How to Convert Receipts to JSON

Managing receipt data manually can be both time-consuming and prone to errors, particularly for those who handle large volumes of receipts. Whether you’re managing a successful loyalty program or processing employee expense claims, converting receipts to JSON can streamline the process.

By automating data extraction and organizing it into a machine-readable format, this solution makes the data easy to use, share, and integrate into other systems.

In this blog, we’ll walk you through how Klippa’s Receipt OCR can simplify the process of converting receipts to JSON.

Practical Use Cases: Why Convert Receipts to JSON

Converting receipts to JSON means transforming them into a machine-readable format offering a wide range of practical applications that streamline workflows, improve accuracy, and save valuable time. Let’s see some of the use cases:

Expense Management

Organizing and categorizing receipt data for personal or business expenses makes it easier to track spending and automate expense reporting. This not only saves time but also minimizes manual errors, especially when managing large volumes of receipts.

Tax Compliance

Extracting tax details like VAT or GST is a crucial task. Converting this data to JSON simplifies validation and enables the generation of accurate reports for audits or filings while ensuring regulatory compliance.

Loyalty Program Automation

Tracking purchases and awarding points are simplified through automated loyalty programs, which enable businesses to manage rewards efficiently. With tools like receipt scanning, you can extract purchase data accurately and allocate points seamlessly. You can take a look at how receipt scanning for loyalty programs works with Klippa in the video below.

Integration with ERPs and CRMs

JSON receipt data integrates seamlessly with ERPs to automate expense tracking and reconciliation, while CRM integration helps businesses efficiently manage customer purchases and loyalty programs.

Financial Analysis and Insights

By converting receipt data into structured JSON, you can analyze spending, identify savings, and generate detailed financial reports, enabling better budgeting and strategic planning.

Data Sharing and Collaboration

Structured JSON data can be shared easily with third parties while ensuring accuracy across systems, improving collaboration, and streamlining compliance and reporting.

How to Convert Receipts to JSON Automatically with Klippa

Combining OCR and other AI technologies, the process of converting documents into JSON, XML, and other formats becomes easy as a breeze. With, Klippa DocHorizon, a powerful Intelligent Document Processing (IDP) platform you get the chance to experience the seamless process of automating your workflows.?

The platform is designed to support a variety of document formats, ensuring flexibility for various use cases.

Step 1: Sign up on the platform

To get started on the DocHorizon Platform, you first have to sign up for free by entering your email address and password, along with a few details like your full name, company name, use case, and volume. Once you’ve registered, you’ll receive €25 in free credits to explore all the platform’s features and capabilities.

After logging in, the next step is to create an organization and set up a project to access our services. For this use case – converting receipts to JSON – simply enable the Flow Builder and Financial Model services to get started. This ensures you have the right tools in place to begin your workflow seamlessly!

Step 2: Create a preset

The Financial Model can simplify your financial workflows by extracting, analysing, validating, and classifying data. It efficiently processes a wide range of financial documents, such as invoices, purchase orders, bank statements, and more.

To get started activate the Financial Model, and then you can create a new preset tailored to your needs. For this example, let’s name it “Receipts to JSON”. This preset allows you to activate the components you need for your specific use case. For this case, you’ll enable the financial, and line items components to process specific fields in your receipts such as transaction number, products purchased, and amount.

Here’s a tip: You can further customize the preset depending on your use case by enabling more components such as Date Details, Reference Details, Amount Details, Document Language, Payment Details, etc.

Step 3: Select your input source

After enabling the Flow Builder from the services interface, you can create a New Flow from scratch and assign it a name. For this example, we’ll name it “Convert Receipts to JSON”.

First, you need to select your input source. You can upload files directly from your device or connect to over 100 external sources like Google Drive, Dropbox, Outlook, Box, Salesforce, Zapier, OneDrive, your company’s database, or even cloud storage solutions like Amazon S3 and iCloud. Make sure to include all the receipts in the same folder so they can be processed in bulk if needed.

For this example, you’ll create a folder named “Input” in Google Drive and upload your receipts there.

Next, choose your input source by selecting “Google Drive” and then “New File” as your trigger. This is going to start your flow. On the right side, fill out the following sections:

• Connection: You can assign any name to your connection. For instance, we’ve named ours “google-drive”. Once named, the system will prompt you to authenticate with Google.
• Parent Folder: Input
• Include File Content: Check this box to ensure file content is processed.

Step 4: Capture and extract data

In this step, you’ll use the preset you created earlier to process all the selected data fields from the receipts in the input folder. The platform uses Optical Character Recognition (OCR) technology to automatically scan and extract the required data fields from each receipt.?

In the Flow Builder, press the + button and choose Document Capture: Financial Document.

To proceed, configure the following:

• Connection: Default DocHorizon Platform
• Preset: The name of your preset (in our case “Receipts to JSON”)
• File or URL: New file → Content

Step 5: Save the file

All the receipts are now processed, and you can choose how to handle the results. In this case, you can create a new file in Google Drive through the platform.

Press the + button and select Create new file → Google Drive

To proceed, configure the following:

• Connection: google-drive
• File Name: Document Capture: Financial Document → components → financial → document_date (string). Next to it, type .json?Here’s a tip: Instead of using “.json” for the file name, you can choose other formats such as PDF, CSV, XML, and more, depending on your preference.
• Text: Document Capture: Financial Document → components Here’s a tip: Select the text you want to include in the new document. By selecting components, you choose all the extracted elements.
• Content Type: Text
• Parent Folder: Output (the name of your output file)

Why Should You Use Klippa to Convert Receipts to JSON?

Klippa DocHorizon is an advanced automated document processing platform that allows you to convert your receipts or other documents into JSON or any other format that is important for your daily business processes.?

Here’s why Klippa DocHorizon is the right choice for you:

• Data extraction: Automatically extract data from any type of PNG receipt.
• Human-in-the-loop: Ensure almost 100% accuracy with our human-in-the-loop feature, allowing internal verification or support from Klippa’s data annotation team.?
• Document conversion: Convert PNG receipts into various business-ready data formats, including JSON, XLSX, CSV, TXT, XML, and more.
• Data anonymization: Protect sensitive information and ensure regulatory compliance by anonymizing privacy-sensitive data, such as personal information or contact details.
• Document verification: Authenticate documents automatically and identify fraudulent activity to reduce the risk of invoice fraud.

Simplicity is a core value at Klippa, that’s why we are continuously working on improving our documentation so it’s easier for you to implement and integrate our platform.

We also prioritize compliance, ensuring all Klippa workflows are compliant with HIPAA, GDPR, and ISO standards for secure and reliable data processing.