Finance
Document AI and approval workflows took invoice handling from five days to one at a growing accounting firm.
80%
Invoices fully automated
1 day
Approval, down from five
99.4%
Extraction accuracy
Client
Atlas & Reed
Industry
Finance
Services
Automation, Training
Timeline
9 weeks
The challenge
Atlas & Reed processes invoices for more than 200 small business clients. Every one was keyed in by hand, checked twice and chased by email for approval.
What we built
We introduced document AI to read invoices of any format and routed them through a simple approval flow. Anything unusual goes to a person, with the reason highlighted.
Invoice extraction for PDFs, photos and email attachments
Approval routing with reminders in the tools clients already use
A two-day training program for the whole team
The result
Eight in ten invoices now go through without a human touching them. Approvals take one day instead of five, with 99.4% extraction accuracy.
“
We doubled our client base this year without hiring for data entry. That simply wasn’t possible before.
Olivia Reed
Partner, Atlas & Reed
