Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
Review the results
In the document, the values appear under Data Fields, each with its source location. You correct a wrong value directly in the field. Finally, you export the fields of all invoices to Excel, one invoice per row.
What you will learn
- Check every value at its source and correct it directly in the field
- Export the agent's fields as an Excel spreadsheet
Hide transcript Show transcript Transcript
Review the results
In the document itself, the values are located under Data Fields, with each field accompanied by a small snippet from the document. Here is the invoice that someone photographed with their mobile phone. All fields are present here as well, and hovering over them jumps the view to the source location. If a value is incorrect, you can change it directly in the field, and PaperOffice saves immediately. For a single document, there is an Apply agent button here at the top. And the freight invoice with the coffee stain: invoice number, purchase order reference, amounts and the British IBAN are correct.
Export to Excel
Finally, the list for accounting: select all the invoices, then Actions, Share and export, Export data. As columns, we choose the fields of our agent, in Excel format. Each invoice is listed on a separate row in the file, with the same columns. And now something stands out: three invoices from Veldtmann refer to the same German IBAN, while the fourth one lists an account in Lithuania. How PaperOffice automatically checks and stops this is shown in the episode Audit and Quarantine. In summary: an IDP Agent is your own extraction setup for recurring documents. You start with a sample document and a template, add the fields you need, and test until the agent delivers reliably. Linked to a document type, it runs automatically for every new document, while existing documents are processed in one go. You review each value at its source location, and with an export, everything ends up in Excel. Our n8n video shows you how to call an IDP Agent from your own software or from n8n. The next video is about Workflow Agents. Until next time at the PaperOffice AI Academy.
