Finance & accounting operations
Invoice-to-ERP processing for a finance team
How we would remove line-by-line invoice entry for an accounts payable team, while keeping every check in place.
Read the projectDocument processing
Take manual data entry out of invoices, POs and reports.
We set up a process that reads incoming documents, pulls out the fields you need, checks them against your rules and posts them to your accounting or ERP system. Anything uncertain goes to a person.
- Typical timeline
- 3–6 weeks
- Pricing
- Fixed quote before work starts
- Ownership
- Runs in your accounts
- First step
- A free 30-minute call
The problem
Where the time goes today.
- 01
Invoices are typed into the system line by line.
- 02
Mismatches between invoice, PO and receipt are found late.
- 03
Month-end is slowed down by a backlog of documents.
- 04
There is no clear record of who checked or approved what.
What we build
What you get.
- 01
Capture
Documents collected from a shared mailbox, a folder or an upload form.
- 02
Extraction
Supplier, dates, amounts, tax and line items read from PDFs and scans.
- 03
Checks
Matching against purchase orders, duplicate detection and tax validation.
- 04
Review queue and posting
Clean documents are posted. Exceptions wait in a queue with the reason shown.
How it works
One workflow, step by step.
- 1Invoice arrives by emailPDF or scanTrigger
- 2Fields extractedSupplier, amounts, tax, line itemsAutomated
- 3Matched to the POQuantity and price checkedAutomated
- 4Exceptions reviewedOnly the ones that fail a checkYour team
- 5Posted to your ERPWith the document attachedAutomated
Tools we use
The exact tools depend on what you already use. We recommend the simplest option that does the job.
- SAP
- Xero
- Zoho Books
- QuickBooks
- Power Automate
- SharePoint
- Python
- Power BI
Related work
See it in a project.
FAQ
Questions we get asked.
How accurate is the extraction?
It depends on document quality and layout variety, so we measure it on a sample of your own documents before quoting. Anything below the confidence threshold you set goes to a person for review.
Does it handle VAT and sales-tax invoices?
Yes. Tax amounts and registration numbers can be extracted and checked. We set up the rules for the countries you invoice in, such as UAE and UK VAT.
Does it work with scanned or photographed documents?
Yes, though clear scans give better results. We test with your real documents during the audit.
Where are our documents stored?
In your own storage wherever possible. See our Security page for how we handle client data.
The free call
Find out what your team could stop doing by hand.
Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.
- First 10 minutesYou walk us through one process that eats your team's time.
- Next 10 minutesWe map the steps and point out what can run on its own.
- Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.
Free. No obligation. No sales deck.