Build smarter business applications with Microsoft Power Platform, SharePoint and Copilot
We help organizations replace manual work, Excel-based processes and scattered documents with secure Microsoft 365 business apps, automated workflows and AI-powered agents.
Invoice Approval & Archiving
USE CASES & SOLUTIONS
Automate your accounts payable processing. Extract invoices from incoming emails, run validation and matching checks, route them through department heads for sign-off, and write entries into your ERP while archiving documents in a secure, searchable SharePoint library.
Workflow Architecture
1. Intake
Automated extraction of PDF invoices from dedicated accounting mailboxes.
2. Extraction
OCR extraction of vendor name, invoice date, amounts, and metadata.
3. Matching
Cross-referencing invoice details with purchase orders or contracts.
4. Routing
Dynamic routing to procurement, department heads, and finance for approvals.
5. Integration
Push journal entries to ERP and archive the PDF in document libraries.
Business Benefits
Time Savings
Reduces AP processing time by up to 80% through automated intake and data extraction.
Error Reduction
OCR technology and purchase order matching minimize human data entry errors.
Secure Archiving
All approved invoices are safely archived in searchable, structured document libraries.
Screenshots
