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Solution Highlights

  • Extract multiple data points including seller, buyer, and order details from each invoice.
  • The Bot OCR can scan documents that are skewed, enlarged, reduced, and others.
  • Ensure matching areas and labels are configured to extract data accurately, especially when the number of rows in the table is unknown.
  • Define areas to extract information about the seller, buyer, and order details from invoices.
Invoice Data Automation with OCR and Power Automate
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Problem Statement

An office worker typically spends the majority of their time manually entering data. Data entry seems like a simple task and requires little critical thinking or data analysis; however, it becomes monotonous when our client has to do it every day. The task is repetitive, and their routines include:

  • Manually reading invoice documents
  • Manually entering data into logistics application

Despite its simplicity, the repetitive nature of the work can lead to disengagement and even seemingly error-proof tasks still leave room for human mistakes.

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Solutions

We implemented an intelligent automation flow with the Microsoft Power Automate platform. Most of our clients use the Microsoft platform in their organizations, so we decided to utilize Microsoft Power Automate to our RPA (Robotic Process Automate). Our solution includes these features:

  • Scan and extract invoice data: our solution utilizes AI-powered OCR (Optical Character Recognition) to help identify and even interpret printed or handwritten text on invoice documents. With AI component, it increases accuracy and clarifies no matter the format of the invoice. It helps minimize errors and process workflow lots faster.
  • Integrate with the client’s logistics app: using Microsoft Power Automate allows us to connect with the client’s existing logistics app. It allows automated data flow without manual intervention. Besides reducing processing time, it prevents data duplication and ensures accuracy through all systems.
  • Zero manual input: our solution makes sure that the entire process is automated, so it allows our clients to use their time wisely on more high-value tasks. 

Our solution takes care of all the boring and repetitive tasks and ensures that we helps our clients to spend their time wisely.

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Technologies

  • Microsoft Power Automate
  • Microsoft AI/OCR
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Benefits

  • Increasing working productivity: Due to automating the invoice processing workflow through Microsoft Power Automate and AI/OCR, our solution helps increase working productivity. By eliminating manual data entry, our clients be able to shift their priority to more strategic and high-value activities.
  • Free from form-filling: The clients no longer spend countless hours entering data repetitive day after day. By automating these time-consuming tasks, our solutions prevent human error and increase operational capacity.
  • Eliminates data duplication: We connect to all client systems using Microsoft Power Automation, so this reduces the chances of data being duplicated. This improves data consistency and prevents confusion. 
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