What fits your PDF invoice workflow?

Answer a few questions and get a first non-binding indication: is OCR enough as text recognition, or does your process need structured data, mapping, validation and controlled handoff?

For Finance, IT and EDI
For PDF-to-EDIFACT, ERP and e-invoicing
No personal data stored

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Select one or more answers and the Fit Check will show a first direction for your PDF workflow.

Assess your workflow

Choose the option that best describes your case. The result does not replace technical, tax or legal review.

Which route is relevant?

Choose the strongest context for the current workflow.

Internal ERP / finance processPDFs should continue into internal systems.Germany / XRechnungStructured invoice or XRechnung context is relevant.France / platform modelPlatform or country requirements must be considered.Poland / KSeFKSeF or country-specific data requirements are relevant.EU / cross-borderSeveral countries or cross-border processes.

How does the document arrive?

The input determines how much structure already exists.

Single document / ad hocNo regular pattern.Recurring PDF invoicesSimilar layouts appear regularly.Mixed supply-chain documentsInvoices, orders or delivery notes in a mix.Partner already sends EDIStructured exchange already exists.

Which target output do you need?

The more structured the target, the more important mapping and validation become.

Search / archive readabilityText should be searchable.ERP / finance systemFields should flow into a target system.EDIFACT / EDISegments, mappings and receiver logic matter.XRechnung / e-invoice / XMLStandards, mandatory fields and validation matter.API / CSV / XML handoffStructured handoff to downstream systems.

Are the layouts recurring?

PEDIF is especially relevant for recurring, activatable document layouts.

Unknown / often newLayout scope must be reviewed.Yes, recurringSimilar supplier or customer layouts.Some known layoutsPartly recurring patterns.No, mostly one-offsText recognition or manual review may be enough.

Do mandatory fields or amounts need validation?

Validation needs speak against pure text recognition.

No, only read textNo structured process needed.PartlySome fields must be plausible.Yes, mandatory fields / VAT / totalsBusiness logic and checks matter.Yes, e-invoicing relevantStandards and legal/tax review needed.

How important is exception handling?

No-Touch does not mean No-Control.

Not very relevantManual review is acceptable.Exceptions must be visibleUnclear cases should not pass silently.Controlled standard processStandard cases should run, exceptions should be reviewed.Receiver or platform rulesRules must be considered before handoff.

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Quick comparison

The difference is not only the format. It is structure, context, validation and target-system readiness.

Criterion	OCR	PEDIF	Classic EDI	Standards / platform
Input	PDF, scan or image	PDF or document-based input	Structured partner message	Country or standard format
Core capability	Recognize characters	Recognize recurring structures and prepare data	System-to-system exchange	Mandatory fields, syntax, platform or rule checks
Validation	Not automatically complete	Scope-dependent with rules and exceptions	Within agreed mapping	Format, syntax and legal review separately
Best fit	Search, archiving, simple preprocessing	Long-tail PDFs and structured downstream processing	Mature EDI partners	E-invoicing or platform processes

Note: This matrix is only a first orientation. EDIFACT, XRechnung, KSeF, France or other e-invoicing requirements must be validated for the concrete scope.

PDF remains the input. Structured data is the goal.

A PEDIF assessment reviews which document types, recurring layouts, mandatory fields, target systems and exception processes are realistic in your scope.

Request a PEDIF assessment Discuss PDF-to-EDI workflow

General information only, not legal advice. PEDIF does not replace EDI, does not guarantee universal compliance and does not process every PDF automatically. Scope, sources, target systems and legal requirements must be reviewed per project.