Back to Case Studies
Business Automation
Invoice & Reconciliation Automation
ClientAsset Management Company
IndustryInvestment Management
Duration3 months
Team2 engineers
120hrs
Saved Monthly
Reduction in manual processing time
0.5%
Error Rate
Down from 5% with manual processing
1 day
Month-end Close
Reduced from 5 days previously
The Challenge
The operations team processed 2000+ invoices monthly with 4 FTEs. Reconciliation errors averaged 5%, causing payment delays and vendor disputes. Month-end close took 5 days of intensive manual work.
Our Solution
Implemented intelligent document processing with OCR, automated 3-way matching, exception handling workflows, and ERP integration with real-time AP visibility dashboard.
Our Approach
1
Analyzed invoice formats and mapped all data extraction requirements
2
Trained OCR models on company-specific invoice layouts
3
Built automated matching engine with configurable tolerance rules
4
Designed exception workflow with approval routing
5
Integrated with SAP for seamless payment processing
Technology Stack
PythonAzure AIPower AutomateSAP IntegrationReact
Ready to Achieve Similar Results?
Let's discuss how we can help transform your operations.