Energy Services & Manufacturing

Food & Beverage




Business Challenge

  • Manual data capture of vendor invoices
  • Filing of paper invoices adding storage costs as well a manual effort to destroy the invoices as per record retention policies
  • Retrieval of invoice images for audit and approval purposes was a manual process
  • Manual tracking of the invoices during the approval process
  • Facilitating the month end accrual process


  • Captured invoice images through a scanning process that also stores the images in a repository for easy retrieval
  • Automated the electronic invoice capture process
  • Automated the capture of the metadata on the invoices using an optical character recognition tool
  • Developed workflows to route the captured invoice images for review and approval
  • Integrated with SAP Procure to Pay modules to meet accounting polices. and regulations

Benefits & ROI

  • Increased invoice processing from  80 invoices per day to 500 processed per day by the team
  • Automated electronic invoice ingestion reduced staff workload
  • Automated invoice approval process allowed for faster approval of payments and full visibility into approval delays
  • Improved  customer service through invoice lifecycle  visibility
  • Improved ability to quickly identify and resolve common invoice problems and automatically route to the proper team for timely resolution
  • Improved ability to identify new problem areas within the invoicing process by using VIM reporting tools