A financial services firm cut invoice processing time by 70% and eliminated manual errors
INV-8842 — Norvale Packaging
Matched to PO-4471, $9,340
INV-8851 — Vexler Polymer
Amount mismatch flagged
INV-8860 — Brightline Freight
Auto-coded, awaiting approval
The challenge
The accounts payable team manually opened email attachments, keyed invoice data into the ERP, matched line items against purchase orders, and routed approvals through email chains. Processing a single invoice took 15-20 minutes. Errors in data entry caused payment delays and strained vendor relationships. Month-end closes regularly ran two days late.
What we built
We built an automation pipeline that extracts invoice data from email attachments and scanned PDFs using OCR and an AI classification model. Extracted fields are validated against purchase orders in the ERP. Discrepancies are flagged for human review; clean invoices route automatically through the approval chain based on amount thresholds and department rules. Approved invoices queue for payment with full audit trails.
How we got there
Extract and validate
Built OCR and classification to pull invoice data from email attachments and scanned PDFs.
Match against POs
Automated line-item matching against the ERP, flagging only genuine discrepancies.
Automate approvals
Routed clean invoices through amount- and department-based approval rules with full audit trails.
Results
Invoice processing time dropped by 70%. Manual data entry errors were eliminated. Month-end close moved from two days late to on schedule. The AP team was reassigned from data entry to vendor relationship management and exception handling.
Services used in this engagement
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