Parseur: document processing features and setup

Overview

When documents arrive by email and upload, the task does not end with extracting a field. With Parseur, define a consistent output structure before connecting it to a spreadsheet or system: dates, currencies, and order numbers should retain the same meaning across all sources. A separate review workflow for exceptional documents lets the team correct information without resending the entire document batch.

Features

• PDF and email ingestion
• Data extraction and normalization
• Integrations and exports to business systems

Business uses

• Sending order data from email to an operations system
• Consolidating invoices into a structured file for review

Getting started

• Set up an intake mailbox and desired fields, then send a test document that can be checked manually.
• Send two orders with different date formats and check that normalization produces the correct date, especially when the day and month numbers can be swapped.
• Send the same document once by email and once by upload, then check that the target system identifies the same order and that a corrected update is not recorded as a new order.

What to check

• Check normalization of dates, amounts, and addresses across the different formats your business receives.
• Set up duplicate detection for the same document submitted both by email and by upload.