PDFs are an integral part of any business. Whether they’re invoices, purchase orders, bank statements, or bills of lading, businesses need to find a way to automate the processing and organization of the data in those documents.
This is where Docparser comes in. As a cloud-based B2B SaaS, we extract data locked inside of documents our customers send us and can make that data available as a file download, or send it somewhere else on the internet with a webhook. Docparser is truly a must-have tool for the digitization of the workplace.
However, extracting the data is only half the battle for those businesses looking to automate their invoice organization or for any other types of documents. Fortunately, another function we support is forwarding of the files elsewhere, like to a cloud drive such as Google Drive, Dropbox, or Box. To do this, we leverage integration platforms like Zapier or Microsoft Power Automate to push these documents into their system.
Launched in 2014, MATERIALESDEFABRICA.COM is an online store selling construction and decoration materials throughout all of Spain. As pioneers in the online channel of renovation material sales, over 125,000 customers have trusted them to provide the finest products at the best price available.
How MATERIALESDEFABRICA.COM Utilizes Docparser, Zapier, and Google Drive for Automated Invoice Organization
Alejandro García, Marketing Manager of MATERIALESDEFABRICA.COM, writes:
The main use for Docparser is we can forward emails with invoices to different Docparser folders depending on the distributor or manufacturer.
Inside each folder, we design rules to extract the info we need from each invoice. As all invoices from the same manufacturer are the same, just do it once and you have the automation done and you save a lot of hours.
Then with the help of another program, Zapier, we collect the invoices from Docparser and save them with a specific format, taking advantage of the previously parsed info (name, amount, date, order number, invoice number, etc.) and send them to Google Drive.
We are happy with the app and how it is working with us. I recommend it to anyone who wants more order in the bills, emails, etc.
How Docparser can assist with invoice organization:
- Emails with invoice PDF attachments are forwarded to Docparser
- Docparser’s suite of parsing rules are used to extract the relevant data
- Parsed data along with metadata like a download link to the original document is sent to Zapier
- Zapier resolves the media_link URL and sends the file to Google Drive
How Docparser Can Help You
Docparser can automate document data extraction for businesses ranging from one to thousands of employees. If you have multiple types of documents you need to extract text or table data from, Docparser is a fantastic tool, since we have templates to help you work with many document formats:
- Purchase Orders
- Bank Statements
- Shipping Orders
- Fillable PDF forms
- Bills of Lading
- Custom documents with consistent formatting
Here are some other use cases we’ve helped our customers with:
- Sending price lists from product catalogs to a custom endpoint
- Processing legal documents and shipping the data to a CRM
- Turning batches of bank statements into an XLS or CSV spreadsheet
- Extracting data and sending a JSON payload to a Quickbase database
We offer a free account option (no credit card required) to allow users to test the service before subscribing to a monthly or annual subscription. Get started with Docparser today!