Скачать или смотреть Lead Provider Invoice Processing Case Study

Business Challenges:
Processing high volume of invoices in different formats, from various vendors per month.
Manually processing the invoices with repetitive, time-consuming tasks.
Manual errors in invoice processing.
Data entry to relevant systems.
Finding mismatches in Decision Cloud between orders and generated invoices to avoid compliance issues.
Sending the invoice to the designated emails

Therefore, the client wanted a fast, efficient, and error-free way to process them.

Solution Provided:
RPA Unicorn provided solution using O365 tools like,
MS Outlook
SharePoint
Power Automate
AI Builder
Dataverse
PowerApps
Power BI
MS Teams

It leveraged Microsoft AI Builder to read incoming invoices in different formats (For example,
PDF, images, and paper).

It transferred the extracted information to the relevant systems, performed the
invoice amount Tie Out in Decision Cloud through Power Automate Desktop, and generating Bills in Quick Book through Quick Book APIs from Power Automate Coud Flow and generating a final report including the status.

It also provided a facility to send notifications to the users in Teams & Mails.

Benefits:
The client received significant benefits by using the RPA solution, which includes:
Faster invoice processing with a 99% processing rate and a 99.5% success rate
Easy data extraction from unstructured formats like PDF, images, paper, etc., and its conversion into structured formats
Elimination of repetitive tasks related to invoice amount Tie Out in Decision Cloud through Power Automate Desktop, and generating Bill in Quick Book by RPA bots
Increase in employee productivity by freeing them up for more high-value tasks
Readily available reports to all stakeholders including the finance team for quick and informed decisions.