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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).

PROJECTS

Our delivered projects & collaborations.

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Custom CRM system built for a law firm — integrating client management, case files, and task tracking into a single platform.

Segment

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ProcessFlow Platform

Internal invoice processing platform

Designed to automate invoice and document processing using Robotic Process Automation (RPA) combined with Artificial Intelligence.

Segment

Corporate accounting firm

Budget

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SecureOps AI

Intelligent monitoring & data security system

Developed an AI-powered platform with data analytics for anomaly detection, network monitoring, and cybersecurity threat prevention.

Segment

Financial sector

Budget

€140k–190k