Invoice handling

Case Study

Invoice handling

About the company

Accounting department

Problem

The complex invoice registration process requires working with two systems (document repository and financial and accounting system). The process involves generating a list of invoices, searching for each invoice in the system, retrieving some data from the invoices and manually entering the necessary information into the system.

Solution

An automation of the process was prepared, in which the robot:

  • Downloads invoice data and scans in PDF format
  • Logs into the financial and accounting system
  • Enters invoice data

Effects

  • Minimising human time – process handling reduced from 6 to 2 minutes per case
  • Speeding up the process – transferring more work to the robot
  • Improvement of quality – reducing mistakes to practically zero
  • Increase in efficiency of the process without an increase in employment
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