AI Strategy

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feb 16, 2025

How We Automated Invoice Processing End-to-End in 6 Weeks

Manual invoice processing was costing this multi-location company 40+ hours per week and $7K+ monthly in errors.

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AUTHOR

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AUTHOR

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AUTHOR

Gracia Perkin

Invoice processing is one of the most underestimated sources of operational drag inside growing businesses.

Manual data entry, inconsistent formats, delayed approvals, and fragmented systems quietly consume hours every week. As volume increases, these inefficiencies scale faster than revenue.

This case outlines how we automated invoice processing end to end in six weeks, turning a manual, error prone workflow into a reliable Ai-driven system.

The Initial Problem

The client operated across multiple locations and processed a high volume of invoices every month.

Their challenges were consistent with what we see across many organizations:
• Manual invoice intake through email and messaging platforms
• Human data entry into accounting systems
• Delays caused by missing or incorrect information
• No real time visibility into invoice status
• High dependency on specific team members

As invoice volume increased, so did errors, delays, and internal pressure.

The Goal of the Automation

The objective was not simply to automate a single step.

The goal was to build end to end invoice automation infrastructure that:
• Reduced manual effort
• Increased processing speed
• Improved data accuracy
• Created visibility across locations
• Scaled without adding headcount

Everything else was secondary.

Week One Mapping the Existing Workflow

The first week focused entirely on understanding reality.

We mapped:
• How invoices entered the business
• How they were validated
• Where decisions were made
• How data moved between systems
• Where delays and errors occurred

No automation was built until the entire workflow was clear.

Week Two and Three Designing the System

Once the workflow was mapped, we designed the Ai-driven automation architecture.

This included:
• Centralized invoice intake
• Automated document classification
• Ai-based data extraction
• Validation logic for accuracy checks
• Exception handling rules

The system was designed to handle variation, not ideal conditions.

Week Four Implementing Core Automation

During week four, the core automation was deployed.

Invoices were automatically:
• Captured from email and uploads
• Parsed and structured
• Validated against predefined rules
• Routed to the correct system or team

Manual handling was reduced immediately.

Week Five Testing and Optimization

Automation does not end at deployment.

Week five focused on:
• Accuracy testing
• Edge case handling
• Error monitoring
• Workflow optimization

This ensured the system performed reliably under real conditions.

Week Six Deployment and Team Enablement

In the final week, the system was fully deployed across operations.

We:
• Finalized monitoring dashboards
• Documented workflows
• Trained internal teams
• Established ownership and governance

At this point, invoice processing no longer depended on constant human oversight.

The Results

Within weeks of deployment, the impact was clear:
• Manual invoice processing was largely eliminated
• Processing speed increased significantly
• Data accuracy improved
• Operational visibility increased
• Teams reclaimed substantial weekly hours

More importantly, the system scaled effortlessly as volume increased.

Why This Worked

This automation succeeded because it was designed as infrastructure, not a patch.

Key principles included:
• End to end system design
• Clear validation logic
• Ai-driven decision handling
• Built in exception management
• Continuous optimization

Automation replaced effort, not responsibility.

What This Means for Growing Businesses

Invoice automation is not about efficiency alone.

It is about:
• Reducing operational risk
• Improving financial accuracy
• Creating scalable processes
• Freeing leadership from manual oversight

When done correctly, it becomes a foundation for growth.

Final Thought

Six weeks was not aggressive because of speed.

It was achievable because the focus was on systems, not tools.

Ai-driven automation works when it is designed intentionally, aligned with operations, and governed properly.

At Arellano Global, this is how automation is implemented.

End to end.
Built to scale.