Project Overview
We built a document processing platform for invoices and related records, combining Robotic Process Automation (RPA) with Artificial Intelligence. The platform ingests invoices from multiple sources (email, ERP, DMS), processes them via OCR/NLP, validates data, and integrates with accounting systems — eliminating manual admin, reducing errors, and accelerating cycle time.
Objectives
Deliver a secure, scalable, AI-first solution that:
- Automates invoice/document processing,
- Extracts key fields (totals, supplier, dates),
- Eliminates manual entry and reduces error rate,
- Exposes API integrations with ERP/DMS,
- Ensures auditability & compliance.
Deliverables
- Production-grade invoice processing platform with RPA module,
- AI module for OCR/NLP document extraction,
- Automated validation against accounting rules,
- Integrations with ERP (SAP, Dynamics, Odoo) and DMS,
- Monitoring dashboard for throughput and savings.
Tech & Capabilities
- OCR & NLP (Azure Form Recognizer, custom ML models),
- RPA frameworks (UiPath, Automation Anywhere),
- Integrations via ERP/DMS APIs,
- Security: encryption, RBAC, audit logs, GDPR,
- Cloud: Azure Kubernetes for scale & HA,
- Observability: Grafana, Prometheus, centralized logs.
The stack blends process automation, AI and document digitization to drive measurable transformation.
LEXANTE Advisory Role
- Process analysis for invoice/document workflows,
- Solution architecture (RPA + AI),
- Custom OCR/NLP models development,
- RPA workflow implementation & ERP integration,
- UX/UI for accounting dashboards,
- Testing, deployment, and user training.
Project Partners
- Internal finance team – requirements & validation,
- External data specialists – OCR/NLP model training,
- ERP integrator – enterprise connectivity.
Outcomes
- −65% manual effort in invoice handling,
- +70% processing speed vs. baseline,
- −90% error rate in data entry,
- Faster period-end closing and higher transparency.
Publications
- Internal case study on RPA & AI for invoices,
- White paper: “Back-office Automation with AI”,
- Industry article for finance (under review).
