Systems and methods for user interfaces that provide enhanced verification of extracted data

Abstract

A computer software that provides the user with the means to import an image of a paper financial document for data extraction. The extracted data automatically populates a financial datasheet and can be synchronized with a company financial record being kept on an external accounting software. The present invention provides the user with the convenience of automatic data input and eliminates the traditional method of individually inputting financial transactions into the accounting software.

What is claimed is: 
     
         1 . A method, comprising:
 receiving, by one or more devices, image data that has been generated based on a document that depicts a plurality of numerical values;   extracting, by the one or more devices, the plurality of numerical values from the image data;   automatically populating, by the one or more devices, a user interface that includes a plurality of cells with the plurality of extracted numerical values, the populating including placing each numerical value, of the plurality of extracted numerical values, into a particular cell of the financial datasheet;   concurrently displaying, by the one or more devices, (a) an image that represents the image data and (b) the user interface that includes the plurality of cells that each include a particular numerical value extracted from the image data,
 wherein displaying the user interface includes using different colors, in different respective cells of the user interface, to indicate different confidence levels of the extracted numerical values included in the respective particular cells; 
   receiving, by the one or more devices, a selection of a particular cell, of the plurality of cells included in the user interface; and   highlighting, by the one or more devices, in response to receiving the selection of the particular cell, and while concurrently displaying the image and the user interface, a particular area of the image, the highlighted particular area being an area from which the particular numerical value, placed in the selected particular cell, was extracted.   
     
     
         2 . The method of  claim 1 , wherein the plurality of numerical values, extracted from the image data, include at least one numerical value comprising at least two digits. 
     
     
         3 . The method of  claim 1 , further comprising:
 exporting the plurality of cells, populated with the plurality of extracted numerical values, to a file.   
     
     
         4 . The method of  claim 3 , wherein exporting the plurality of cells to the file includes exporting the cells to a tabular data file. 
     
     
         5 . The method of  claim 1 , wherein the user interface includes a datasheet. 
     
     
         6 . The method of  claim 1 , wherein the document includes a paper document that depicts the plurality of numerical values, wherein the image data was generated based on scanning the paper document. 
     
     
         7 . The method of  claim 6 , wherein the paper document includes a paper financial statement. 
     
     
         8 . The method of  claim 1 , further comprising:
 receiving, out of a plurality of candidate templates, a selection of a particular template associated with the document,   wherein the extracting is performed based on the selected particular template.   
     
     
         9 . The method of  claim 1 , wherein the document depicts a plurality of words or phrases, wherein the extracting further includes extracting the plurality of words or phrases from the image data, the method further comprising:
 further automatically populating the user interface with one or more of the plurality of words or phrases.   
     
     
         10 . The method of  claim 9 , wherein the plurality of cells are arranged as a table in the user interface, wherein automatically populating the user interface with the one or more of the plurality of words of phrases includes using the one or more of the plurality of words or phrases are headings in the table. 
     
     
         11 . The method of  claim 1 , wherein the one or more devices include a computer. 
     
     
         12 . A system, comprising:
 one or more devices configured to:
 receive image data that has been generated based on a scanned paper document that depicts a plurality of numerical values; 
 extract the plurality of numerical values from the image data; 
 automatically populate a user interface that includes a plurality of cells with the plurality of extracted numerical values, the populating including placing each numerical value, of the plurality of extracted numerical values, into a particular cell of the financial datasheet; 
 concurrently display (a) an image that represents the image data and (b) the user interface that includes the plurality of cells that each include a particular numerical value extracted from the image data,
 wherein displaying the user interface includes using different colors, in different respective cells of the user interface, to indicate different confidence levels of the extracted numerical values included in the respective particular cells; 
 receive a selection of a particular cell, of the plurality of cells included in the user interface; and 
 highlight, in response to receiving the selection of the particular cell, and while concurrently displaying the image and the user interface, a particular area of the image, the highlighted particular area being an area from which the particular numerical value, placed in the selected particular cell, was extracted. 
 
   
     
     
         13 . The system of  claim 12 , wherein the plurality of numerical values, extracted from the image data, include at least one numerical value comprising at least two digits. 
     
     
         14 . The system of  claim 12 , wherein the one or more devices are further configured to:
 export the plurality of cells, populated with the plurality of extracted numerical values, to a file.   
     
     
         15 . The system of  claim 14 , wherein exporting the plurality of cells to the file includes exporting the cells to a tabular data file. 
     
     
         16 . The system of  claim 12 , wherein the user interface includes a datasheet. 
     
     
         17 . The system of  claim 12 , wherein the one or more devices are further configured to:
 receive, out of a plurality of candidate templates, a selection of a particular template associated with the scanned paper document,   wherein the extracting is performed based on the selected particular template.   
     
     
         18 . The system of  claim 12 , wherein the scanned paper document depicts a plurality of words or phrases, wherein the extracting further includes extracting the plurality of words or phrases from the image data, wherein the one or more devices are further configured to:
 further automatically populate the user interface with one or more of the plurality of words or phrases.   
     
     
         19 . The system of  claim 18 , wherein the plurality of cells are arranged as a table in the user interface, wherein automatically populating the user interface with the one or more of the plurality of words of phrases includes using the one or more of the plurality of words or phrases are headings in the table. 
     
     
         20 . A non-transitory computer-readable medium storing a set of computer-executable instructions to:
 receive image data that has been generated based on a scanned paper document that depicts a plurality of numerical values;   extract the plurality of numerical values from the image data;   automatically populate a user interface that includes a plurality of cells with the plurality of extracted numerical values, the populating including placing each numerical value, of the plurality of extracted numerical values, into a particular cell of the financial datasheet;   concurrently display (a) an image that represents the image data and (b) the user interface that includes the plurality of cells that each include a particular numerical value extracted from the image data,
 wherein displaying the user interface includes using different colors, in different respective cells of the user interface, to indicate different confidence levels of the extracted numerical values included in the respective particular cells; 
   receive a selection of a particular cell, of the plurality of cells included in the user interface; and   highlight, in response to receiving the selection of the particular cell, and while concurrently displaying the image and the user interface, a particular area of the image, the highlighted particular area being an area from which the particular numerical value, placed in the selected particular cell, was extracted.