This project has been selected for GSoC 2018. Read more here.
A modular Python library to support your accounting process. Tested on Python 2.7 and 3.4+. Main steps:
- extracts text from PDF files using different techniques, like
pdftotext
,pdfminer
ortesseract
OCR. - searches for regex in the result using a YAML-based template system
- saves results as CSV, JSON or XML or renames PDF files to match the content.
With the flexible template system you can:
- precisely match content PDF files
- define static fields that are the same for every invoice
- define custom fields needed in your organisation or process
- have multiple regex per field (if layout or wording changes)
- define currency
- extract invoice-items using the
lines
-plugin developed by Holger Brunn
Go from PDF files to this:
{'date': (2014, 5, 7), 'invoice_number': '30064443', 'amount': 34.73, 'desc': 'Invoice 30064443 from QualityHosting', 'lines': [{'price': 42.0, 'desc': u'Small Business StandardExchange 2010\nGrundgeb\xfchr pro Einheit\nDienst: OUDJQ_office\n01.05.14-31.05.14\n', 'pos': u'7', 'qty': 1.0}]} {'date': (2014, 6, 4), 'invoice_number': 'EUVINS1-OF5-DE-120725895', 'amount': 35.24, 'desc': 'Invoice EUVINS1-OF5-DE-120725895 from Amazon EU'} {'date': (2014, 8, 3), 'invoice_number': '42183017', 'amount': 4.11, 'desc': 'Invoice 42183017 from Amazon Web Services'} {'date': (2015, 1, 28), 'invoice_number': '12429647', 'amount': 101.0, 'desc': 'Invoice 12429647 from Envato'}
- Install pdftotext
If possible get the latest
xpdf/poppler-utils version. It’s
included with macOS Homebrew, Debian and Ubuntu. Without it,
pdftotext
won’t parse tables in PDF correctly.
- Install
invoice2data
using pip
pip install invoice2data
Basic usage. Process PDF files and write result to CSV.
invoice2data invoice.pdf
invoice2data *.pdf
Choose any of the following three input readers:
- pdftotext
invoice2data --input-reader pdftotext invoice.pdf
- tesseract
invoice2data --input-reader tesseract invoice.pdf
- pdf miner
invoice2data --input-reader pdfminer invoice.pdf
Choose any of the following output formats:
- csv
invoice2data --output-format csv invoice.pdf
- json
invoice2data --output-format json invoice.pdf
- xml
invoice2data --output-format xml invoice.pdf
Save output file with custom name or a specific folder
invoice2data --output-format csv --output-name myinvoices/invoices.csv invoice.pdf
Note: You must specify the output-format
in order to create
output-name
Specify folder with yml templates. (e.g. your suppliers)
invoice2data --template-folder ACME-templates invoice.pdf
Only use your own templates and exclude built-ins
invoice2data --exclude-built-in-templates --template-folder ACME-templates invoice.pdf
Processes a folder of invoices and copies renamed invoices to new
folder. invoice2data --copy new_folder folder_with_invoices/*.pdf
Processes a single file and dumps whole file for debugging (useful when
adding new templates in templates.py)
invoice2data --debug my_invoice.pdf
Recognize test invoices:
invoice2data invoice2data/test/pdfs/* --debug
If you want to use it as a lib just do
from invoice2data import extract_data result = extract_data('path/to/my/file.pdf')
See invoice2data/templates
for existing templates. Just extend the
list to add your own. If deployed by a bigger organisation, there should
be an interface to edit templates for new suppliers. 80-20 rule. For a
short tutorial on how to add new templates, see
TUTORIAL.rst.
Templates are based on Yaml. They define one or more keywords to find the right template and regexp for fields to be extracted. They could also be a static value, like the full company name.
Template files are tried in alphabetical order.
We may extend them to feature options to be used during invoice processing.
Example:
issuer: Amazon Web Services, Inc. keywords: - Amazon Web Services fields: amount: TOTAL AMOUNT DUE ON.*\$(\d+\.\d+) amount_untaxed: TOTAL AMOUNT DUE ON.*\$(\d+\.\d+) date: Invoice Date:\s+([a-zA-Z]+ \d+ , \d+) invoice_number: Invoice Number:\s+(\d+) partner_name: (Amazon Web Services, Inc\.) options: remove_whitespace: false currency: HKD date_formats: - '%d/%m/%Y' lines: start: Detail end: \* May include estimated US sales tax first_line: ^ (?P<description>\w+.*)\$(?P<price_unit>\d+\.\d+) line: (.*)\$(\d+\.\d+) last_line: VAT \*\*
If you are interested in improving this project, have a look at our developer guide to get you started quickly.
- integrate with online OCR?
- try to ‘guess’ parameters for new invoice formats.
- can apply machine learning to guess new parameters?
- Harshit Joshi: As Google Summer of Code student.
- Holger Brunn: Add support for parsing invoice items.
- OCR-Invoice (FOSS | C#)
- Docparser (Commercial | Web Service)
- A-PDF (Commercial)
- PDFdeconstruct (Commercial)
- CVision (Commercial)