Problem
- Supplier invoices as PDFs and forwards
- Amounts typed into the ledger
- Reconciliation against orders at the end of the week
Process
- Inbox
- Open the PDF
- Type into the finance system
- Chase the missing order
Automation
- Capture and extraction
- Match against order and supplier
- Exception queue with the original document
- Posting only after the existing approval path
Result
Results will be published once this engagement can be named.
Start here
Bring the messy process.
Go with whatever you want to automate first.
Book a call to find the automation opportunity and pick the smallest workflow that should become an operating habit.