01 · The challenge
What was holding the business back
The finance team keyed hundreds of supplier invoices by hand each month from PDFs, scans and emails, then chased approvals over email. Month-end close was slow and error-prone.
- Manual data entry from mixed formats
- Approval delays over email
- Duplicate and mismatched invoices slipping through
02 · Our solution
How we solved it
We designed an autonomous workflow that watches the invoices inbox, extracts every field with document AI, matches lines to purchase orders and flags mismatches or duplicates.
Clean invoices are routed to the right approver in Slack and posted to the ERP once approved, while exceptions land in a review queue with the reason already explained.
03 · What we built
Key capabilities
Any-format extraction
PDFs, scans and email bodies turned into structured data.
Three-way matching
Invoices validated against POs and receipts automatically.
Approval routing
Policy-based approvals in Slack with reminders and SLAs.
ERP posting
Approved invoices posted with full audit trail.
04 · The outcome
What changed for the client
- Manual keying removed from the invoice process
- Faster approvals and a smoother month-end
- Duplicates and mismatches caught before payment
