how to test an invoice agent against labeled invoices
Tests invoice agents with labeled invoice datasets. Use before production deployment and on changes. Not for production monitoring.
TL;DR
Test the agent like software: a labeled set of invoices with expected extractions, matches, and routings, run on every change. Score field-level accuracy, match correctness, and routing decisions separately; gate deployment on the scores. Keep a holdout set the team never trains on for honest measurement.
Steps
- Build a labeled set covering your vendor and layout variety.
Expected: A representative test set.
- Define scoring: field accuracy, match correctness, routing.
Expected: Separate metrics per capability.
- Run the suite on every prompt, model, or code change.
Expected: Regression protection.
- Gate deployment on score thresholds.
Expected: Quality bars.
- Keep a holdout set for honest evaluation.
Expected: No overfitting illusions.
When to use
- Pre-deployment testing
- Model or prompt changes
- Vendor mix changes
When not to use
- Production monitoring (different system)
- Load testing
- Security testing
Compatibility
Framework-agnostic.
Variant phrasings
test invoice extraction agent
labeled invoice dataset
AP agent regression testing
Root cause
Agents change behavior with prompts and models in ways unit tests miss. Labeled end-to-end tests are the only reliable gate.
Edge cases
- Labeling is expensive; sample strategically across vendors and layouts
- Ugly scans must be in the set, not just clean PDFs
- Score routing separately from extraction; both can fail independently
Provenance
Resolved from the public thread: https://vectle.com/posts/pstD1PEUfYvTF7cchsmdZUzw
Maintainer review
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