Intuit, Inc.

Ram Mohan Shamanna

Deepankar Mohapatra

Ronnie Douglas Douthit

Matthew E Gerde

Yogish Pai

Karpaga Ganesh Patchirajan

Steve George Goyette

Anu Singh

Yexin Huang

Peter Thomas

Amar J Mattey

Madhusudhanan Dharumaraj

Trichur Shivaramakrishnan Subramanian

Chinnadurai Duraisami

Chiranjeev Jagannadha Reddy

A processor may filter data to generate a subset of the data less than an entire set of the data. The subset may include at least one string and at least one numeric value. The processor may match the at least one string and the at least one numeric value to one of a plurality of archetypes by applying a clustering algorithm. Each archetype may include a subset of archetype data less than an entire set of archetype data. The processor may compare the entire set of data to the entire set of archetype data to identify at least one difference between the entire set of data and the entire set of archetype data. The processor may apply at least one optimization to address the at least one difference.

Optimization based on archetypes

A system for account mapping includes functionality for obtaining more than one labeled accounts labeled by more than one accountant; pre-processing more than one labeled accounts using natural language processing, using the more than one pre-processed labeled accounts to train an account mapping model that performs multinomial classification; receiving an account name from an accounting application where the account name includes a text label for an account included in a chart of accounts; generating an account mapping by applying the account mapping model to the account name, where the account mapping includes a type of the account, a sub-type of the account, a code, and a series associated with an accounting form; returning the account mapping to the accounting application through an Application Programming Interface (API); and receiving a corrected account mapping from an accountant and using the corrected account mapping as a new text label to incrementally update the account mapping model.

Automated field-mapping of account names for form population

A method including receiving a source file containing a plurality of documents which, to a computer, initially are indistinguishable from each other. A first classification stage is applied to the source file using a convolutional neural network image classification to identify source documents in the multitude of documents and to produce a partially parsed file having a multitude of identified source documents. The partially parsed file includes sub-images corresponding to the plurality of identified source documents. A second classification stage, including a natural language processing artificial intelligence, is applied to sets of text in bounding boxes of the sub-images, to classify each of the multitude of identified source documents as a corresponding sub-type of document. Each of the sets of text corresponding to one of the sub-images. A parsed file having a multitude of identified sub-types of documents is produced. The parsed file is further computer processed.

Automated document extraction and classification

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Frisco, TX, United States of America

Ram Mohan Shamanna