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PV EUROSOLUTION
LANCERProject Description
PV EUROSOLUTION required a streamlined solution to eliminate manual invoice processing and reduce errors across financial workflows. The objective was to build an automated system capable of extracting invoice data, validating key details, and integrating directly with accounting tools for faster and more accurate processing.
Scope Of Work
The project focused on creating an end-to-end automation workflow to handle invoice processing from email retrieval to accounting system updates. It involved extracting structured data from Excel-based invoices, validating entries, integrating with financial platforms, and enabling automated communication. The goal was to ensure accuracy, reduce manual effort, and improve operational efficiency.
Our Solution
To meet these requirements, an automated invoice processing workflow was developed using a low-code orchestration approach, ensuring seamless integration across all systems. Key features include:
- Automated Email Retrieval: Integrated IMAP protocols to fetch invoice emails directly, eliminating manual inbox tracking
- Excel Data Extraction & Validation: Parsed invoice data from attachments, verified key fields, and flagged inconsistencies for accuracy
- Accounting System Integration: Connected with QuickBooks Online to automatically create bills and attach invoice documents
- Automated Notifications: Configured Outlook-based alerts to keep stakeholders informed
- Workflow Automation with n8n: Built a scalable, low-code workflow to manage data flow and system interactions efficiently