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Automated Invoice Generation: How a 3-Day Process Became a 2-Hour Breeze: A Success Story

Updated: Mar 4, 2023


Generating invoices can be a time-consuming, labor-intensive process. For many businesses, manually creating and sending invoices can take up to three days. But with the right automation tools, businesses can streamline their invoice generation process to take just two hours or less—saving time, money, and effort.


One business recently implemented automated invoice generation and saw immediate results. By leveraging a cloud-based platform, they were able to automate their billing process, eliminating the need to manually create invoices and review them for accuracy. This allowed them to reduce invoice generation time from three days to less than two hours.


The automation process works by integrating various technologies, such as natural language processing, machine learning, and computer vision. These technologies are used to automatically read and store customer data, populate invoice fields, check for accuracy This makes easy to generate invoices quickly and send them out to customers with minimal effort.


The automated invoice generation process also helps businesses save money. By reducing the amount of time spent on invoice generation, businesses can free up resources to focus on other areas of their operations. In addition, the improved accuracy of automated invoices reduces the risk of costly errors and mistakes.


By implementing automated invoice generation, businesses can significantly reduce the time and cost associated with generating invoices. This can lead to improved customer service and satisfaction, as well as more efficient operations.


The UiPath automation helped client in reducing invoice generation time, errors and hence streamlined process and satisfied customer.

Objectives

  • Manual invoice generation process. Invoices to be exported to Oracle for billing.

  • The manual process was time consuming, and error prone.

  • To bring efficiency, it needed to be converted to automated process.



Solution

  • Implemented automation BOT leveraging UiPath.

  • Automated the complete invoice generation process form reading emails, checking if attachment is an excel file, downloading the file, exporting to Oracle, submit the invoice and final billing.



Results

  • Implemented automation BOT leveraging UiPath.

  • Automated the complete invoice generation process form reading emails, checking if attachment is an excel file, downloading the file, exporting to Oracle, submit the invoice and final billing.


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