How to Use Documate AI

Documate AI is an intelligent document processing tool that simplifies and automates data extraction from invoices and other business documents. Users can upload files, select documents, map or customize data fields, and extract accurate information—fast. It supports bulk processing, custom formats, and tailored outputs, making it ideal for finance and operations teams.

Document Processing Modes Overview

• Auto-Extract: Quickly process standard invoices with pre-set fields.
• Custom Mapping: Tailor your own fields for unique document types.
• Batch Upload: Upload and process hundreds of documents in one go.
• API Mode: Send documents via API for seamless system integration.

Effortless Document Processing Starts Here

Documate AI is designed to help you process your documents—especially invoices—with speed and accuracy. Here's how it works:

1. Upload Your Files

Whether it's a PDF or an image, just drag and drop your invoices into the tool.

2. Select Your Invoices

Choose the documents you want to extract data from.

3. Map Your Columns

Default columns are already in place (like invoice number, date, amount), but you can customize them. Need specific fields like the "Email ID of Invoice Creator" or “Email of Recipient”? Just add it as a custom column name—Documate AI will do the rest.

4. Customize Further

Need to process other document types like Goods Received Notes, Journal Entries, or custom formats? Reach out to us. We support full customization to suit your workflow.

Understanding Document Compatibility Limits

DocuMate AI supports multiple document types and sizes. Here's a quick overview of what works best depending on your input:

Aspect	Under 5MB	Over 5MB
Upload Speed	Instant	Slower, depends on internet
OCR Accuracy	High (less noise)	Moderate (larger images may affect quality)
Recommended Action	Use Auto-Extract	Use Pre-Zipped or Split Documents
Formats Supported	PDF, PNG, JPG	PDF only (multi-page preferred)
User Experience	Seamless	Best with compressed formats

Frequently Asked Questions

Can I process more than 10 invoices at once?

+

Yes! Upgrade to the Speed Version. Check our [Pricing Page] for details.

Need highly specific outputs?

+

The more descriptive your column names, the more accurate your results.