

– Requires 3 samples to create a 2. Click “Train” button
‘stable’ training set
– Operators choose whether training
is appropriate
– Training occurs in ‘real time’

1. Select the correct

area on the image

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 Delivery of Data

• What is the next step after Invoice Capture?

– Workflow Systems, ECM Systems, ERP Systems

• Why has ABBYY not built connectors to the major ERP system?
– We have. But integration is rarely a COTS applications.

• How do I get data from FlexiCapture into my customer’s ERP?

– Ask your customer’s ERP Admin! They’ve probably already solved that problem.

• What is available out-of-the-box?

– XML, ODBC, Delimited
– Script

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 Where to get this demo?
• After the ATS Summit it will be posted on our Partner Portal
under Resources – FlexiCapture – FlexiCapture for Invoices

• https://abbyyusa.secure.force.com/prm

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Questions/Comments

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