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Use Case

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MC

Multiple Case Invoice Parsing

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

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 automation is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

mycase

mycase
mycase

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