UtiliRead

UtiliRead is the automated OCR engine that reads uploaded PDF invoice documents and extracts line items, totals, and meter data into UMS invoice records.

UtiliRead is UMS’s automated OCR (Optical Character Recognition) system that reads and extracts data from uploaded invoice documents.

How UtiliRead works

When you upload an invoice PDF, UtiliRead automatically runs through the following stages:

1. Read the document

   UtiliRead uses OCR to extract text and data from the document.

2. Identify the source

   It identifies the supplier, account, and connection from the invoice content.

3. Extract key fields

   It extracts key fields — invoice number, dates, amounts, consumption data, and line items.

4. Create the invoice

   It creates an invoice record with the extracted data.

OCR processing history

The UtiliRead page shows a history of all OCR processing jobs:

Column	Description
Status	Processing result — SUCCESS or FAILED
Date Started	When the OCR job began
Date Ended	When the OCR job completed
User Added	The user who triggered the upload

Click See Details on any job to view the extracted data, original document, and any processing errors.

Uploading invoices

The banner at the top directs you to the Invoice Imports page for uploading new invoices. The UtiliRead page itself is focused on viewing OCR processing history and results.