Customer Invoice Automation
Cambridge Commodities Limited required automation for processing Normal and Proforma customer invoices to reduce manual effort and errors. The process involved downloading invoices from the PS Site, extracting critical invoice data from PDF documents, updating a centralized tracker, and posting invoice details into the Sage accounting application. The solution was implemented using Power Automate Desktop (PAD) to ensure accuracy, efficiency, and compliance with financial operations.
Client Overview
The client operates in commodity trading and requires precise financial data handling across multiple customers and currencies.
Technical Stack
Industry
Hi-Tech
Region
USA
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Automated download of Normal and Proforma invoices from the PS Site
Automatic update of extracted data into an Excel tracker file
Automated login and navigation in the Sage application
Filtering batch customer invoices by company code and currency
Retrieval of customer and vendor details, including bank information
Accurate posting of invoice details into Batch Customer Invoice section
Challenges & Solutions
PDF Format Variations
Solution: Implemented flexible text parsing and keyword-based extraction to handle different invoice layouts.
Data Accuracy & Validation
Solution: Added validation rules for totals, VAT, and invoice numbers before posting to Sage.
UI Synchronization in Sage
Solution: Used controlled delays, UI element verification, and retry logic for stable automation.
Exception Handling
Solution: Designed structured error handling with screenshots, logging, and fallback scenarios.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- 75–85% reduction in invoice processing time
- Improved invoice tracking and audit visibility
- Faster invoice posting and improved finance turnaround time
- Significant decrease in manual data entry errors
- Faster invoice posting and improved finance turnaround time
Key Learnings & Achievement
- PDF data extraction requires strong validation logic
- Power Automate Desktop is effective for legacy application automation
- Exception handling is critical for finance-related processes
- The solution has been thoroughly documented and organized as a structured reference guide, enabling organizations to easily review, understand, and replicate the implementation process with confidence. This establishes the solution as a trusted and dependable model, fostering credibility and motivating potential organizations to collaborate with us.
