PARSER GUIDES
Overview
Post Processing
Transform and clean your extracted data
Post Processing runs after PARSER extracts data from your documents. You can use it to transform, clean, and enrich the extracted data before it's exported or sent to integrations.
What is Post Processing?
Post Processing lets you:
- Transform values - Format dates, clean up numbers, remove currency symbols, convert text to numbers
- Enrich data - Match values using CSV files or existing parser data, then add IDs, dates, counts, or calculated fields
- Validate data - Check that values meet certain rules before export
- Standardize formats - Make sure dates, amounts, and other values are consistent
When to use Post Processing
Use Post Processing when:
- Extracted data needs cleaning - e.g. amounts have "$" symbols that need removing, dates are in different formats
- You need to match values - e.g. match vendor names to a CSV, enrich invoices from a purchase-order parser, or count possible duplicates
- You want calculated fields - e.g. calculate totals, add tax, compute percentages
- Data needs standardization - e.g. format all dates the same way, standardize currency
How it works
1. PARSER extracts data from your document
2. Post Processing runs and transforms the data
3. The transformed data is what gets exported or sent to integrations
Post Processing runs automatically for every document you process, so you don't need to do anything extra after setting it up.
Post Processing methods
- Lookups - Match extracted values to a CSV file or completed documents from another parser
- Custom Code - Describe the change to AI or write JavaScript to format dates, clean amounts, calculate values, and make other changes
Next steps
- Lookups - Match and enrich using CSV files or parser data
- Clean and Format Data - Use Ask AI or Custom Code for common changes
- Custom Code - Test and save a custom transformation