Invoice AI Excel Generator

🚀 Automate invoice image processing and Excel report generation using AI OCR.

Transform invoice images into structured Excel reports with AI-powered OCR, customer matching, and automated calculations.

📋 Features

• 🤖 AI-Powered OCR: Extract invoice data from images using advanced AI
• 📊 Excel Generation: Create structured Excel reports with formulas (like VLookup)
• 👥 Customer Matching: Fuzzy matching for customer name consistency using vector database
• 📁 File Management: Track and manage generated Excel files
• 🎨 Modern UI: Built with Wails for native desktop experience
• ⚡ Fast Processing: Efficient batch processing of multiple invoices

🏗️ Project Structure

excel-ai-updater/
├── backend/                    # Python FastAPI backend
│   ├── src/
│   │   ├── api/
│   │   │   ├── main.py        # FastAPI server
│   │   │   └── .env           # Environment variables
│   │   ├── excel/             # Excel generation logic
│   │   ├── knowledge_base/    # Customer database
│   │   └── models/            # Data models
│   └── requirements.txt       # Python dependencies
├── frontend/                   # Wails frontend
│   ├── src/
│   │   ├── components/        # JavaScript modules
│   │   ├── styles/           # CSS styles
│   │   └── data/             # JSON data storage
│   ├── index.html
│   └── package.json          # Node dependencies
├── app.go                     # Go application logic
├── main.go                    # Go main entry point
├── wails.json                 # Wails configuration
└── README.md

🛠️ Prerequisites

1. Install Go (Golang)

• Download: https://golang.org/dl/
• Windows: Download .msi installer and run
• Verify installation:

  go version

2. Install Node.js

• Download: https://nodejs.org/
• Recommended: LTS version (18.x or 20.x)
• Verify installation:

  node --version
  npm --version

3. Install Python

• Download: https://python.org/downloads/
• Recommended: Python 3.9+
• Verify installation:

  python --version
  # or
  python3 --version

4. Install Wails

go install github.com/wailsapp/wails/v2/cmd/wails@latest

🚀 Installation & Setup

1. Clone the Repository

git clone https://github.com/TanWaiKen/invoice-ai-excel.git
cd invoice-ai-excel

2. Backend Setup (Python)

# Navigate to backend
cd backend

# Create virtual environment
python -m venv .venv

# Activate virtual environment
# Windows:
.venv\Scripts\activate
# Linux/Mac:
source .venv/bin/activate

# Install Python dependencies
pip install -r src/requirements.txt

3. Frontend Setup (Node.js)

# Navigate to frontend (from project root)
cd frontend

# Install Node dependencies
npm install

4. Go Dependencies

# From project root
go mod tidy

🏃‍♂️ Running the Application - Create 2 terminal

Method 1: Development Mode (Recommended)

Terminal 1 - Backend:

cd backend
.venv\Scripts\activate  # Windows
# source .venv/bin/activate  # Linux/Mac
cd src/api
python main.py
# Server will run on http://localhost:8000

Terminal 2 - Frontend:

# From project root
wails dev
# App will open in development mode with hot reload

Method 2: Production Build

# Build the application
wails build

# Run the built executable
# Windows: .\build\bin\excel-ai-updater.exe
# Linux: ./build/bin/excel-ai-updater
# Mac: ./build/bin/excel-ai-updater.app

📖 Usage

1. Start the Backend: Run Python FastAPI server
2. Launch Frontend: Use wails dev or built executable
3. Select Files:
   • Choose image folder containing invoice images
   • Select Excel with a specific template and a formula sheet
   • 
   • 
4. Process: Click "Process Files" to generate Excel report
5. View Results: Check "Generated Files" tab for outputs

🔧 Configuration

Environment Variables (.env)

Create backend/src/api/.env:

# AI Service API Keys
GEMINI_API_KEY=your_api_key_here

Supported File Types

• Images: .jpg, .jpeg, .png, .gif
• Excel: .xlsx, .xls and need folow below format

🛠️ Development Commands

# Backend development
cd backend && python src/api/main.py

# Frontend development
wails dev

# Build for production
wails build

# Generate Go bindings
wails generate module

# Install dependencies
go mod tidy
npm install  # in frontend folder
pip install -r requirements.txt  # in backend folder

📝 API Endpoints

• POST /process-invoices - Process invoice images
• GET /health - Health check
• GET / - API information

🐛 Troubleshooting

Common Issues:

1. CORS Errors:

   • Ensure backend is running on localhost:8000
   • Check CORS settings in backend/src/api/main.py

2. Python Dependencies:

   pip install --upgrade pip
   pip install -r requirements.txt

3. Node Modules:

   cd frontend
   rm -rf node_modules package-lock.json
   npm install

4. Go Modules:

   go clean -modcache
   go mod download

📦 Building for Distribution .exe file

# Build for current platform
wails build

# Build for specific platform
wails build -platform windows/amd64
wails build -platform darwin/amd64
wails build -platform linux/amd64

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• Wails - Desktop app framework
• FastAPI - Python web framework
• Go - Backend language

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Good Luck for coding...! 🎉