How to Use Nanonets

Getting started with Nanonets

In this guide, you'll learn how to set up Nanonets and automate the extraction of data from financial documents like invoices and receipts. By the end, you will be able to streamline your document processing and save valuable time.

Step 1: Sign up and set up

1. Go to Nanonets website.
2. Click on the Get Started for Free button at the top right corner.
3. Fill in your details (name, email, and password) to create an account.
4. Verify your email by clicking the link sent to your inbox.
5. Log in to your Nanonets account.

Step 2: Your first document upload

1. On your dashboard, click on New Model.
2. Choose the type of document you want to process (e.g., Invoice, Receipt).
3. Click on Upload Document to upload a sample document.
4. Once uploaded, Nanonets will automatically start processing the document.
5. Review the extracted data in the provided fields. If needed, correct any inaccuracies.
6. Click on Save once you're satisfied with the extraction results.

Step 3: Get better results

1. Train your model by uploading more samples of the same document type. Click on Add More Samples to enhance accuracy.
2. Use the Data Validation feature to set rules for acceptable data formats (e.g., date formats or numerical ranges).
3. Explore the Integrations tab to connect Nanonets with your existing tools, such as Google Drive or accounting software for easier data management.

Pro tip

Regularly update your training samples with new document formats or variations to maintain high accuracy. This will help the model adapt to different layouts and improve extraction results over time.

Common mistake to avoid

Don’t skip the data validation step after extraction. Many beginners overlook this and end up with inaccurate data, which can lead to errors in financial reporting. Always double-check the extracted information before finalising it.