Intelligent Invoice Processing

Overview

Built for a finance and accounting outsourcing provider, this platform replaced manual invoice review with an AI and OCR pipeline that reads incoming invoices, extracts vendor details, line items, and amounts, and posts outstanding balances directly to the customer's account — integrated with SAP as the accounting backend.

The challenge

Every invoice that came in had to be opened, read, and keyed in by hand before it could be matched to an account and marked outstanding. It worked, but it didn't scale — volume kept growing, the manual review queue grew with it, and mistakes crept in whenever someone had to key in numbers under time pressure.

Our approach

• Document ingestion pipeline with OCR and layout-aware extraction
• Validation rules and human-in-the-loop review for low-confidence fields
• Direct integration with SAP so extracted data posts straight to the right account
• Audit trail, monitoring, and reprocessing tooling for anything that needs a second look

Outcome

Invoices that used to take manual review now move through the pipeline automatically, with outstanding balances landing on the right customer account without anyone re-typing a line. The finance team's day shifted from data entry to exception handling — reviewing only the invoices the system actually flags.