Document intelligence for utility invoices

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Document intelligence for utility invoices

    The AI-driven Document Intelligence for Utility Invoices feature in the Operational Sustainability Workspace automates the extraction and processing of utility bill data, including consumption, billing dates, amounts, and units of measurement. This automation eliminates manual data entry, streamlines metric data collection, and enhances accuracy and efficiency in operational sustainability reporting. It supports diverse bill formats and languages and attaches the original invoice for audit traceability.

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    Extracted data is mapped via configurable tables to correct metric definitions and entities. Units of measurement are matched to existing entries in the Metric Unit (sngrcmetricunit) table; if unmatched, warnings are shown and the record is flagged as "Completed with Errors." Users can review, validate, override, and justify AI-extracted fields to ensure data integrity. Failed extractions can be corrected and reprocessed.

    To access this capability, users must be assigned the snesggenai.docinteluser role manually. The system only processes documents covering standard monthly periods for manual metric definitions; for irregular date ranges, automated metric definitions should be used to maintain reporting consistency.

    Key Features

    • Automates extraction of key utility bill data to reduce manual workload and errors.
    • Supports multiple document types and languages, scalable for diverse utility invoices.
    • Provides clear marking of AI-extracted fields for user verification and override with justification.
    • Maps extracted units of measurement to existing metric units or flags unmatched units with warnings.
    • Attaches the original invoice to metric data tasks for audit and compliance evidence.
    • Allows reprocessing of extraction after error correction.
    • Supports manual uploads and can be extended to integrate with email or other intake flows.

    Practical Use and Compliance

    This feature ensures consistent, accurate, and auditable operational sustainability metric reporting by automating tedious data entry and validation processes. It aligns with reporting standards requiring monthly period coverage for manual entries while offering flexibility through automated definitions for irregular billing cycles. Users benefit from improved data reliability, reduced data collection burden, and enhanced compliance through attached evidence and traceability.

    Viewing and Managing Extracted Data

    • Users can view extracted consumption, billing dates, amounts, and units directly mapped to metric data tasks.
    • The extraction status is clearly indicated, and AI-extracted fields are highlighted for review.
    • Users can override data with mandatory justification to maintain data accuracy.
    • The original utility invoice is accessible as an attachment for audit purposes.

    The AI-driven document intelligence for utility invoices feature is designed to automate metric data collection. It automates the metric data collection by extracting utility bill data such as consumption, billing dates, amounts, and units of measurement within the Operational Sustainability Workspace.

    Document intelligence overview

    Document Intelligence for Utility Invoices automates utility bill data extraction and processing, removing manual entry for metric reporting. It streamlines the data collection process, improving accuracy and efficiency while reducing the burden on data owners. This capability addresses the challenges of manual data collection, aggregation, and entry from diverse utility bill formats and languages. It promotes consistent and reliable operational sustainability reporting.

    The AI-extracted fields are clearly marked for verification, and you can override and justify changes to confirm data integrity. The original bill is attached to the metric data task for traceability and audit. After the extraction is completed, the extracted data is mapped to the correct metric definitions and entities using configurable mapping tables. The system extracts units of measurement from invoices and attempts to match them to existing units in the Metric Unit (sn_grc_metric_unit) table. If a matching unit is found, the unit reference is populated in the Metric Data record. If no matching unit is found, the Metric Data record is created without a unit reference, the extraction status shows Completed with Errors, and a warning message appears on the Invoice Detail record. Data owners can review, validate, or override extracted data as needed. If the extraction process fails, you can correct the errors and rerun the extraction by selecting reprocess option.

    Note:
    The sn_esg_gen_ai.docintel_user role is required to view the option to document intelligence for utility bills. This role must be manually assigned to an ESG user.

    To understand how you can extract details from the utility bills, refer to Extract data from utility invoices.

    Note:
    The fields extracted by AI on the Metric Data task page must be verified for accuracy before use.

    Metric definition date restriction

    When using Document Intelligence with manual metric definitions, the system only processes documents that cover standard monthly periods—where the start date is the first day of the month and the end date is the last day of the same month.

    If your source documents cover irregular date ranges, use automated metric definitions instead. Automated definitions can map and process data for any date range without the first/last day restriction, providing flexibility for irregular billing cycles or custom periods. This limitation ensures consistency with operational sustainability reporting standards that require standard monthly periods for manual metric entries.

    Benefits of document intelligence for utility invoices

    • Reduces manual workload and errors in operational sustainability data collection.
    • Promotes consistency and accuracy in operational sustainability metric reporting.
    • Enhances auditability and compliance with evidence management.
    • Scales to handle diverse document types and languages.
    • Supports manual uploads and can be extended to integrate with email or other intake flows.

    Viewing extracted data summary

    After the extraction and data mapping you can view the following:
    • The extracted key details from the utility bill, such as consumption, billing dates, bill amount, and units of measurement, mapped to the relevant operational sustainability metric data task.
    • The state of the extraction process (for example, complete or failed).
    • AI-extracted fields clearly marked for user review.
    • The option to review extracted data in the document intelligence review screen.
    • The ability to override extracted data and provide justification if needed.
    • The original utility bill attached as evidence for audit and compliance.