The Challenge
One of our manufacturing clients was facing a significant operational bottleneck: they were processing over 75,000 vendor invoices annually across 12 departments. Each invoice had to be manually routed to the appropriate department for approval — a process that was not only time-consuming but also prone to errors and delays.
The manual workflow led to:
- Hundreds of invoices being misplaced or delayed
- Approval bottlenecks due to lack of visibility
- Frustrated finance teams and vendors
- A growing risk of compliance issues and late payment penalties
The Solution
To address these challenges, we deployed our Accounts Payable Automation solution, seamlessly integrated with a custom workflow automation engine tailored to their organizational structure.
Key Features Implemented:
- Automated invoice capture and data extraction
- Smart routing based on vendor, department, and invoice type
- Approval workflows with real-time notifications and escalations
- Audit trails and status tracking for every invoice
- Integration with D365 Finance & Operations for posting and reconciliation
The Results
Within weeks of deployment, the transformation was evident:
- ✅ 95% reduction in manual routing errors
- ✅ Invoice approval time dropped from days to hours
- ✅ Real-time visibility into invoice status across departments
- ✅ Improved vendor relationships due to timely payments
- ✅ Finance team productivity increased significantly
The client now has a scalable, intelligent AP process that supports their growth and ensures compliance — all while freeing up valuable time for strategic work.
What the Client Said
“We went from chasing paper trails to having full control over our invoice lifecycle. The automation has not only saved us time but has also restored confidence across our departments.”
— Finance Director, Manufacturing Client