Mobile application for automated capture, sorting, and digital management of paper-based documents via smartphone with personalized invoice email and expense overview

Abstract

System for digital document capture using camera, OCR, PDF creation and automatic folder assignment.

Description

[0001] OH (OrdnerHeld) is an app for digital document capture and automatic sorting of paper-based documents. Users take photos of documents with their smartphone, and the app converts them to PDF files using OCR and automatically organizes them into predefined or user-defined folders.

[0002] Fixed main folders include Insurance, Bank, Government, Private, and Other. Extensions are possible through optional upgrade levels.

[0003] Upgrade packages: - OH Plus: Unlimited use, personal invoice email address for automatic sorting of received invoices (e.g., max2000@ordnerheld.de) - OH Pro: Includes all the features of Plus plus a monthly expense calculation, graphically displayed as a bar chart by folder - OH Business: For commercial use including forwarding of selected folders to tax advisors or defined email addresses

[0004] Additionally, users can create their own folders and expand existing ones. The app includes a user-advertisement recommendation system and is based on local data protection.

[0005] The technical implementation is done using Flutter, Tesseract OCR, and a PDF engine. The app can be used offline, and documents are stored locally. Description & Project Structure - OH (Folder Hero) 1. Project Idea

[0006] OrdnerHeld (OH) is a mobile application that allows users without computer skills to easily digitize paper documents using their smartphone camera. The system automatically recognizes the document type, saves it as a PDF, and assigns it directly to the appropriate folder. 2. Target group

[0007] The app is aimed at private individuals, self-employed people and small business owners who want to manage their paper documents efficiently and in a structured manner on their mobile device. 3. Main functions - Capture document via photo - OCR text recognition for content - PDF creation - Automatic assignment to fixed folders (e.g. bank, insurance, office, private, other) - Local storage of documents - Upgrade options for extended use 4. Extensions through upgrades - OH Plus: unlimited document storage + personal billing email address (e.g. name@ordnerheld.de) - OH Pro: Expenditure control with monthly bar chart (by folder) - OH Business: automatic forwarding of selected folder contents to tax advisors or other recipients 5. Invoice forwarding and folder logic

[0008] Incoming invoices via the personal OH email address are automatically assigned to the appropriate category (e.g., Amazon, Telekom). This recognition also occurs when forwarding from other email accounts. 6. Folder structure & user-friendliness

[0009] The app offers five main folders and optionally individually nameable subfolders. Its operation is deliberately kept simple so that even less technically experienced users can benefit from a structured digital filing system. 7. Recommendation system

[0010] Users can invite friends and acquaintances and receive a reward (e.g., upgrade credit) upon successful registration. This promotes organic distribution of the app. 8. Monetization

[0011] The model is based on a freemium principle with free basic functions and paid upgrades.

[0012] Payment models: monthly or annually, depending on the package chosen (Plus, Pro, Business). 9. Data protection & offline use

[0013] Documents are stored locally. There is no cloud storage unless the user explicitly activates tax advisor forwarding. 10. Technical implementation

[0014] The app is developed with Flutter for iOS and Android, uses Tesseract OCR, local SQLite databases, and native PDF generators. Technical description - Project OH (FolderHeld) 1. Title of the invention:

[0015] Mobile application for photographic capture, automated recognition, processing and structured storage of paper-based documents. 2. Technical area:

[0016] The invention relates to the field of mobile software development, in particular apps for digitizing, archiving and sorting documents for end users. 3. Technical task:

[0017] The goal is to develop a user-friendly solution for digitizing and automatically sorting documents using a smartphone camera, including extensions such as personalized billing addresses and automatic forwarding. 4. Technical solution:

[0018] The OH app allows users to photograph documents, recognizes content using OCR technology, and automatically converts them into PDF files. These are then saved according to predefined categories (e.g., insurance, bank, government, private) or user-defined folders.

[0019] An advanced system processes incoming invoices via an email address assigned by the user (e.g., max@ordnerheld.de), sorts them automatically, and optionally displays monthly expenditure statistics per folder as a bar chart.

[0020] The system also enables the automatic forwarding of specific folder contents to tax advisors or other external parties (business upgrade). 5. Protection claims:Modular structure - Camera for document capture - OCR text recognition for content recognition - PDF creation from scans - Automatic folder assignment (e.g. insurance, bank, etc.) - Local storage on the device - Upgrade system: OH Plus, Pro, Business - Invoice import via personal OH email address - Monthly expense calculation (e.g. bar chart) - Automated forwarding to tax advisors (business)

Claims

[1] System for digital document capture using camera, OCR, PDF creation and automatic folder assignment. [2] System according to claim 1, characterized in that a user-specific e-mail address is generated via which received invoices are automatically recognized and sorted. [3] System according to claim 2, wherein received invoices can be recognized by forwarding from any address. [4] System according to claim 1-3, which additionally provides a visual expenditure calculation per month and category. [5] System according to claim 1-4, which automatically transmits selected documents to external recipients when the business version is activated.