PROJECT STUDY / DOCUMENT OPERATIONSMake paperwork work
Make paperwork work
for the business.
An invoice and document workflow that reduces manual sorting and matching, while keeping sensitive decisions with the right people.
OCR / document AIInvoice reconciliationApproval workflowEvidence trails
APPROACH / DELIVERY CONCEPT
How it could work.
Invoices, purchase orders and supporting documents arrive in different formats. Teams spend hours finding references, resolving mismatches and chasing approvals.
The proposed workflow extracts fields, reconciles documents with business records and routes exceptions to an authorized reviewer, leaving a clear audit trail.
WORKFLOW / REVIEW POINTS
01Capture documents from approved company systems
02Extract fields and retain source evidence
03Match invoices, purchase orders and ledger entries
04Escalate uncertain amounts, suppliers and mismatches
05Record review outcomes and export to accounting tools
MEASUREMENT FRAMEWORK
What we would track.
Example operational targets for a pilot. Real savings would be measured against the existing process, including exception handling.
−42%sample effort reduction
4×sample throughput capacity
100%review routes specified
These are illustrative process targets, not measured cost savings or production throughput.