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invoice_extractor_preview.png Invoice Extractor Tool

User Role Requirements

User Role*

Tool/Feature Access

Full User

✓

Basic User

X

*Applies to Alteryx One Professional and Enterprise Edition customers on Designer versions 2025.1+.

The Invoice Extractor tool extracts line items and metadata from your invoice files. Use the Invoice Extractor tool in your workflow to automatically capture invoice details.

Note

GenAI-assisted tools are currently in Public Preview. They might have known issues, might not include all intended features, and is subject to change without notice.

Tool Components

The Invoice Extractor tool has 4 anchors (2 input and 2 output):

  • M input anchor: Use the M input anchor to connect the model connection settings from the llm_override_icon.png LLM Override Tool.

  • D input anchor: Use the D input anchor to connect the dataset that contains invoices in Blob format.

  • D output anchor: Use the D output anchor to pass the extracted invoice line item data downstream.

  • M output anchor: Use the M output anchor to pass the extracted invoice metadata data downstream.

Configure the Tool

  1. Add an Invoice Extractor tool to the canvas.

  2. Connect the M input anchor to an llm_override_icon.png LLM Override Tool.

    Note

    Support for unstructured data, such as images and PDFs, depends on your LLM provider and the model you select. Go to your LLM provider’s documentation for details about supported unstructured or multimodal data types.

  3. Connect the D input anchor to the dataset that contains invoices in Blob format. Use the Blob Input Tool Icon Blob Input Tool to connect your image or PDF invoice files to the Invoice Extractor tool.

  4. Accept the Alteryx Preview Terms and Conditions.

  5. From the Choose Field dropdown, select the column that contains invoice data.

  6. (Optional) To extract specific fields from invoices, enter field names separated by commas:

    • In Separate line item fields by commas, list the fields to extract from the invoice table content.

    • In Separate metadata fields by commas, list the fields to extract from the invoice metadata.

  7. Under the Configurations section, specify how to format extracted dates from the Specify a format for extracted dates dropdown:

    • Match Source: Keeps date formatting consistent with the original invoice.

    • Or, select a custom date format from the list.

  8. To include detected signatures as metadata in the output, select the Extract Signature in Metadata checkbox.

  9. Run the workflow.

Output

The Invoice Extractor tool has 2 output anchors:

  • D output anchor: Passes extracted line item information downstream in a comma-separated list. You might need additional tools downstream to parse all the appropriate fields from this output.

  • M output anchor: Passes extracted metadata information downstream.

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