AI · Automation Coming soon 14 mins read

OCR Document Intelligence: Classifying Vendor Docs at Scale

By James Nguyen

How I built an OCR + classification + auto-routing pipeline for hundreds of incoming vendor docs, bank statements, and cost models — turning a PDF folder into a searchable operational feed.

The problem

Every week: 50+ vendor invoices, bank statements, internal cost models — all PDFs, all in a shared drive. Needed a pipeline that reads, classifies, and routes them without a human doing it.

What you'll build

  • An OCR layer that handles scanned PDFs, faxes, and mixed-quality docs
  • A classifier that tells invoice from statement from cost model
  • Auto-routing rules that drop documents into the right folder + surface metadata
  • An audit log so every auto-decision is reversible

1. Running OCR that doesn't blow up on bad scans

Coming soon — EasyOCR vs. Tesseract vs. cloud, and when I use which.

2. The classification layer

Coming soon — rule-based vs. LLM-assisted, and when I combine them.

3. Routing + metadata extraction

Coming soon — the minimal metadata schema that made downstream queries simple.

Wrap-up

Coming soon — failure modes and what I watch for.