Success Story
Optimizing Invoice Processing with Intelligent Automation for a Global 3PL Provider
About the Client
A global Third-Party Logistics (3PL) provider seeking to overcome operational challenges by automating invoice and prenote processing
Challenges
- The client encountered several issues in processing invoices and prenotes from their end customers:
- Invoice Formats: Every customer used different formats for PDF invoices, making it impractical to rely on a pure RPA-based solution.
- Manual Dependencies: Processing delays occurred as the team had to manually interpret invoice content and ensure accuratata extraction.
Approach
- Innover implemented a hybrid AI-RPA automation solution to streamline the client’s invoice and prenote processing workflows:
- Automated Retrieval of Invoices: Deployed RPA bots to retrieve invoices from the client’s email inbox, reducing manual intervention.
- AI-Driven Text Extraction: Leveraged AI models to extract essential text and key elements from invoices across multiple formats.
- Auto-Agent with Intelligent Rule Engine: Introduced an intelligent rule engine to categorize shipments and identify relevant fields for extraction.
- Human-in-the-Loop Validation: Integrated a user-friendly frontend interface that enabled human operators to validate and correct extracted fields, ensuring data accuracy.
- API Integration with TMS: Established seamless API-based integration with the client’s TMS system to automate data entry, eliminating manual uploads.
Impact Delivered
Reduced Document Processing Time
Reduced Cost of Operations
Boosted Productivity