Extract structured data from invoice emails and PDF attachments. Returns vendor, amount, line items, due date, and payment terms. Flags unusual amounts or unknown vendors.

Invoice Processor Skill

Extracts structured data from invoice emails and PDF attachments using AI. Returns vendor, amount, line items, due date, payment terms, and flags unusual invoices for human review.

How It Works

An invoice arrives as an email (PDF attachment, inline image, or text body)
InTouch's Email On-Demand picks it up via POP3 polling
The sender prefixes the subject with @invoice-processor (or the email body)
The AI assistant analyzes the invoice and extracts structured data
A reply is sent back via email with the extracted summary and any flags

The skill also works from any of the 9 messaging channels — paste an invoice image into Slack, Teams, or WhatsApp with @invoice-processor and get the same extraction.

Setup

1. Configure Email On-Demand

In the UI: System > Server Settings > Email

Enable Email On-Demand
Set POP3 server, port, username, password
Set polling interval (e.g., every 5 minutes)

2. Create a Contact Profile

In the UI: Users & Privileges > Subscribers

Create or edit a contact profile for the email address that receives invoices:

Transport: Email (code 27)
Inbound Enabled: Yes
Address: The email address invoices are sent to

3. Configure AI Assistant

In the UI: System > Server Settings > AI Assistant

The AI assistant must be configured with a provider that supports document/image analysis:

Anthropic (Claude) — recommended, native PDF/image analysis via Claude Document
OpenAI (GPT-4o) — supports image analysis
Ollama — if using a vision-capable local model

4. Install the Skill

The skill is pre-installed at INTOUCH_HOME/skills/invoice-processor/SKILL.md. If you need to reinstall or it's missing:

UI: System > Skills > Install, paste the SKILL.md content
API: POST /api/skill/install with the SKILL.md content as the body
File: Copy the invoice-processor/ folder to INTOUCH_HOME/skills/

Usage

Via Email

Forward an invoice email to the InTouch mailbox with @invoice-processor in the subject line:

Subject: @invoice-processor March supplies invoice
Body: [original email with PDF attachment]

InTouch replies to the same email with the extracted data.

Via Messaging Channels

From Slack, Teams, WhatsApp, Telegram, Discord, LINE, or WebChat:

@invoice-processor [paste invoice image or text]

Via REST API

curl -X POST "http://localhost:2200/intouch/api/skill/run" \
  -H "Content-Type: application/json" \
  -d '{"name": "invoice-processor", "input": "Process the attached invoice from Acme Corp"}'

As a Job Task

Add to any job as a skill task:

{
  "typeName": "skill",
  "json": "{\"skillName\": \"invoice-processor\", \"input\": \"Process this invoice\"}"
}

What Gets Extracted

Field	Description
Vendor name	Company or person who issued the invoice
Invoice number	Invoice/reference number
Invoice date	When issued (YYYY-MM-DD)
Due date	When payment is due (YYYY-MM-DD)
Payment terms	Net 30, Due on Receipt, etc.
Currency	USD, EUR, GBP, etc.
Line items	Each item with description, quantity, unit price, total
Subtotal	Before tax
Tax	Tax amount if listed
Total	Final amount due
Vendor contact	Email or phone if present
Payment details	Bank account, routing number, PayPal, etc.

Flags

The skill automatically flags invoices that need attention:

Flag	When It Triggers
HIGH AMOUNT	Total exceeds $10,000
PAST DUE	Due date has already passed
RUSH	Due on Receipt or due within 7 days
NEW VENDOR	Always flagged for human verification
MISSING INFO	Critical fields (vendor, amount, due date) could not be extracted

Customization

Edit SKILL.md to change:

Amount threshold: Change $10,000 in the HIGH AMOUNT flag to your preferred threshold
Rush window: Change 7 days in the RUSH flag
Additional fields: Add fields to the extraction list (e.g., PO number, project code)
Response format: Modify the response template to match your AP workflow
Language: The instructions are in English but Claude handles invoices in any language

Cost

Anthropic: ~$0.01-0.05 per invoice (depending on PDF size and model)
OpenAI: Similar pricing per invoice
Ollama: Free (requires a vision-capable local model)

At 200 invoices/month, that's $2-10/month — compared to $500+/month for dedicated AP automation software.