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Fintech8 weeks

Automating Invoice Processing for a Growing Fintech

PayFlow Inc.

-85%

Manual Processing Time

3x

Processing Speed

99.2%

Accuracy Rate

$180K

Annual Savings

The Challenge

PayFlow's operations team was spending 40+ hours per week manually processing invoices from various formats—PDFs, scanned images, and emails. Error rates were climbing as volume increased, and the team couldn't scale without significant hiring.

Our Approach

1

Conducted a 2-week discovery phase to map existing workflows and identify automation opportunities

2

Designed an AI pipeline using OCR and LLM-based extraction to handle multiple invoice formats

3

Built a validation layer with human-in-the-loop for edge cases and exceptions

4

Integrated directly with their existing accounting software and ERP

Technologies Used

PythonOpenAIAWS LambdaPostgreSQLReact

Results

-85%

Manual Processing Time

3x

Processing Speed

99.2%

Accuracy Rate

$180K

Annual Savings

We went from drowning in paperwork to having a system that handles 90% of invoices automatically. The ROI was clear within the first month.

D

David Chen

VP Operations, PayFlow Inc.

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