Project showcase · What we built

Automated invoice processing with Salesforce

More than 5,000 invoices a day processed automatically from Outlook to Salesforce Financial Force

Starting point and solution

The challenge

More than 5,000 e-invoices a day arrived from different regions, and every one had to be entered by hand. That left the finance team no time for financial analysis.

Our solution

Automated all the way from Outlook through SharePoint to Salesforce Financial Force: text recognition, routing by region and a direct handover to the ERP.

Finance team focuses on strategic analysis and optimization
Higher-value work instead of manual data entry
Less rework through automatic checks
Turnaround time to posting reduced from 48 to 3 hours
Automatic compliance check on every invoice

The process, step by step

The diagram replays a typical run, from intake through processing to handoff into the target systems. It shows the structure of the delivered system. Nothing runs live on this page: it is a diagram, not a view of live operation.

The diagram is wider than the screen: swipe sideways.

In the lab, a test bench captures a document field by field. Fixed rules check every field, and only what passes goes to the archive without a second look.

Try document capture in the lab

Core features

The main components of the solution

Automatic email intake

Direct Outlook connection for automatic invoice receipt and pre-sorting into subfolders.

Regional classification

Every invoice is assigned to its region (DE, EU, RL, MW, NO) and routed by that region's rules.

OCR at 98% accuracy

Text recognition for scanned invoices and PDF documents that reads out the fields automatically.

Salesforce integration

The data goes straight to Financial Force, with no retyping.

SharePoint archiving

Every document is filed with an audit trail and kept as long as retention rules require.

E-invoice generation

PDF and image files become structured XML e-invoices.

Technology stack

The technologies and building blocks used in this project

Microsoft Outlook APISharePoint OnlineAzure OCR ServicesPython FastAPISalesforce Financial ForceApache KafkaPostgreSQLDocker/Kubernetes

A comparable process in your organization?

We check in a short readiness assessment whether and how your use case can be implemented, with a clearly bounded scope.

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