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Multiple Case Invoice Parsing

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

Industry:

Legal

Function:

Accounts Payable

Revenue Cycle 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

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
CaseAware
CaseAware
Clio
Clio
mycase
mycase
Practice Panther
Practice Panther
Smokeball
Smokeball
Pacer
Pacer

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