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Invoice generation

Case for Automation

Invoices usually come in multiple formats (Word, PDF, a fax or a paper
copy). Employees have to transfer this data manually into the corporate
systems with no errors and discrepancies. For some companies invoice
generation may take several days which leads to unpaid invoices or late
payments and overall inefficiency.

Bot Activities

  • Recognizes data using OCR
  • Logs into the accounting systems
  • Inputs data into the relevant system’s fields
  • Registers invoices in the system
  • Emails stakeholders on invoice posting