Grey Matterz RPA

Robotic Process Automation for upkeeping Accounts & Invoice Records

Industry : Finance

One of the leading manufacturing companies needed a reliable solution for handling the invoices which are getting transmitted through Emails. We offered an automated approach using data extraction through a UI path capable to read PDF files attached to emails. Apart from the UI path, the front end is based on "React Native" & back end is based on "Python" which makes it capable enough to handle the invoices without any human interference.

Description:
The client is a reputed manufacturing company serving over a billion consumers all across the USA.

The client needed a robust system that can handle the invoices without room for human error.

Challenge :

The first challenge was to create a system that can scroll the emails and read the attached invoices. The system should have the capability to list out multi-users or multi-invoices for a single filter in a single command.
Further, the system could read the invoice for details like Company Name, Invoice Amount, Payment Due Date, and Invoice Number.
As the team was working on these aspects the client asked us to upgrade the filters for Product Names and list the details like the amount of invoice for a particular product.

Solution :

After extensive research, we took the UI Path method as the concept for building an automation solution.
Developing a solution to read emails for attached invoices and extract the desired value that can be sorted or presented in an Excel Sheet.
Post Data extraction, the data flows through different filters that can sort or present the desired values in an Excel Sheet.
The filters can be initiated to define data according to the Company Name, Product Name, Invoice Amount, Due Date, and Invoice Number.

Outcome :

The integration of an automated RPA solution has resulted in saving 100 man-hours a month which is equivalent to the consumption of two full-time employees.
The automated process leaves no room for an error that was common in manual processes.
The automated process is capable of generating accurate results in the blink of an eye, unlike manual processes which used to consume hours.

Time Duration :

3 Weeks of development, testing, and deployment

See our work