Automated invoice intake, approvals, and reconciliation — saving a finance team 120 hours a month.
A retail finance team processed over 4,000 invoices a month across three brands and two ERP instances. Approvals bounced between email chains, duplicate entries were common, and month-end close routinely stretched five days.
Invoices arrived as email attachments, PDFs in a shared drive, and physical paper. Keying them into the ERP was manual, approvals had no enforced hierarchy, and three separate systems of record disagreed on what was even outstanding.
We deployed an invoice intake layer that extracts structured data from any format, routes to the correct approver based on amount and cost center, and posts approved invoices into the ERP with GL coding. Reconciliation is automated nightly against the bank ledger, with exceptions surfaced to a human queue.