AI-Powered Batch Invoice Processing: Automate PDF/UA Compliance with PDFix

The challenge is clear:

  • Manual tagging is slow, expensive, and error-prone
  • Outsourcing remediation adds delays and security risks
  • In-house teams can’t scale when millions of documents are involved

With its latest release, PDFix introduces enhanced auto-tagging Templates built for high-volume invoice processing. Instead of fixing accessibility issues at the end, PDFix ensures built-in PDF/UA and WCAG compliance at the moment of creation — delivering screen reader–friendly, compliant invoices automatically.

Why Automate PDF Invoice Accessibility?

PDFix Templates leverage this structure to:

  • Detect visual patterns (headers, logos, tables, footers)
  • Map them to accessible tags (headings, paragraphs, tables)
  • Deliver PDF/UA-compliant output automatically

This means invoices become:

  • Screen reader–friendly from the start
  • Legally compliant without manual intervention
  • Scalable across high volumes with consistent quality

Smarter Tagging for Invoices and Tables

Complex invoices often include multi-page tables, charts, and structured financial data. Traditionally, these require heavy manual tagging. PDFix removes that bottleneck.

With auto-tagging templates, you can:

  • Automatically detect the start and end of tables, even across multiple pages
  • Tag rows, columns, and headers with precision
  • Apply a single JSON template across thousands of structurally identical invoices

💡 Example: One invoice may have a table spanning one page, another ten pages. PDFix intelligently recognizes both and applies correct tagging rules — no manual adjustments needed. Explore the Tech Solutions Invoice use case sample on GitHub.

Comparison of invoice documents: untagged PDF on the left, arrow pointing to tagged PDF on the right showing structured, accessible document layout.

JSON Templates: Flexible and Human-Readable

At the core of PDFix automation are JSON-based templates. These templates are:

  • Editable – define line-level rules for headers, titles, logos, and sections
  • Flexible – set anchors and bounding boxes to adapt to dynamic layouts
  • Scalable – reuse the same template for millions of invoices with variable content

This ensures precise and consistent tagging, no matter how your invoice content expands or contracts.

Check out the Invoice JSON Sample on GitHub: JSON Sample Template

Seamless Integration into Your Workflow

PDFix is designed to fit into your existing invoicing, CRM, or ERP systems with minimal effort. Once integrated, every document you generate is:

  • PDF/UA and WCAG-compliant
  • Accessible for screen readers
  • Ready for distribution immediately

Whether you run a custom application or an enterprise-grade CMS, PDFix scales accessibility across your workflow without disruption.

Why This Matters

By adopting PDFix auto-tagging, organizations gain:

  • Reduced costs – Eliminate manual remediation and outsourcing
  • Guaranteed compliance – Meet PDF/UA, WCAG, ADA, Section 508, and EAA requirements
  • Improved customer experience – Deliver documents every user can access
  • Secure processing – PDFix is government-ready for sensitive financial workflows

Next Steps with PDFix

Ready to bring invoice accessibility into your workflow? Here’s where to start:

  • Dive deeper into how templates work on our PDFix Layout Template page
  • Follow the User Guide for step-by-step setup and customization
  • Explore real-world examples in our GitHub Samples including invoice templates and JSON files
  • Test and refine templates with PDFix Desktop
  • Integrate large-scale automation into your systems using the PDFix SDK