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RPA Invoice Automation

Our RPA solution enables efficient and seamless automation of invoice processing tasks, reducing manual effort and increasing accuracy. Designed for multi-country and multi-language invoices, the system routes each invoice through the appropriate approval workflow based on country-specific policies..

Key Objectives

  • Automate the extraction and processing of invoice data.
  • Ensure compliance with country-specific approval workflows.
  • Minimize human errors and improve turnaround time..
  • Provide real-time insights into invoice processing and SLA performance..

Workflow Process

  • Invoices are received via email or uploaded to a central repository.
  • AI Builder extracts key data such as invoice number, date, amount, and vendor details.
  • The extracted data is validated and stored in a SharePoint list.
  • Power Automate routes the invoice for approval through country-specific workflows.
  • Finance, Operations, and Treasury teams process approvals.
  • Final payment confirmation updates the SharePoint list and the ERP system.
  • Power BI dashboards provide insights into approval statuses and SLAs.

Development Timeline

  • Phase 1: Planning & Requirement Analysis (2 weeks).
  • Phase 2: Design (2 weeks).
  • Phase 3: AI Builder & Data Integration Development (4 weeks).
  • Phase 4: Power Automate Workflow Implementation (3 weeks).
  • Phase 5: SharePoint Configuration & Permission Setup (2 weeks).
  • Phase 6: Testing & Deployment (3 weeks).

Technologies Used

  • Power Automate: Workflow automation and approvals.
  • AI Builder: AI/ML-powered invoice data extraction.
  • SharePoint: Data storage and workflow management.
  • Power BI: Real-time dashboard for monitoring SLAs and performance.
  • CargoWise ERP: Integration for payment processing.

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