Sort invoices from receipts

Nodes used: Parse, Classify, Extract A shared inbox receives invoices and receipts, and they need different fields. One workflow handles both: Parse reads the file, Classify labels it as an invoice or a receipt, and the edge branch sends it to the Extract node built for that kind. The document only pays for the Extract it reaches.

                          ┌─ invoice ─> [ Extract: invoice ]
[ Parse ] → [ Classify ] ─┤
                          └─ receipt ─> [ Extract: receipt ]

The workflow

{
  "name": "Inbox: invoices and receipts",
  "nodes": [
    { "id": "parse_1", "type": "parse", "mode": "flash" },
    {
      "id": "classify_1",
      "type": "classify",
      "categories": [
        { "id": "invoice", "name": "Invoice", "description": "A bill for goods or services with a total due" },
        { "id": "receipt", "name": "Receipt", "description": "Proof of a completed payment" }
      ]
    },
    {
      "id": "extract_inv",
      "type": "extract",
      "extraction_schema": { "fields": [
        { "name": "invoice_number", "description": "Invoice identifier", "data_type": "string" },
        { "name": "total_amount",   "description": "Grand total, including tax", "data_type": "float" },
        { "name": "due_date",       "description": "Date payment is due", "data_type": "date" }
      ] }
    },
    {
      "id": "extract_rec",
      "type": "extract",
      "extraction_schema": { "fields": [
        { "name": "merchant",    "description": "Who was paid", "data_type": "string" },
        { "name": "amount_paid", "description": "Amount paid", "data_type": "float" }
      ] }
    }
  ],
  "edges": [
    { "source": "parse_1",    "target": "classify_1" },
    { "source": "classify_1", "target": "extract_inv", "branch": "invoice" },
    { "source": "classify_1", "target": "extract_rec", "branch": "receipt" }
  ]
}

import os

from anyformat.sdk import Client
from anyformat.workflow import Schema
from anyformat.workflow.nodes import ClassifyCategory

client = Client(api_key=os.environ["ANYFORMAT_API_KEY"])

invoice = ClassifyCategory(id="invoice", name="Invoice", description="A bill for goods or services with a total due")
receipt = ClassifyCategory(id="receipt", name="Receipt", description="Proof of a completed payment")

workflow = (
    client.workflow("Inbox: invoices and receipts")
    .parse(mode="flash")
    .classify(invoice, receipt)
    .extract([
        Schema.string("invoice_number", "Invoice identifier"),
        Schema.float("total_amount", "Grand total, including tax"),
        Schema.date("due_date", "Date payment is due"),
    ], branch=invoice)
    .extract([
        Schema.string("merchant", "Who was paid"),
        Schema.float("amount_paid", "Amount paid"),
    ], branch=receipt)
    .create()
)

import { Anyformat, Schema } from "@anyformat/sdk";

const af = new Anyformat({ apiKey: process.env.ANYFORMAT_API_KEY! });

const invoice = { id: "invoice", name: "Invoice", description: "A bill for goods or services with a total due" };
const receipt = { id: "receipt", name: "Receipt", description: "Proof of a completed payment" };

const workflow = await af
  .workflow("Inbox: invoices and receipts")
  .parse({ mode: "flash" })
  .classify([invoice, receipt])
  .extract([
    Schema.string("invoice_number", "Invoice identifier"),
    Schema.float("total_amount", "Grand total, including tax"),
    Schema.date("due_date", "Date payment is due"),
  ], { branch: invoice })
  .extract([
    Schema.string("merchant", "Who was paid"),
    Schema.float("amount_paid", "Amount paid"),
  ], { branch: receipt })
  .create();

The edge that leaves Classify carries branch, the category id. The API rejects an edge out of Classify without one.

Run it and read the result

curl -X POST https://api.anyformat.ai/v3/workflows/$WORKFLOW_ID/upload/run/ \
  -H "Authorization: Bearer $ANYFORMAT_API_KEY" \
  -F files=@invoice.pdf
# → 202 { "run_id": "…", "status": "queued" }

curl https://api.anyformat.ai/v3/runs/$RUN_ID/ \
  -H "Authorization: Bearer $ANYFORMAT_API_KEY"

result = workflow.run("invoice.pdf").wait()

print(result.raw["classifications"][0]["category"])   # "Invoice"
print(result.field("total_amount").value)             # "4594.62"

import { readFile } from "node:fs/promises";
import type { ExtractedField } from "@anyformat/sdk";

const run = await workflow.run(new File([await readFile("invoice.pdf")], "invoice.pdf"));
const result = await run.wait();

console.log(result.raw.classifications[0]?.category);                                   // "Invoice"
console.log((result.field("total_amount") as ExtractedField<string> | undefined)?.value); // "4594.62"

The run for a one-page invoice, trimmed. classifications[].category is the category name, and only the Extract on the taken branch produces fields:

{
  "status": "processed",
  "results": {
    "classifications": [
      {
        "category": "Invoice",
        "confidence": 100.0,
        "evidence": "The document is explicitly titled \"INVOICE\" and includes invoice number INV-2026-9001, issue and due dates, itemized charges, subtotal, tax, and a total due of $4,594.62."
      }
    ],
    "extractions": [
      {
        "split_name": null,
        "partition": null,
        "fields": {
          "invoice_number": { "value": "INV-2026-9001", "confidence": 98.0, "evidence": [{ "text": "Invoice #: INV-2026-9001", "page_number": 1 }] },
          "total_amount":   { "value": "4594.62",       "confidence": 99.0, "evidence": [{ "text": "TOTAL: $4,594.62", "page_number": 1 }] },
          "due_date":       { "value": "2026-03-22",    "confidence": 97.0, "evidence": [{ "text": "Due date: 2026-03-22", "page_number": 1 }] }
        }
      }
    ]
  }
}

Tips

Write category descriptions as a reader would tell the two apart, not as a label. “Proof of a completed payment” beats “receipt”.
Two categories can share one Extract node when they need the same fields: point both branches at it.
Flash parse is enough for born-digital PDFs and keeps this workflow at 7 + 10 + 35 credits per page. Move Parse to Standard when scans arrive.
A document that matches no category is still classified: Classify always picks the closest one. Add an “Other” category with an explicit description when you need a place for the rest, and leave its branch without an Extract.

Classify and Split for files that hold several documents.
Contract analysis to add Validate after an Extract.

Examples

Read only

Read, then pull out

Sort first, then pull out

Extract, then check

Operate at scale

Sort invoices from receipts

The workflow

Run it and read the result

Tips

Next

​The workflow

​Run it and read the result

​Tips

​Next

The workflow

Run it and read the result

Tips

Next