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Multiple Case Invoice Parsing

This bot parses and separates single invoices into individual transactions by case.

Industry:

Legal

Function:

Case Management

Accounts Payable

Law Firm Management

Steps

  1. Get Vendor invoice from either email, web portal or other source.
  2. If invoice is scanned image, convert to text using OCR.
  3. If invoice is not scanned image, retrieve data.
  4. For each detail line, get case number and amount.
  5. Enter each expense into Case Management Software.
  6. Enter each expense individually into Accounting/ERP software using case number as reference.
  7. Update exceptions and results log.

Popular Applications

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