Invoice Bot
Back-office automation for supplier invoices.
- Year
- 2022
- Kind
- Automation
- Status
- Private
- Role
- Automation engineer
Context
A fictional finance team spent days each month matching invoices to orders by hand, copying values between spreadsheets.
Approach
A Python job extracts invoice fields, reconciles them against order exports and writes a short exception list that the team reviews in a shared workspace.
Highlights
- Matching rules written with the finance team, in their vocabulary
- Every automated decision is logged with its reason
- Exceptions dashboard refreshed every morning
Outcome
In the scenario, the monthly close went from four days of manual matching to a half-day review.
Technologies
- Python
- Excel / Power Query
- SharePoint
- Power BI
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