01
AI-powered OCR pipeline trained to read the PDF invoices and extract landlord, amounts, due dates and accrual period.
Reserva · Fashion retail
Rent invoices read and categorized with no typing
Rent invoices for Reserva's stores arrived as PDFs by email and were transcribed line by line. An AI-powered OCR pipeline extracts landlord, amounts, due dates and accrual period, chart-of-accounts rules categorize them and the entries go to CLAE and SAP.
How the data moves
- 01PDF invoice
- 02OCR
- 03Accounting rules
- 04CLAE and SAP
- saved every month
- 100 h
- digital, from reading to categorization
- 100%
- of development in rules, tables and OCR
- 320+ h
The challenge
Why it's hard.Fashion retail.
A fashion chain with stores in malls and on the street receives a rent invoice per store every month: rent, service charges, the mall's marketing fund and other charges, each landlord with its own PDF layout. Someone has to open every file, transcribe amounts, due date and accrual period, and choose the GL account for each line. It's repetitive work, prone to typos and hard to audit.
From PDF invoice to journal entry
- Landlord and periodMall A · 05/2026Store 014Due 06/10/2026
- RentR$38,500.00RentStore 014
- Service chargesR$9,840.00Service chargesStore 014
- Marketing fundR$2,310.00Marketing fundStore 014
Sample data.
The project
How Openi solved it.In 3 steps.
- 02
Configurable rules based on the chart of accounts, by leased unit, cost center and expense type.
- 03
Automatic export to CLAE and SAP, with an edit log, filters and validations.
For the team
What's in plain sight.No digging.
- Landlord, due date and accrual period extracted
- Expense type per leased unit
- Every edit logged, ready for audit
On the platform
Solutions used.
- Document managementInvoices, boletos via DDA and bills read, checked, approved and posted to the ERP, with a full history.
- CategorizationCategory, GL account and cost center suggested from your history and your rules.
- Artificial intelligenceAgents that run the routine with context, show their plan and leave the decision to your team.
- ERP integration and workflowsSystems connected, data transformed, rules, approvals and runs tracked until the ERP confirms them.
Demo
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