Transaction Parser

bench get-app https://github.com/karm1000/transaction-parser

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# Transaction Parser ## Overview Transaction Parser is an AI-powered add-on for ERPNext that automatically extracts data from PDFs and creates draft documents (Sales Order / Purchase Invoice) . It supports multiple document types and regions, making it easier to digitize and process business documents. ## Features * **AI-Powered Extraction**: Uses advanced AI models (OpenAI, DeepSeek, Google Gemini) to extract structured data from PDFs * **Multi-Document Support**: Handles Sales Orders and Purchase Invoices (Expenses) * **Regional Support**: Special handling for India-specific requirements (GSTIN, PAN, HSN codes) * **Email Integration**: Automatically processes documents from incoming emails * **Customizable Schemas**: Flexible field mapping and custom schema support * **Smart Item Matching**: Automatically matches items from previous invoices ## Configuration 1\. Enable Transaction Parser Navigate to **Transaction Parser Settings** and configure: 1. **Enable**: Check to activate the app 2\. **Default AI Model**: Select from available models: * DeepSeek Chat * DeepSeek Reasoner * OpenAI gpt-4o * OpenAI gpt-4o-mini * OpenAI gpt-5 * Google Gemini 2.5 pro * Google Gemini 2.5 flash 3\. API Keys Setup Add your API keys for the AI services: | Service Provider | Models Supported | | :---- | :---- | | OpenAI | gpt-4o, gpt-4o-mini , gpt-5 | | DeepSeek | deepseek-chat, deepseek-reasoner | | Google | gemini 2.5 pro, gemini 2.5 flash | 4\. Email Configuration (Optional) To automatically process documents from emails: 1. **Parse Incoming Emails**: Enable email processing 2. **Incoming Email Accounts**: Configure which email accounts to monitor 3. **Party Emails**: Map email addresses to specific customers/suppliers 5\. Transaction Configuration * **Invoice Lookback Count**: Number of past invoices to consider for item matching (default: 5\) ## Usage ### Manual Document Processing 1. Navigate to Sales Order or Purchase Invoice list view 2. Click on **Actions → Parse Sales Order/Expense Invoice** 3. Upload your PDF file 4. Select: * **AI Model**: Choose the AI model to use * **Country**: Select India or Other * **Page Limit**: (Optional) Limit pages to process 5. Click **Submit** https://github.com/user-attachments/assets/6c70d018-1de2-40de-97e2-1c1c9b583a11 The system will: * Extract text from the PDF * Send it to the AI model for processing * Create a draft document with extracted data * Attach the original PDF to the created document ### Automatic Email Processing When enabled, the system automatically: 1. Monitors configured email accounts 2. Extracts PDF attachments from emails 3. Processes them based on sender and configuration 4. Creates draft documents ## Model Comparison | Model | Provider | Best For | Speed | Cost | | :---- | :---- | :---- | :---- | :---- | | gpt-5 | OpenAI | State-of-the-art accuracy, complex multi-page documents | Medium | High | | gpt-4o | OpenAI | Complex documents, high accuracy | Medium | Medium-High | | gpt-4o-mini | OpenAI | Cost-effective, good accuracy | Fast | Low | | gemini-2.5-pro | Google | Advanced reasoning, large context window | Medium | Medium | | gemini-2.5-flash | Google | Fast processing, bulk documents | Very Fast | Low | | deepseek-chat | DeepSeek | General purpose extraction | Fast | Low | | deepseek-reasoner | DeepSeek | Complex reasoning tasks | Slow | Medium | ## India-Specific Features The Transaction Parser app includes robust support for Indian business requirements through integration with the **India Compliance** app. These features enable automatic handling of GST regulations, Indian business identifiers, and region-specific validation requirements. ### Prerequisites * **India Compliance App**: Must be installed for India-specific features to work ### India-Specific AI Model Enhancements **Enhanced Data Extraction** - When processing documents with the India region selected, the AI models are enhanced to extract: 1. **GST Identification Numbers (GSTIN)** 2. **Permanent Account Numbers (PAN)** 3. **HSN/SAC Codes** 4. **Tax Components** ### Automatic Supplier Creation GSTIN-Based Supplier Creation When enabled in settings, the system can automatically create suppliers: 1. **Configuration** * Enable "Auto Create Supplier" in Transaction Parser Settings * Requires valid GSTIN in the invoice ## License [GNU General Public License (v3)](https://github.com/resilient-tech/transaction-parser/blob/version-15/license.txt)