SailStream.ai
Welcome to SailStream Training
The SailStream is a 1st Gen system designed to automate data entry of invoices for speed, accuracy and best practice efficiencies. Invoices are processed in seconds vs hours, removing the time consuming task of data entry, and the frustration of having to correct errors.
Lesson 1 - Invoice Types
The automated platform is easy to use, allowing for of variety of invoice types. There are three characteristics recognized by the systems, each are managed differently.
Simple – Clean, legible, single page files, or invoices that have been used to train the AI.
Complex – Invoices that are multiple pages long, photographed, handwritten, or require AI Training.
Lesson 2 - Upload Invoices
Enter the Customer name into the field, then choose up to 100 invoice (files) to be selected and processed at a time. Files defined as Simple and Complex can be selected and added to the Upload queue ready for the next step.
Lesson 3 - Speed Scan
When the invoices have been selected, we use a process called Speed Scanning to quickly runs through all the invoices.
After the first round of processing is complete, another 100 invoices can then be added until all invoices for a client are complete.
Invoice Disposition
Invoices that have met all requirements are considered Complete and are submitted when all the remaining invoices have been processed.
Incomplete invoices will display on the Scan Results List
Invalid – Invoices that are missing required information, illegible, or lack the information to train, duplicate field names, or miss parsing.
Creating two list… complete, incomplete, to be covered in the next lesson
On occasion, there will be invoices that can not be finalized, which can be Ignored to avoid the delay in submitting completed invoices.
Lesson 4 - Speed Scan Results
We use a process called Speed Scanning to quickly runs through all the invoices and reports back the required field compliance.
Invoice Disposition
Invoices that have met all requirements are considered Complete and are submitted when all the remaining invoices have been processed.
Incomplete invoices will display on the Scan Results List
Invalid – Invoices that are missing required information, illegible, or lack the information to train, duplicate field names, or miss parsing.
On occasion, there will be invoices that can not be finalized, which can be Ignored to avoid the delay in submitting completed invoices.
Sorting – lowest to highest
Scan Results
Step 3 - AI DC
Its important to note, this is a 1st Gen system and will need ongoing training to improve the performance.
We’ve designed a “best practice” process to continuously train AI naturally. Our first of its kind process naturally combines performance with programming on a dynamic platform.
AI Data Collection
Step 4 - Deep Scan
Use the Deep Scan when Invoices that have several missing requirements. AI will scan all remaining invoice pages for legible and relevant data. process to review more complex invoices characteristics.
Step 5 - Submit Invoice List
After all the Invoices have been completed, the final step is to download the list for processing in your system. The list has been configured to match your systems requirements.
If you encounter errors on the upload, we have priority service to our Support Ticket system. Complete a ticket and attach the file, we will contact you with options.