The Smartbridge Solution
The Smartbridge team developed an invoice processing automation solution leveraging the client’s Microsoft ecosystem with Microsoft Power Automate and Azure.
The invoice processing automation pulls data from the received invoices utilizing AI then uploads the extracted data into their document management workflow tool, DocVue. Once the data is uploaded into DocVue, the invoice is routed for approval; after its approved, DocVue sends the invoice to their accounting system for payment processing.
If there are any errors or exceptions, the bot sends an email notification to the team informing them of fields that require human validation or need to be corrected. If an invoice is successfully processed, the bot sends a daily summary email informing the team what invoices were successfully processed, and what invoices did not get processed successfully.
The Microsoft Power Automate solution is comprised of two steps.