AI OCR frequently asked questions
Straight answers about Syncfinity AI OCR: getting started, uploading documents, accuracy, checking your results, accounting software, speed and data security.
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Getting started
What is AI OCR?
You upload your document. Our AI reads it, pulls out the data, and fills in all the right fields for you. No more typing everything by hand.
What kinds of documents can it read?
Almost any kind: invoices, receipts, delivery orders, purchase orders, claims, bank statements and more. It works with PDFs, photos, scanned documents and even handwritten notes.
Can I try it with my own documents first?
Yes. We offer a Free Custom Demo built around your own documents and your own workflow. Just send your requirements to info@syncfinity.com.my and we will set it up for you.
Do I need to install anything?
No. It is a cloud system customised for your company. Just log in from your browser and start using it.
How long does setup take?
Usually 2 to 4 weeks for the first-time setup. The exact time depends on how complex your workflow and requirements are.
Uploading documents
Can I just take a photo with my phone?
Yes, absolutely. Phone photos work well. For the best results, we recommend scanned or digital documents, because photos can sometimes come out blurry.
How many files can I upload at once?
You can upload up to 50 files in one batch, and run as many batches as you need. There is no limit on how many documents you can process in total.
My PDF has many pages. Will it read all of them?
Yes. It reads every page.
My PDF has many invoices inside. Can it split them up?
Yes. You choose how the PDF should be read:
- Mode 1: Each page is one document.
- Mode 2: The whole PDF is one document.
- Mode 3: One page has several documents (for example, 2 or 3 receipts scanned onto one page). The AI finds each one and reads them separately.
Accuracy
How accurate is it?
For clean, well-structured digital documents, accuracy is 95% to 100%. For handwritten notes, it is usually 75% to 90%. The AI sees the document the same way you do, so the neater the handwriting, the higher the accuracy.
Can it read blurry, crumpled or faded receipts?
Yes. We can also give the AI extra instructions for your specific document types, so it reads them even more accurately.
Can it read other languages?
Yes. It reads English, Malay, Chinese and many other languages.
Does it read every item line, or only the total?
It can read every item line. For receipts and expense bills, most clients only need the total. In fact, 98% of our clients choose total-only for expense documents. We set it up the way you need it.
Checking and saving
Do I still need to check the results?
Yes, and that is by design. AI OCR is built to save you time on typing and data entry, not to replace your judgement. No AI is 100% perfect, so a quick human check is the best practice.
The workflow is simple:
- AI extracts
- You review
- Saved to your system
This saves you a huge amount of time compared to typing everything by hand.
Can I edit the results if something is wrong?
Yes. Every detail stays editable until you post it to your accounting system.
Can I save my work and finish checking later?
Absolutely. That is how it is designed. Upload a batch of 10 to 40 documents and let the AI scan them in the background while you get on with more important work. You will be notified when it is done, and you can review them whenever you are ready.
My supplier's item codes are different from mine. Can it match them to my own item codes?
Absolutely. We set this up for you, so supplier items are matched to your own item codes automatically, even when the codes are completely different. Matching is based on the item description or any other details you give us.
Accounting software and export
Which accounting software does it connect to?
Any accounting software that supports API integration, including AutoCount, SQL Accounting, Xero and QuickBooks.
My accounting software does not support integration. Can I still use it?
Yes. We prepare your data in your software's import format, so you just import the file. This is the method we recommend when integration is not available, and it is still much faster than manual data entry.
After AI OCR reads my bills, how does it know which account code to use?
It depends on the type of document.
- For items with an item code: The account code follows the item. Your accounting software already links each item to an account. Once the item code is filled in, the correct account code comes with it automatically.
- For expense bills (like petrol, electricity or phone bills): These usually have no item code. During setup, we link each supplier to its default account, for example Shell to Petrol and TNB to Electricity. After that, every bill from that supplier gets the correct account code automatically. You can still change it on the review screen before posting.
Can I export to Excel?
Yes, absolutely. We can even customise the Excel template to match your format.
Speed
How long does one document take?
Usually 10 to 30 seconds, depending on how much content the document has.
Security and privacy
Is my data safe?
Yes. Your system is set up for your company only, and only your team can log in. You control who sees what through roles and permissions. Your documents are sent to our AI engine only to be read and extracted, and are not used for anything else.
Where are my documents stored?
On secure cloud hosting. You can choose the hosting server that suits your company.
Is my data used to train AI?
No. Your data is never used to train AI.
Can I control who in my team sees which documents?
Yes. Setting up roles and permissions is one of the first things we do when we customise your system.
Have more questions?
Contact us at info@syncfinity.com.my. We offer a Free Custom Demo built around your own documents and your own workflow.