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Daniel Gregurić

What's the quickest and most efficient way of keeping track of incoming invoices? A company accounting department usually keeps data on business expenses in lists where employees manually enter invoice data such as invoice number, invoice date, due date, total amount etc. It's a time-consuming and error-prone process, but thankfully, it can be automated with AI Builder and Power Apps or Power Automate.

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What's the quickest and most efficient way of keeping track of incoming invoices? A company accounting department usually keeps data on business expenses in lists where employees manually enter invoice data such as invoice number, invoice date, due date, total amount etc. It's a time-consuming and error-prone process, but thankfully, it can be automated with AI Builder and Power Apps or Power Automate.

In this 60-minutes long guided project, “Use AI Builder and Power Apps to Process Invoice Data”, you will create a SharePoint site and list, build and train AI Builder model for processing invoice data and create a Power Apps application which will use that model and AI builder to read data from invoices and save it to the created SharePoint list. Of course, that Power App application can be shared with colleagues so they can upload invoices from their devices or take a photo of them directly. All we need to do is take our phone, open the application, upload the document, or take a photo of the invoice and let the Power App and AI builder do the rest. Is that a great improvement of a business process or what? The best thing about SharePoint, AI Builder and Power Apps is that anyone can learn to use them regardless of their educational background. We don’t need to be familiar with any programming language, basic knowledge of Excel-like formulas is enough for completing this project.

Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.

If you are ready to automate manual, repetitive and time-consuming business processes and thus make time for more important tasks, then this project is for you! Let's get started!

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What's inside

Syllabus

Project Overview
In this guided project, you will build and train AI model using AI Builder Power Platform capability. Also, you will create a Power Apps application for viewing information extracted by the AI model and implement a functionality for saving the information to a SharePoint list.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops and implements a process using AI Builder and Power Apps, which are core skills for automating business processes
Teaches how to use AI Builder to extract data from invoices, which is a practical skill for accounting professionals
Taught by Daniel Gregurić who provides guidance and support, which can enhance the learning experience
Examines Office 365 services like SharePoint and Power Apps, which are widely used in the industry
Appropriate for individuals with basic knowledge of Excel-like formulas, making it accessible to a broader audience
Requires access to a Microsoft account and a Microsoft 365 Developer Program subscription account, which may pose a barrier for some learners

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Use AI Builder and Power Apps to Process Invoice Data with these activities:
Review basic Excel formulas and functions
Ensure a strong foundation by refreshing your knowledge of basic Excel formulas and functions, which will support your understanding of data manipulation and processing in the course.
Browse courses on Excel
Show steps
  • Review online tutorials or documentation
  • Practice using formulas in a spreadsheet
Recap accounting principles related to business expenses
Refresh your understanding of accounting principles to better grasp the context and relevance of the invoice processing solution covered in the course.
Browse courses on Accounting
Show steps
  • Review course materials or textbooks
  • Attend a refresher webinar or workshop
  • Discuss with a colleague or mentor
Review SharePoint, AI Builder, and Power Apps documentation
Familiarize yourself with the key concepts and features of the technologies used in the course to enhance your understanding.
Browse courses on SharePoint
Show steps
  • Read the Microsoft documentation for SharePoint
  • Explore AI Builder documentation and tutorials
  • Review Power Apps tutorials and user guides
Five other activities
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Participate in a study group or discussion forum
Engage with fellow learners to share knowledge, discuss challenges, and gain diverse perspectives on the course topics.
Show steps
  • Find a study group or discussion forum
  • Contribute to discussions
  • Seek feedback from others
  • Share your insights and experiences
Automate business expenses data processing
Get hands-on experience with AI Builder and Power Apps to automate data processing and improve efficiency in business accounting.
Show steps
  • Create a SharePoint site and list
  • Build and train AI Builder model
  • Create Power Apps application
  • Test and refine the application
  • Implement the solution in real-world business scenario
Practice data extraction using AI Builder
Sharpen your skills in extracting data from invoices using AI Builder's capabilities.
Browse courses on AI Builder
Show steps
  • Upload sample invoices
  • Create custom AI models
  • Train and evaluate models
  • Apply models to extract data
Develop a demonstration or presentation
Showcase your understanding of the course concepts by creating a presentation or demonstration that explains the benefits and applications of the solution you built.
Browse courses on AI Builder
Show steps
  • Gather materials and resources
  • Structure your presentation or demonstration
  • Develop visual aids and handouts
  • Practice your delivery
Contribute to an open-source project related to invoice processing
Apply your skills in a practical setting by contributing to an open-source project focused on invoice processing, further enhancing your understanding and giving back to the community.
Show steps
  • Identify a suitable open-source project
  • Review the project documentation
  • Make contributions to the codebase
  • Engage with the project community

Career center

Learners who complete Use AI Builder and Power Apps to Process Invoice Data will develop knowledge and skills that may be useful to these careers:
Data Scientist
As a Data Scientist, you will use data to solve complex business problems and make informed decisions. This course will help you develop the skills needed to collect, clean, analyze, and visualize data, as well as build and deploy machine learning models.
AI Engineer
As an AI Engineer, you will design and develop AI solutions to solve complex business problems. This course will provide you with the foundational knowledge and skills needed to build and deploy AI models.
Machine Learning Engineer
As a Machine Learning Engineer, you will build and maintain machine learning models to solve business problems. This course will help you develop the skills needed to design, implement, and evaluate machine learning models.
IT Analyst
As an IT Analyst, you will analyze IT systems to identify and resolve problems. This course will help you build a foundation in AI and machine learning, which can be used to automate IT analysis tasks and improve the accuracy and efficiency of your work.
Operations Research Analyst
As an Operations Research Analyst, you will use mathematical and analytical techniques to solve complex business problems. This course will help you build a foundation in AI and machine learning, which can be used to improve the efficiency and effectiveness of operations.
Supply Chain Analyst
As a Supply Chain Analyst, you will analyze supply chain data to improve the efficiency and effectiveness of supply chains. This course will help you build a foundation in AI and machine learning, which can be used to automate supply chain analysis tasks and improve the accuracy and efficiency of your work.
Business Intelligence Analyst
As a Business Intelligence Analyst, you will collect, analyze, and interpret data to help businesses make informed decisions. This course will help you build a foundation in AI and machine learning, which can be used to automate data analysis tasks and improve the accuracy and efficiency of your work.
Sales Analyst
As a Sales Analyst, you will analyze sales data to understand customer behavior and improve sales strategies. This course will help you build a foundation in AI and machine learning, which can be used to automate sales analysis tasks and improve the accuracy and efficiency of your work.
Data Analyst
As a Data Analyst, you will use data to solve business problems and make informed decisions. This course will help you develop the skills needed to collect, clean, and analyze data, as well as create visualizations to communicate your findings.
Financial Analyst
As a Financial Analyst, you will analyze financial data to make investment recommendations and provide insights to businesses. This course will help you build a foundation in AI and machine learning, which can be used to automate financial analysis tasks and improve the accuracy and efficiency of your work.
Marketing Analyst
As a Marketing Analyst, you will analyze marketing data to understand customer behavior and improve marketing campaigns. This course will help you build a foundation in AI and machine learning, which can be used to automate marketing analysis tasks and improve the accuracy and efficiency of your work.
Risk Analyst
As a Risk Analyst, you will identify, assess, and mitigate risks to an organization. This course will help you build a foundation in AI and machine learning, which can be used to develop risk management models.
Software Engineer
As a Software Engineer, you will design, develop, and maintain software applications. This course will help you build a foundation in AI and machine learning, which are becoming increasingly important in software development.
Business Analyst
In your role as a Business Analyst, you can help organizations improve their processes and maximize efficiency by automating tasks using AI and machine learning. This course will help you build a foundation in these technologies and gain hands-on experience in applying them to real-world business scenarios.
Project Manager
As a Project Manager, you will plan, execute, and manage projects. This course may help you build a foundation in AI and machine learning, which can be used to automate project management tasks and improve the efficiency and effectiveness of your work.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Use AI Builder and Power Apps to Process Invoice Data.
Provides a comprehensive overview of the latest AI technologies and their potential applications in business. It also covers the ethical and societal implications of AI.
Provides a practical guide for business executives on how to use AI to improve their decision-making and drive innovation.
Provides a comprehensive guide to SharePoint administration, including instructions on how to manage users, permissions, and content.
Provides a clear and concise explanation of artificial intelligence, with a focus on making AI concepts understandable to non-technical readers.

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