Accounting/Finance Document Structuring and Data Annotation
OpenTrain AI · Remote · Worldwide · Posted Apr 27, 2026
This project focuses on accounting and finance documents. Contributors will review financial PDFs and ensure the extracted structure is accurate, complete, and meaningful.
Primary responsibilities:
- Review finance/accounting documents such as invoices, receipts, bank statements, financial statements, tax/audit materials, payment records, and business reports.
- Identify and correct OCR errors in numbers, dates, currency amounts, account names, table values, totals, and financial terminology.
- Assign the correct document-region labels, including text, section headers, titles, page headers/footers, tables, key-value fields, captions, footnotes, handwritten text, signatures, and unreadable content.
- Check whether labels and transcriptions make sense in the context of the financial document, not just whether they look visually correct.
- For tables, review or create clean HTML table output that preserves rows, columns, headers, totals, and financial meaning.
- For key-value sections, create accurate JSON key-value pairs for fields such as invoice numbers, dates, vendor/customer names, totals, balances, payment terms, tax amounts, and account references.
- Organize reading order and parent/child or previous-instance relationships so financial documents can be reconstructed correctly.
- Complete a final quality check before submission, with special attention to financial accuracy and consistency.
The tool includes OCR preannotation and bounding boxes. You will still need to verify, correct, and complete the output. Accounting/finance knowledge is more important than prior experience with this exact annotation tool.