Log inGet started

Financial Document OCR Node.js

Suggest Edits

The Node.js OCR SDK supports the Financial Document API.

Using the sample below, we are going to illustrate how to extract the data that we want using the OCR SDK.
Financial Document sample

Quick-Start

const mindee = require("mindee");
// for TS or modules:
// import * as mindee from "mindee";

// Init a new client
const mindeeClient = new mindee.Client({ apiKey: "my-api-key" });

// Load a file from disk
const inputSource = mindeeClient.docFromPath("/path/to/the/file.ext");

// Parse the file
const apiResponse = mindeeClient.parse(
  mindee.product.FinancialDocumentV1,
  inputSource
);

// Handle the response Promise
apiResponse.then((resp) => {
  // print a string summary
  console.log(resp.document.toString());
});

Output (RST):

########
Document
########
:Mindee ID: 81c1d637-3a84-41d9-b40a-f72ca2a58826
:Filename: default_sample.jpg

Inference
#########
:Product: mindee/financial_document v1.1
:Rotation applied: Yes

Prediction
==========
:Locale: en; en; USD;
:Invoice Number:
:Reference Numbers:
:Purchase Date: 2014-07-07
:Due Date: 2014-07-07
:Total Net: 40.48
:Total Amount: 53.82
:Taxes:
  +---------------+--------+----------+---------------+
  | Base          | Code   | Rate (%) | Amount        |
  +===============+========+==========+===============+
  |               | TAX    |          | 3.34          |
  +---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier name: LOGANS
:Supplier Company Registrations:
:Supplier Address: 2513 s stemmons freeway lewisville tx 75067
:Supplier Phone Number: 9724596042
:Customer name:
:Customer Company Registrations:
:Customer Address:
:Document Type: EXPENSE RECEIPT
:Purchase Subcategory: restaurant
:Purchase Category: food
:Total Tax: 3.34
:Tip and Gratuity: 10.00
:Purchase Time: 20:20
:Line Items:
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Description                          | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit Price |
  +======================================+==============+==========+============+==============+==============+============+
  | TAX                                  |              |          |            |              | 3.34         |            |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+

Page Predictions
================

Page 0
------
:Locale: en; en; USD;
:Invoice Number:
:Reference Numbers:
:Purchase Date: 2014-07-07
:Due Date: 2014-07-07
:Total Net: 40.48
:Total Amount: 53.82
:Taxes:
  +---------------+--------+----------+---------------+
  | Base          | Code   | Rate (%) | Amount        |
  +===============+========+==========+===============+
  |               | TAX    |          | 3.34          |
  +---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier name: LOGANS
:Supplier Company Registrations:
:Supplier Address: 2513 s stemmons freeway lewisville tx 75067
:Supplier Phone Number: 9724596042
:Customer name:
:Customer Company Registrations:
:Customer Address:
:Document Type: EXPENSE RECEIPT
:Purchase Subcategory: restaurant
:Purchase Category: food
:Total Tax: 3.34
:Tip and Gratuity: 10.00
:Purchase Time: 20:20
:Line Items:
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Description                          | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit Price |
  +======================================+==============+==========+============+==============+==============+============+
  | TAX                                  |              |          |            |              | 3.34         |            |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+

Field Types

Standard Fields

These fields are generic and used in several products.

Basic Field

Each prediction object contains a set of fields that inherit from the generic Field class.
A typical Field object will have the following attributes:

  • value (number|string): corresponds to the field value. Can be undefined if no value was extracted.
  • confidence (number): the confidence score of the field prediction.
  • boundingBox ([Point, Point, Point, Point]): contains exactly 4 relative vertices (points) coordinates of a right rectangle containing the field in the document.
  • polygon (Point[]): contains the relative vertices coordinates (Point) of a polygon containing the field in the image.
  • pageId (number): the ID of the page, is undefined when at document-level.
  • reconstructed (boolean): indicates whether or not an object was reconstructed (not extracted as the API gave it).

Note: A Point simply refers to an array of two numbers ([number, number]).

Aside from the previous attributes, all basic fields have access to a toString() method that can be used to print their value as a string.

Amount Field

The amount field AmountField only has one constraint: its value is a number (or undefined).

Classification Field

The classification field ClassificationField does not implement all the basic Field attributes. It only implements value, confidence and pageId.

Note: a classification field's value is always a string`.

Company Registration Field

Aside from the basic Field attributes, the company registration field CompanyRegistrationField also implements the following:

  • type (string): the type of company.

Date Field

Aside from the basic Field attributes, the date field DateField also implements the following:

  • dateObject (Date): an accessible representation of the value as a JavaScript object.

Locale Field

The locale field LocaleField only implements the value, confidence and pageId base Field attributes, but it comes with its own:

  • language (string): ISO 639-1 language code (e.g.: en for English). Can be undefined.
  • country (string): ISO 3166-1 alpha-2 or ISO 3166-1 alpha-3 code for countries (e.g.: GRB or GB for "Great Britain"). Can be undefined.
  • currency (string): ISO 4217 code for currencies (e.g.: USD for "US Dollars"). Can be undefined.

Payment Details Field

Aside from the basic Field attributes, the payment details field PaymentDetailsField also implements the following:

  • accountNumber (string): number of an account, expressed as a string. Can be undefined.
  • iban (string): International Bank Account Number. Can be undefined.
  • routingNumber (string): routing number of an account. Can be undefined.
  • swift (string): the account holder's bank's SWIFT Business Identifier Code (BIC). Can be undefined.

String Field

The text field StringField only has one constraint: its value is a string (or undefined).

Taxes Field

Tax

Aside from the basic Field attributes, the tax field TaxField also implements the following:

  • rate (number): the tax rate applied to an item can be undefined. Expressed as a percentage. Can be undefined.
  • code (number): tax code (or equivalent, depending on the origin of the document). Can be undefined.
  • base (number): base amount used for the tax. Can be undefined.

Note: currently TaxField is not used on its own, and is accessed through a parent Taxes object, an array-like structure.

Taxes (Array)

The Taxes field represents an array-like collection of TaxField objects. As it is the representation of several objects, it has access to a custom toString() method that can render a TaxField object as a table line.

Specific Fields

Fields which are specific to this product; they are not used in any other product.

Line Items Field

List of line item details.

A FinancialDocumentV1LineItem implements the following attributes:

  • description (string): The item description.
  • productCode (string): The product code referring to the item.
  • quantity (number): The item quantity
  • taxAmount (number): The item tax amount.
  • taxRate (number): The item tax rate in percentage.
  • totalAmount (number): The item total amount.
  • unitPrice (number): The item unit price.

Attributes

The following fields are extracted for Financial Document V1:

Purchase Category

category (ClassificationField): The purchase category among predefined classes.

console.log(result.document.inference.prediction.category.value);

Customer Address

customerAddress (StringField): The address of the customer.

console.log(result.document.inference.prediction.customerAddress.value);

Customer Company Registrations

customerCompanyRegistrations (CompanyRegistrationField[]): List of company registrations associated to the customer.

for (const customerCompanyRegistrationsElem of result.document.inference.prediction.customerCompanyRegistrations) {
  console.log(customerCompanyRegistrationsElem.value);
}

Customer name

customerName (StringField): The name of the customer.

console.log(result.document.inference.prediction.customerName.value);

Purchase Date

date (DateField): The date the purchase was made.

console.log(result.document.inference.prediction.date.value);

Document Type

documentType (ClassificationField): One of: 'INVOICE', 'CREDIT NOTE', 'CREDIT CARD RECEIPT', 'EXPENSE RECEIPT'.

console.log(result.document.inference.prediction.documentType.value);

Due Date

dueDate (DateField): The date on which the payment is due.

console.log(result.document.inference.prediction.dueDate.value);

Invoice Number

invoiceNumber (StringField): The invoice number or identifier.

console.log(result.document.inference.prediction.invoiceNumber.value);

Line Items

lineItems (FinancialDocumentV1LineItem[]): List of line item details.

for (const lineItemsElem of result.document.inference.prediction.lineItems) {
  console.log(lineItemsElem.value);
}

Locale

locale (LocaleField): The locale detected on the document.

console.log(result.document.inference.prediction.locale.value);

Reference Numbers

referenceNumbers (StringField[]): List of Reference numbers, including PO number.

for (const referenceNumbersElem of result.document.inference.prediction.referenceNumbers) {
  console.log(referenceNumbersElem.value);
}

Purchase Subcategory

subcategory (ClassificationField): The purchase subcategory among predefined classes for transport and food.

console.log(result.document.inference.prediction.subcategory.value);

Supplier Address

supplierAddress (StringField): The address of the supplier or merchant.

console.log(result.document.inference.prediction.supplierAddress.value);

Supplier Company Registrations

supplierCompanyRegistrations (CompanyRegistrationField[]): List of company registrations associated to the supplier.

for (const supplierCompanyRegistrationsElem of result.document.inference.prediction.supplierCompanyRegistrations) {
  console.log(supplierCompanyRegistrationsElem.value);
}

Supplier name

supplierName (StringField): The name of the supplier or merchant.

console.log(result.document.inference.prediction.supplierName.value);

Supplier Payment Details

supplierPaymentDetails (PaymentDetailsField[]): List of payment details associated to the supplier.

for (const supplierPaymentDetailsElem of result.document.inference.prediction.supplierPaymentDetails) {
  console.log(supplierPaymentDetailsElem.value);
}

Supplier Phone Number

supplierPhoneNumber (StringField): The phone number of the supplier or merchant.

console.log(result.document.inference.prediction.supplierPhoneNumber.value);

Taxes

taxes (TaxField[]): List of tax lines information.

for (const taxesElem of result.document.inference.prediction.taxes) {
  console.log(taxesElem.toString());
}

Purchase Time

time (StringField): The time the purchase was made.

console.log(result.document.inference.prediction.time.value);

Tip and Gratuity

tip (AmountField): The total amount of tip and gratuity

console.log(result.document.inference.prediction.tip.value);

Total Amount

totalAmount (AmountField): The total amount paid: includes taxes, tips, fees, and other charges.

console.log(result.document.inference.prediction.totalAmount.value);

Total Net

totalNet (AmountField): The net amount paid: does not include taxes, fees, and discounts.

console.log(result.document.inference.prediction.totalNet.value);

Total Tax

totalTax (AmountField): The total amount of taxes.

console.log(result.document.inference.prediction.totalTax.value);

Questions?

Join our Slack

Updated 22 days ago