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AI data extraction from Excel (CSV) files

The 7bridges software now automatically converts and extracts data from structured files (e.g. CSV, Excel)

Introduction

Following on from the successful AI data extraction from PDF documents deployment, we've created an automated AI data extraction tool from structured files (e.g. CSV, Excel) that can speed up the conversion process for files received from a Logistics Service Provider (LSP).

Some examples of documents that are supported by the excel/csv extraction feature are:

  • Freight invoices
  • Parcel invoices
  • Shipment data

How it works

The software uses recent advances in AI technology to extract this data and load it into the 7bridges platform quickly and seamlessly. This means there are no delays for manual understanding of the document and the subsequent extraction of the data to ingest into the 7bridges software.

Comprehensive workflow

Powering this excel/csv data extraction is a comprehensive workflow tool that is a key part of the Optimise software offering. Workflows are configured to carefully manage the LSPs who are sending the documents.

These workflows also create traceability in the data extraction and ingestion, helping with the supportability of the software.

How to setup Excel/CSV document formats

The first step for supporting excel/csv document types in your 7bridges account is to make sure you have created the Provider Account. Once this is done, simply speak to your Customer Success Manager or contact the Support team and they'll advise the next steps.

In the meantime, you can already get your LSP to start sending the documents by SFTP (if already setup) or email. Please note, different document formats can be sent to different connections for the same provider.

Please refer to the article; how can I manage provider document receipt connections for more information.