Preview Extracting utility bill data with AI

Edit online

IBM® Envizi ESG Suite provides an AI-powered capability to extract data from utility bill attachments and populate values during manual data capture. The feature reduces manual effort and improves accuracy when you capture energy and utility data. Functionality can change for this preview feature. Review the data that AI extracted before you save the capture data form.

Before you begin

Watch the following short video to get an overview of utility bill data extraction:

The utility bill data extraction feature is enabled by default for all users during the preview period. System administrators can disable the feature in organization preferences and hide the Extract values button in the Capture form form:
  1. Click Admin > Organization Preferences > AI Preferences > Utility Bill Data Extraction.
  2. Change the Utility Bill Data Extraction setting to Disabled.

About this task

During data capture, you can upload a utility bill file in either PDF, image, CSV, or text file format and choose to analyze the file by using AI models. AI data extraction works best with documents that meet the following requirements:
  • Standard utility bill formats
  • Clearly legible PDFs or scanned documents
  • Documents that contain structured billing tables
Note: The account number in an uploaded utility bill must match either the account number or reference in Envizi ESG Suite. The validation ensures that the data is correctly attributed to the appropriate account. A warning message is displayed if the data does not correspond to an existing account.
AI identifies and populates the following values:
  • Billing period
  • Invoice number
  • Consumption, for example, kWh, water usage
  • Cost and charges
Important: The AI model is tuned for utility billing accounts, but the AI extraction feature is enabled for all account styles by default. System administrators can disable AI extraction in the organization preferences.

IBM continues to improve the accuracy and coverage of this preview feature. Send us your feedback and help us to improve the AI extraction feature.

Note the following points:
  • Not all file formats are supported.
  • Some fields might not be extracted consistently.
  • Not all fields from account styles are populated.
  • Complex or nonstandard layouts might require manual entry.

For more information, see also Data capture FAQ.

Procedure

  1. From the Envizi ESG Suite user interface, go to an account summary page or accounts grid and open the account's Capture data form.
  2. Upload a utility bill by using one of the following methods:
    • Drag and drop the file into the upload area.
    • Click to select the file from your device.
  3. Preview the file and confirm it matches the account.
  4. Click Extract values to use AI to extract data from the document into the form.
  5. For extracted values, review the confidence and review the values to confirm that they are accurate.
    You can click each extracted value to highlight the value on the document preview.
  6. Click Save to save the record.

What to do next

Because AI-generated values are suggestions, always review them. Do the following checks before you save the form:
  • Compare extracted values with the document preview.
  • Correct any missing or incorrect fields.
  • Ensure that units and reporting periods are accurate.