Email capture
Automation picks up invoices as they arrive by email and creates a record for each one.
Case Studies / Invoice Processing Automation
Invoice Processing Automation
for a Medical Company
A medical company needed invoices that arrive by email to be captured, read and reviewed without being retyped, with a full audit trail and a clean hand-off to accounts.
The problem behind the work
Supplier invoices arrived by email and had to be opened, read and entered by hand before anyone could review them or pass them on for payment.
Each invoice also needed further information about the medical needs and findings it related to, and the business wanted a complete record of what had happened to it.
Invoices buried in inboxes
Invoices arrived by email and had to be found, opened and read by a person.
Manual data entry
Invoice details were retyped before review could even begin.
Medical context kept apart
Information about medical needs and findings needed to sit alongside the invoice it related to.
Limited audit history
There was no complete record of who had changed or progressed each invoice.
What was delivered
Automation captures each invoice from email, AI reads the data, and a model-driven app lets users review the invoice and add the medical detail before submitting it to accounts.
AI data extraction
AI Builder reads the invoice and populates the record, so people check the data instead of typing it.
Review app
Users see the invoice details and apply further information around medical needs and findings.
Audit and submission
Every change is kept in a full audit history, and users submit the invoice to accounts for payment from the app.
What changed
Less retyping
Invoice details are populated from the email rather than keyed in by hand.
One place to review
Users review each invoice, with its medical information, in a single app.
A full audit trail
A complete history shows what happened to every invoice.
A controlled hand-off
Reviewed invoices are submitted to accounts for payment from the same app.
Platform components
Power Apps (Model-Driven)
Power Automate
AI Builder
Dataverse
Invoices still arriving by email?
If invoices are retyped, chased or hard to audit, tell us how they reach you today and we will explain how we would approach it.