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Project Highlights

  • Our solution simulates current manual workflow with minimal disruption to existing infrastructures.
  • The Bot helps monitor and process incoming emails in Outlook 24/7 without disruption.
  • Extract all necessary data fields and log them into the centralized tracking file for future reference and reporting.
  • Automatically log onto service provider websites, bypass Captcha, and proceed to download the corresponding invoice files from the designated platform.
  • Store invoice files in a predefined shared directory, ensuring easy access and audit readiness.
  • Send an automated confirmation email to the users who originally submitted the request, notify them that the invoice processing has been successfully completed. 
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About Client

Our client offers end-to-end supply chain services, including ocean, air, and road freight, as well as warehousing, distribution, customs, and value-added services all backed by a vast global network and strong local operations in Vietnam. They require a solution capable of extracting data from thousands of invoices in a short period of time, with the ability to sort the information based on categories.

Industry:Logistics
Location:Japan
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Client Challenges

In the finance department, processing invoices is a core responsibility that must be handled every day. With thousands of invoices arriving each month through email and various online platforms, employees have to manually download, organize, and extract data from each file. This has become a major bottleneck. Our clients in finance faced several recurring challenges, including: 

  • Collecting invoices from multiple sources and consolidating them into a single system
  • Manually extracting key financial data from PDF and image files
  • Organizing, storing, and retrieving e-invoices for reporting and compliance checks

These tasks were carried out manually, leaving room for human error and delaying critical financial operations. The process was not only repetitive and time-consuming, but it also took all the attention from higher-value financial tasks.

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Solutions

We developed a robust automation system leveraging the Microsoft technology stack to streamline our clients’ invoice processing workflows. Our RPA (Robotic Process Automation) solution includes:

  • Orchestrating workflows with Microsoft Power Automate: We built an end-to-end automation flow that connects different tools and processes, enabling smooth coordination from start to finish with minimal manual oversight.
  • Reading and extracting invoice data using AI and OCR tools: Our solution uses advanced AI-powered OCR to read both printed and handwritten invoice formats, accurately extract key data fields, and reduce processing errors.
  • Retrieving invoice files through web automation: The bot is capable of logging into various online platforms, navigating interfaces, and automatically downloading invoice documents.
  • Bypassing login steps with an auto captcha solver: To ensure uninterrupted access to invoice sources, we integrated an auto captcha solver that helps the bot overcome security verification steps without requiring human input. 

With this system, the entire process is now executed with limited manual intervention, improving speed, accuracy, and overall productivity.

Automated Invoice Processing - RPA Solution
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Technologies

  • Microsoft Power Automate
  • Microsoft AI/OCR
  • Web Automation
  • Auto Captcha Solver
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Benefits

  • Increased accuracy and productivity: Our RPA solution leverages AI-powered OCR to accurately extract data from various invoice formats, including handwritten and scanned documents, significantly reducing human error. By eliminating repetitive manual work, the solution allows finance teams to concentrate on high-value tasks such as financial analysis, auditing, and strategic decision-making.
  • Real-time access to financial data: Our RPA solution accelerates invoice processing, enabling instant access to accurate financial information. With faster data availability, teams can generate timely reports, improve forecasting accuracy, and always stay audit ready. 
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Success Stories

Our RPA solution delivered transformative results for the finance team by automating the entire invoice process from downloading and reading files to categorizing and storing them. This led to a 90% reduction in processing time, improved data accuracy, and faster access to financial information. With manual tasks eliminated, employees could shift their focus to higher-value work such as review, analysis, and auditing, ultimately supporting smarter and faster decision-making.

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