Re-keying is where the errors are
Every hand that touches a number is a chance to transpose it. The errors do not surface in accounts payable. They surface at month end, in a reconciliation nobody budgeted for.
WORKFLOWS / INVOICE & CONTRACT INTAKE
Automate invoice and contract intake
The expensive part of an invoice is not the reading. It is the waiting. An invoice spends most of its life in queues: waiting to be opened, waiting to be keyed, waiting for an approver who does not know it exists.
IN PRACTICE
A system built for a financial services client.
We built intake for a financial services client with Azure AI Document Intelligence and Logic Apps, inside their own Microsoft tenant. The system reads the document, validates the fields, and routes the approval.
500invoices and contracts a month
94%first-pass field extraction accuracy
<4 hoursprocessing time, down from 72 hours
What these results measure
94% is first-pass field extraction accuracy, with low-confidence results sent for human review. Average processing time fell from 72 hours (described as 3 days in the article) to under 4 hours. The source describes over 500 invoices and contracts monthly and separately summarizes 500+ documents. It also reports zero late-payment penalties since deployment, but does not specify how long that period lasted or provide the accuracy measurement method.
Source: the published Solved Systems case study. Results are specific to that client’s operation.
Where the work
gets stuck.
- The invoices arrive by email. Somebody opens every one.
- Somebody keys the fields into the accounting system, twice if there is a contract attached.
- Then somebody chases the approver, who has not seen it.
- Three jobs, and none of them is the job.
Approval is a search problem
When an approval lives in an inbox, finding out where a document sits means asking a person. Multiply that by a few hundred documents a month and the chasing becomes somebody’s actual job.
What we build.
Connect the tools you use.
Keep the context and the review
path.
Azure AI Document Intelligence
The reading. Extraction straight from the document, whether it arrived as a scan, a PDF, or a photograph of a scan.
Logic Apps
The validation and the routing. Fields are checked before a human sees them, and the approval finds the approver instead of waiting to be found.
SharePoint and Teams
The document lands in one place, and the approval happens where people already work. Anyone can see where a document sits without asking.
Your accounting system
We integrate with what you already run, QuickBooks included. The ledger stays the system of record.
When we would
recommend waiting.
- You process a few dozen documents a month. A person reading them is cheaper than a system that reads them.
- Every document has a different shape and arrives once. Extraction needs a pattern to learn.
- The document genuinely needs a person. Some do. The system should know which ones, and hand them over rather than guess.
Questions about this workflow.
What accuracy should we expect?
We will not quote you a number before we have seen your documents. What we can say is that validation matters more than extraction. When the system flags the right exceptions, people stop re-checking everything it touches.
Does our data leave our systems?
No. It runs inside your own Microsoft environment, on licenses you already pay for.
Do we keep the code?
Yes. Every automation, integration, and flow we build is yours. Month to month, cancel anytime, and it keeps running without us.
What about documents the system cannot read?
They go to a person. We always keep a human lane, and the system is built to know which documents belong in it.
How do we get a build quote?
Tell us how invoices arrive, where the data goes, and who handles exceptions. We will scope the intake workflow and quote the build.
LET’S BUILD SOMETHING USEFUL
Bring us the work
that gets in the way.
Show us the spreadsheet, inbox, or handoff your team holds together by hand.
Discuss this workflowWe review every inquiry. No brief required.