AI-Receipt Parser in Power Automate

PDF4me AI-Receipt Parser extracts structured data from receipts using AI-powered machine learning through Power Automate flows. Process receipt PDFs or images via Power Automate triggers, binary data, base64 strings, or public URLs to automatically extract merchant information, transaction dates, receipt numbers, line items, financial totals, payment methods, and specialized receipt data from supported receipt types (meal, supplies, hotel, fuel and energy, transportation, communication, subscriptions, entertainment, training, healthcare, generic) with high accuracy and intelligent field recognition. This solution is ideal for receipt processing automation, expense management digitization, automated expense tracking, invoice processing, transaction data extraction, merchant information extraction, expense reporting automation, and receipt management workflows that require AI-powered extraction with structured output and seamless Microsoft 365 integration.

Authenticating Your API Request

To access the PDF4me Web API through Power Automate, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Power Automate flows and PDF4me's powerful AI-powered receipt processing services.

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Key Features

• AI-Powered Extraction: Advanced machine learning technology for accurate receipt data extraction
• Multi-Format Support: Process receipts in PDF, PNG, JPG, and JPEG formats
• Merchant Information: Extract merchant name, address, phone, website, store number, and cashier name
• Transaction Details: Extract transaction date, time, receipt number, and payment method
• Line Item Analysis: Extract detailed line items with names, quantities, prices, categories, descriptions, and item codes
• Financial Totals: Extract subtotal, tax amount, total amount, and payment information
• Specialized Receipt Types: Extract data from hotel receipts, fuel receipts, healthcare receipts, training receipts, and more
• Item Details: Extract item codes, SKUs, brands, sizes, colors, and categories
• Flexible Receipt Types: Support for supplies, retail, restaurant, hotel, fuel, healthcare, training, and custom receipt types
• Custom Field Extraction: Extract additional custom fields beyond standard receipt data
• Microsoft 365 Integration: Seamlessly integrate extracted data with SharePoint, Excel, Dynamics 365, and Power BI

Parameters

Complete list of parameters for the AI-Receipt Parser action. Configure these parameters to control receipt processing and data extraction.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

Document Source Parameters

Parameter	Type	Description	Example
Receipt File Content***	Binary	Source Receipt Binary Data • Map receipt file content from previous Power Automate action • Supports dynamic expressions: body('Get_file_content') • Compatible with Dropbox, SharePoint, OneDrive, and email attachments • Supports .pdf, .png, .jpg, .jpeg formats	body('Get_file_content')
Receipt Name***	String	Receipt File Identifier with Extension • Specify the name of the input receipt file with proper extension • Used for format detection and AI processing optimization • Supports dynamic naming from flow variables • Must include file extension (.pdf, .png, .jpg, .jpeg) • Enables document tracking in logs and audit trails	receipt_2024_03_15.pdf

Advanced Parameters

Parameter	Type	Description	Example
Body/receiptType	String	Optional Receipt Type • Optional receipt type for improved parsing accuracy • Specify receipt type to enhance extraction precision • Supported receipt types: "meal", "supplies", "hotel", "fuel and energy", "transportation", "communication", "subscriptions", "entertainment", "training", "healthcare", "generic" • Helps AI engine optimize field recognition for specific receipt formats • Improves accuracy when processing known receipt types	supplies
Body/analyzeItems	Boolean	Line Item Analysis Enable • Enable or disable detailed line item analysis and extraction • Yes = enables extraction of individual line items with names, quantities, prices, and descriptions • No = processes receipt without detailed line item extraction • When enabled, extracts comprehensive item details including SKU, brand, size, color, and category	Yes
Body/extractMerchantInfo	Boolean	Merchant Information Extraction Enable • Enable or disable merchant information extraction • Yes = enables extraction of merchant name, address, phone, website, store number, and cashier name • No = processes receipt without merchant information extraction • When enabled, extracts detailed merchant information for business intelligence and analytics	Yes
Body/calculateTotals	Boolean	Financial Totals Calculation Enable • Enable or disable financial totals calculation and extraction • Yes = enables extraction and calculation of subtotal, tax amount, and total amount • No = processes receipt without financial totals calculation • When enabled, extracts comprehensive financial information including payment method and card details	Yes
Body/customFieldKeys	Array	Optional Custom Field Keys List • Optional list of custom field keys to extract from the receipt • Specify additional fields beyond standard receipt data • Supports multiple custom field keys for enhanced data extraction • Enables extraction of domain-specific or custom receipt fields • Each item in the array represents a custom field key to extract	["customField1", "customField2"]

Output

The PDF4me AI-Receipt Parser action returns comprehensive output data for seamless Power Automate flow integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
receiptType	String	The type of receipt extracted (e.g., supplies, retail, restaurant, hotel, fuel, healthcare, training)
transactionDateStr	String	The transaction date extracted and formatted in ISO 8601 format (YYYY-MM-DD)
transactionTime	String	The transaction time extracted from the receipt (HH:MM:SS format)
receiptNumber	String	The receipt number or transaction identifier extracted from the receipt
analyzeItems	Array	Array of receipt item objects with name, quantity, unit price, total price, category, description, item code, brand, size, color, and SKU
merchantInfoList	Array	Array of merchant information objects with merchant name, address, phone, website, cashier name, and store number
financialInfoList	Array	Array of financial information objects with subtotal, tax amount, total amount, payment method, and card last four digits
merchantName	String	The name of the merchant extracted from the receipt
merchantAddress	String	The address of the merchant extracted from the receipt
merchantPhone	String	The phone number of the merchant extracted from the receipt
merchantWebsite	String	The website URL of the merchant extracted from the receipt
storeNumber	String	The store number or location identifier extracted from the receipt
cashierName	String	The name of the cashier extracted from the receipt
subtotal	Number	The subtotal amount before taxes, with precise decimal handling
taxAmount	Number	The tax amount charged, with precise decimal handling
totalAmount	Number	The total amount after taxes, with precise decimal handling
paymentMethod	String	The payment method used (e.g., Cash, Credit Card, Debit Card)
cardLastFour	String	The last four digits of the payment card, if applicable
roomNumber	String	The room number for hotel receipts
checkInDate	String	The check-in date for hotel receipts, formatted in ISO 8601 format (YYYY-MM-DD)
checkOutDate	String	The check-out date for hotel receipts, formatted in ISO 8601 format (YYYY-MM-DD)
fuelType	String	The type of fuel for fuel receipts (e.g., Regular, Premium, Diesel)
fuelQuantity	Number	The quantity of fuel purchased, with precise decimal handling
fuelUnit	String	The unit of fuel measurement (e.g., Gallons, Liters)
vehicleNumber	String	The vehicle number or license plate for fuel receipts
serviceType	String	The type of service for service receipts
subscriptionPeriod	String	The subscription period for subscription receipts
trainingProvider	String	The training provider name for training receipts
courseName	String	The course name for training receipts
healthcareProvider	String	The healthcare provider name for healthcare receipts
patientName	String	The patient name for healthcare receipts
insuranceInfo	String	The insurance information for healthcare receipts
additionalInfo	Object	Dictionary containing additional extracted fields beyond standard receipt data
warnings	Array	Array of warning messages indicating potential data quality issues or extraction challenges encountered during processing
fallbackUsed	Boolean	Boolean flag indicating whether fallback extraction methods were used during processing
rawOcrText	String	The raw OCR text extracted from the receipt document
jobId	String	Unique identifier for the AI processing job, used for tracking and debugging
jobIdExt	String	External job identifier for integration with third-party systems, if applicable
success	Boolean	Boolean flag indicating the success or failure of the AI-powered receipt data extraction
message	String	Descriptive message indicating the result of the AI-powered receipt data extraction process

JSON

JSON Response Format

The raw JSON response from the action:

{
  "receiptType": "supplies",
  "transactionDateStr": "2024-03-15",
  "transactionTime": "14:30:00",
  "receiptNumber": "REC-12345",
  "analyzeItems": [
    {
      "name": "Office Supplies",
      "quantity": 2,
      "unitPrice": 25.00,
      "totalPrice": 50.00,
      "category": "Office Supplies",
      "description": "Notebooks and pens",
      "itemCode": "OS-001",
      "brand": "BrandName",
      "size": "Standard",
      "color": "Blue",
      "sku": "SKU123456"
    },
    {
      "name": "Printer Paper",
      "quantity": 1,
      "unitPrice": 15.00,
      "totalPrice": 15.00,
      "category": "Office Supplies",
      "description": "A4 paper ream",
      "itemCode": "PP-002",
      "brand": "PaperBrand",
      "size": "A4",
      "color": "White",
      "sku": "SKU789012"
    }
  ],
  "merchantInfoList": [
    {
      "merchantName": "Office Supply Store",
      "merchantAddress": "123 Main Street, New York, NY 10001",
      "merchantPhone": "+1-555-123-4567",
      "merchantWebsite": "www.officesupply.com",
      "cashierName": "John Doe",
      "storeNumber": "STORE-001"
    }
  ],
  "financialInfoList": [
    {
      "subtotal": 65.00,
      "taxAmount": 5.20,
      "totalAmount": 70.20,
      "paymentMethod": "Credit Card",
      "cardLastFour": "1234"
    }
  ],
  "merchantName": "Office Supply Store",
  "merchantAddress": "123 Main Street, New York, NY 10001",
  "merchantPhone": "+1-555-123-4567",
  "merchantWebsite": "www.officesupply.com",
  "storeNumber": "STORE-001",
  "cashierName": "John Doe",
  "subtotal": 65.00,
  "taxAmount": 5.20,
  "totalAmount": 70.20,
  "paymentMethod": "Credit Card",
  "cardLastFour": "1234",
  "roomNumber": "",
  "checkInDate": "",
  "checkOutDate": "",
  "fuelType": "",
  "fuelQuantity": 0,
  "fuelUnit": "",
  "vehicleNumber": "",
  "serviceType": "",
  "subscriptionPeriod": "",
  "trainingProvider": "",
  "courseName": "",
  "healthcareProvider": "",
  "patientName": "",
  "insuranceInfo": "",
  "additionalInfo": {
    "customField1": "Value 1",
    "customField2": "Value 2"
  },
  "warnings": [],
  "fallbackUsed": false,
  "rawOcrText": "RECEIPT...",
  "jobId": "12345678-1234-1234-1234-123456789012",
  "jobIdExt": "REC-2024-001",
  "success": true,
  "message": "Receipt data extracted successfully using AI technology"
}

Flow Integration

Power Automate Flow Usage

The extracted receipt data enables powerful automation across Microsoft ecosystem:

• SharePoint Lists: Store extracted receipt data in SharePoint lists for expense management
• Excel Integration: Export receipt data to Excel workbooks for expense analysis and reporting
• Dynamics 365: Create expense records in Dynamics 365 Finance automatically
• SQL Database: Insert extracted receipt data into SQL Server databases for expense systems
• Power BI: Feed receipt data into Power BI dashboards for expense analytics
• Email Notifications: Send receipt processing confirmations via Outlook
• Approval Workflows: Route receipts for approval using Power Automate approvals
• Expense Tracking: Categorize and track expenses using extracted receipt data
• Tax Reporting: Generate tax reports from extracted receipt information
• Document Storage: Link extracted receipt data with original receipts in SharePoint document libraries

Workflow Examples

The PDF4me AI-Receipt Parser action in Power Automate provides comprehensive workflow templates designed for real-world business scenarios:

Expense Management Automation

Automated Expense Management Workflow

Streamline expense management with AI-powered receipt data extraction:

Complete Workflow Steps:

1. Trigger: Receipt uploaded to SharePoint or received via email
2. AI Receipt Parser: Extract merchant, transaction, line items, and financial totals using PDF4me AI
3. Receipt Type Detection: Identify receipt type for appropriate processing workflow
4. Expense Categorization: Categorize expenses using extracted merchant and item information
5. Data Validation: Validate extracted totals and payment information
6. Create Expense Record: Insert receipt data into Dynamics 365 Finance or expense management system
7. Update SharePoint: Store extracted receipt data in SharePoint list with metadata
8. Approval Workflow: Route high-value expenses for manager approval
9. Email Notification: Notify finance team with expense processing summary
10. Archive: Move processed receipt to archive folder with extracted metadata

Business Benefits:

• Automates expense data entry from receipts
• Reduces manual data entry time by 90%
• Eliminates human errors in expense processing
• Accelerates expense approval cycles
• Maintains complete audit trail of all processed receipts

Create Flow

Expense Tracking & Reporting

Automated Expense Tracking Workflow

Automate expense tracking and reporting using extracted receipt data:

Complete Workflow Steps:

1. Trigger: Receipt uploaded to SharePoint expense tracking folder
2. AI Receipt Parser: Extract merchant, items, totals, and payment information with line item analysis enabled
3. Expense Categorization: Categorize expenses using extracted merchant and item categories
4. Budget Comparison: Compare extracted expenses against budget limits using Power Automate
5. Excel Export: Append categorized expenses to Excel expense tracking workbook
6. Power BI Update: Send extracted data to Power BI dataset for expense analytics dashboards
7. Approval Routing: Route expenses over threshold to manager for approval
8. Tax Reporting: Generate tax reports from extracted receipt data
9. Expense Summary: Generate expense summary reports from categorized receipt data
10. Notification: Send expense summary email to finance team

Business Benefits:

• Real-time expense tracking and budget monitoring
• Automatic expense categorization based on receipt data
• Instant visibility into spending patterns via Power BI
• Proactive budget alerts before overspending
• Comprehensive expense analytics and reporting

Create Flow

Tax Reporting Automation

Automated Tax Reporting Workflow

Generate tax reports using extracted receipt data:

Complete Workflow Steps:

1. Trigger: Receipt uploaded to SharePoint tax reporting folder
2. AI Receipt Parser: Extract financial totals, tax amounts, and merchant information with totals calculation enabled
3. Tax Data Aggregation: Aggregate tax data from multiple receipts
4. Tax Report Generation: Generate tax reports from extracted receipt data
5. Excel Export: Export tax data to Excel workbook for tax reporting
6. Power BI Update: Send tax data to Power BI dataset for tax analytics
7. Compliance Check: Verify tax compliance using extracted tax information
8. Tax Filing: Prepare tax filing data from aggregated receipt information
9. Reporting: Generate quarterly and annual tax reports
10. Archive: Store processed receipts with tax reporting metadata

Business Benefits:

• Automated tax reporting from receipt data
• Real-time tax data aggregation and reporting
• Improved tax compliance and accuracy
• Faster tax reporting processes
• Comprehensive tax analytics and insights

Create Flow

Specialized Receipt Processing

Automated Specialized Receipt Processing Workflow

Process specialized receipts (hotel, fuel, healthcare, training) with intelligent data extraction:

Complete Workflow Steps:

1. Trigger: Specialized receipt received (hotel, fuel, healthcare, training)
2. AI Receipt Parser: Extract specialized fields based on receipt type (room number, fuel type, patient name, course name)
3. Receipt Type Classification: Classify receipt type for specialized processing
4. Specialized Data Extraction: Extract type-specific information (hotel dates, fuel details, healthcare info, training data)
5. Create Specialized Record: Add receipt data to specialized system (travel, fleet, healthcare, training management)
6. Update SharePoint: Store specialized receipt data in SharePoint list with metadata
7. Integration: Integrate with specialized systems (travel booking, fleet management, healthcare, training platforms)
8. Reporting: Generate specialized reports from extracted receipt data
9. Notification: Send specialized receipt processing notifications
10. Archive: Store processed receipts with specialized metadata

Business Benefits:

• Automated processing of specialized receipt types
• Intelligent extraction of type-specific information
• Seamless integration with specialized systems
• Comprehensive specialized receipt analytics
• Streamlined specialized receipt workflows

Create Flow

Industry Use Cases & Applications

Finance & Accounting

Finance & Accounting Use Cases

• Expense Processing: Automate expense processing using extracted receipt data
• Tax Reporting: Generate tax reports from extracted receipt information
• Financial Reporting: Generate financial reports from extracted receipt data
• Audit Compliance: Maintain audit trails using extracted receipt data
• Budget Management: Track expenses using extracted receipt information

Retail & E-commerce

Retail & E-commerce Use Cases

• Transaction Processing: Process retail transactions using extracted receipt data
• Inventory Management: Track inventory using extracted receipt line items
• Customer Analytics: Analyze customer behavior using extracted merchant information
• Sales Reporting: Generate sales reports from extracted receipt data
• Returns Processing: Process returns using extracted receipt information

Hospitality & Travel

Hospitality & Travel Use Cases

• Hotel Receipt Processing: Process hotel receipts with room numbers and check-in/out dates
• Travel Expense Management: Manage travel expenses using extracted receipt data
• Travel Reporting: Generate travel reports from extracted receipt information
• Expense Reimbursement: Process expense reimbursements using extracted receipt data
• Travel Analytics: Analyze travel spending using extracted receipt information

Healthcare & Medical

Healthcare & Medical Use Cases

• Healthcare Receipt Processing: Process healthcare receipts with patient and insurance information
• Medical Expense Tracking: Track medical expenses using extracted receipt data
• Insurance Claims: Process insurance claims using extracted healthcare receipt information
• Medical Reporting: Generate medical expense reports from extracted receipt data
• Compliance Tracking: Track compliance with healthcare regulations using receipt data

Logistics & Transportation

Logistics & Transportation Use Cases

• Fuel Receipt Processing: Process fuel receipts with fuel type, quantity, and vehicle information
• Fleet Management: Manage fleet expenses using extracted fuel receipt data
• Vehicle Expense Tracking: Track vehicle expenses using extracted receipt information
• Fleet Reporting: Generate fleet expense reports from extracted receipt data
• Fuel Analytics: Analyze fuel consumption using extracted receipt information

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