Use cases Document & Invoice Processing
Document & Invoice Processing use case
Watch folders or IMAP for PDFs/images, extract text or OCR fields, then store, approve, or push to ERP — zero custom OCR code.
This page is an industry overview (templates + protocols). For step-by-step configuration, use the blog/wiki links below — those URLs are the primary how-to pages.
The problem
Invoice piles wait for manual keying. Nodlyn templates already watch inboxes and folders end-to-end.
Who it’s for: AP clerks, office managers, and accountants who receive supplier PDFs by email or shared drive.
How Nodlyn approaches Document & Invoice Processing
Document and invoice pipelines watch folders or IMAP, extract PDF text or run Vision OCR, then parse supplier, totals, and VAT into storage or ERP HTTP calls. FAQ and templates on the landing site already promise this path; this page is the dedicated SEO entry for that intent.
Pair with approval gates before money moves. Files stay under your control unless a connector you configure sends them.
Example workflows
- IMAP invoice PDF → extract text → parse supplier/total/VAT → SQLite
- Folder drop image → Vision OCR → expense fields → approve
- Approved invoice → ERP/HTTP connector
Quick start
- Pick Invoice PDF/OCR, File Watch, or IMAP Inbox templates.
- Point at a folder or mailbox; map fields in Transform blocks.
- Add approval before ERP write if policy requires it.
- Keep files local; only send what your connectors explicitly call.
Starter templates in Studio
Open Templates in desktop Studio and search these names — they are real built-in graphs, not placeholder titles.
- Invoice PDF Extract
- Invoice OCR Pipeline
- File Watch Inbox
- IMAP Inbox Processor
- Expense OCR
Related protocols
Guides (blog & wiki)
Where do invoice files live?
On your machine or mailbox unless a connector you configure sends them. Templates watch folders/IMAP, OCR/extract, then store or call ERP after optional approval.
Related use cases
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