Invoice capture
Invoices are collected from email or storage and assigned to a standard processing path.
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Invoice OCR automation reduces retyping and approval delays.
If invoices still move through email, PDFs, spreadsheets and manual entry, the first automation stage can be extraction, validation and a clear exception queue.
How to assess whether invoice intake, OCR and approval are worth automating.
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What to automate in the invoice process
Invoice automation does not need to begin with replacing the whole accounting system. Often it is enough to automate intake, field extraction, duplicate checks, approval and accounting handoff.
Workflow Automation
Connect the tools you already use and automate processes that currently happen through email, spreadsheets and manual work. Data is automatically collected, checked and sent where it needs to go, while non-standard cases are handed to your team.
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We review how work, information and customer journeys move through your business, then design the systems, integrations and automation required to improve them. Start with a defined project or simply show us what is no longer working.
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Identify where AI can create the greatest value for your business before development begins. We review your processes and the systems you use, assess constraints and prioritise automation opportunities by value, complexity and implementation risk.
View serviceOutcomes
What changes in practice
Data and rule checks
Suppliers, amounts, dates, tax fields, duplicates and purchase order matches are checked.
Approval workflow
Invoices are routed to responsible people and exceptions are visible in one place.
Before and after
How the operating model shifts
An invoice is found in email, data is retyped, approval happens in messages and errors are noticed too late.
The system extracts fields, checks rules, marks exceptions and sends the invoice to approval or accounting.
Estimation model
How to estimate the business case
Invoice volume
Count monthly invoices and separate standard from non-standard cases.
More standard invoices means faster visible time savings.
Manual entry
Estimate minutes spent reading, entering and checking one invoice.
Repeat data entry is a clear automation candidate.
Exception cost
How much time is lost finding approvals, fixing errors or resolving duplicates?
Exception handling can create as much value as OCR itself.
What to assess
- Accounting or ERP system
- Email inboxes and invoice addresses
- Supplier data
- Purchase orders and approvals
- Invoice archive and audit history
Risks and safeguards
Tax field accuracy
Tax, dates, amounts and supplier data need validation and review rules.
Duplicate risk
Automation should check whether the invoice was already received or uploaded through another channel.
Approval control
Automated processing must not bypass responsibilities, limits or approval rules.
FAQ
Frequently asked questions
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View serviceHow much does AI automation cost?
What affects AI automation pricing: process scope, integrations, data, risk, support and pilot definition.
View serviceStart with one process
Pick one repeated process and test whether automation has a business case.
Share the workflow, volume and handoff rules. We will help you define a focused pilot with a clear scope and measurable outcome.
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