Automation Systems · Finance and accounting
RPA and OCR Automation for Invoice and Document Processing
Automation that reads and validates incoming invoices and posts them to the accounting system largely eliminated manual data entry.
The problem we faced
The accounting team entered hundreds of documents into the system by hand every month. It was time-consuming, and entry errors caused overtime for corrections.
SolutionThe approach we developed
We set up automation that reads documents with OCR, validates fields and transfers them to the accounting system. Records with a low confidence score are routed for human approval, delivering speed and accuracy together. All operations are stored as an audit log.
Results
Measured gains
Process
How did the project progress?
- 01
Process map
Document types and rules were defined.
- 02
Prototype
OCR and validation performance were measured.
- 03
Integration
Transfer to the accounting system was set up.
- 04
Monitoring
Error and exception reports were put into operation.
Images
Snapshots from the project
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About this project
What problem did this project solve?
The accounting team entered hundreds of documents into the system by hand every month. It was time-consuming, and entry errors caused overtime for corrections. Automation that reads and validates incoming invoices and posts them to the accounting system largely eliminated manual data entry.
Which technologies and methods were used in the project?
The project used technologies and methods such as RPA, OCR, Rules engine, Accounting integration, Approval panel. The technology choice was based on the project's requirements and the existing systems.
How long did the project take and what were the results?
The project took about 10 weeks. Key results: Manual entry time: −%70; Entry errors (example): −%85; Processing time: Same day. Results are measured by comparing indicators before and after the project.
Which processes can be automated?
Rule-based, repetitive processes that work with digital data are good candidates. We evaluate your process together and identify the suitable ones.
Does automation replace employees?
The goal is to free the team from tedious, repetitive tasks and redirect it to value-adding work.
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