Australian dairy manufacturer simplifies invoice matching with intelligent automation

1. Document Understanding

The Fortude team leveraged a new UiPath-powered bot which integrates seamlessly into the SAP ERP to automate the end-to-end invoice matching and posting process. This significantly improved the productivity of the credit team agents.

Remittance files and invoice data come in many different layouts and templates. They can be structured documents or unstructured PDFs or image files. Using IA, the bot can process these different formats by training a ML model.

Extract data from remittance files (Email)

Download Bank Statements from SAP

The enhanced logic can handle multiple variations of invoice details, including customer number, invoice number, invoice amount, payment amount, and payment dates.

2. Invoice matching

Instead of manually determining which SAP accounts to post each transaction, the bot
automates matching invoice numbers and amounts by processing SAP bank statements and
extracting invoices sent by customers. The bot automatically posts these transactions to SAP and generates a summary output file.

3. Re-train the bot using Machine Learning

Continuously improve the bot to process new templates based on human input.