AI Automation

Intelligent Document & Invoice Automation

Automated Multi-Format Ingestion & ERP Reconciliation Pipeline

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Intelligent Document & Invoice Automation
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Executive Overview

An automated document extraction and reconciliation pipeline that processes unstructured supplier invoices, PDF receipts, and bills of lading into validated ERP records.

The Challenge

Operational Problem & Inefficiency

Operations staff manually retyped financial data from hundreds of multi-layout PDF invoices and email attachments weekly, resulting in processing delays and periodic data entry errors.

The Solution

Engineered AI Architecture & Execution

Engineered an automated ingestion pipeline that monitors incoming inbox folders, extracts key invoice line items using vision-language models, validates arithmetic totals, and posts directly to accounting software.

Key Deliverables

Email listener and PDF parser microservice
Schema validation and arithmetic discrepancy detector
Accounting software sync integration
Operator review interface for flagged exceptions

Business Value Delivered

Zero manual data entry required for standard supplier invoices
Automated discrepancy alerts for tax mismatches and unregistered line items
End-to-end processing turnaround reduced from days to seconds
Audit trail generated for every processed transaction

Technology Stack

PythonPydanticVision LLMsDockerWebhook AutomationQuickBooks / Xero APIAWS S3

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