Commercial Invoice Automation
The Commercial Invoice automation project was designed to eliminate manual invoice preparation by automatically generating Commercial Invoices using data fetched from the PS Site.The process downloads a CSV input file containing product and shipment details, extracts data based on PSID, and populates a standardized Commercial Invoice template with accurate and validated information.
Client Overview
The client manages frequent commercial shipments and requires consistent, error-free commercial invoices for logistics, compliance, and customer communication
Technical Stack
Industry
Hi-Tech
Region
USA
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Automated login and navigation to the PS Site
Download of CSV input file containing:PSID ,Product details ,Total quantity ,Pricing information
Looping through each PSID to extract relevant data
Automatic population of Commercial Invoice template fields:Company Name ,To Address ,From Address ,Product Code (PCode) ,Price per Unit ,Quantity ,Total Value
File naming and storage as per business standards
Validation of mandatory fields before invoice generation
Challenges & Solutions
Handling Multiple PSIDs in a Single CSV
Solution: Implemented loop-based processing to dynamically extract and process data for each PSID.
Data Consistency Across Templates
Solution: Used standardized invoice templates and mapping logic to ensure consistent formatting.
Missing or Incorrect Input Data
Solution: Added validation checks and exception handling to flag incomplete or invalid records.
File Management & Traceability
Solution: Implemented structured file naming conventions and organized output folders.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- 70–80% reduction in invoice preparation time
- Eliminated repetitive manual data entry
- Faster turnaround for shipment documentation
- Improved accuracy and consistency of commercial invoices
- Standardized invoice generation process
Key Learnings & Achievement
- CSV-driven automation is highly effective for document generation
- Template-based design improves scalability and maintenance
- Strong validation is essential for compliance documents
- 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.
Commercial Invoice Automation
How Iqra Technology automated commercial invoice extraction, validation, and routing for an Australia-based Hi-Tech company — using Microsoft Power Automate and AI Builder to eliminate manual document processing.
Client Overview
A provider of advanced robotic process automation and AI-driven workforce solutions, enabling businesses to enhance operational efficiency and streamline complex processes through intelligent automation technologies.
Industry Details
Project Overview
An Australia-based Hi-Tech company needed to automate the end-to-end processing of commercial invoices received via email. Using Microsoft Power Automate and AI Builder, the solution automatically extracts invoice data from PDF attachments, validates key fields against vendor and PO records, routes exceptions for human review, and posts approved invoices directly into the ERP system — with zero manual data entry.
Client Requirements
- Automatically detect and capture commercial invoice emails with PDF attachments.
- Extract key invoice fields (vendor, invoice number, amount, date, line items) using AI Builder.
- Validate extracted data against vendor master and purchase order records.
- Route invoices with exceptions or mismatches to the finance team for manual review.
- Post validated invoices automatically into the ERP or accounting system.
- Send automated acknowledgement and status notifications to vendors and internal teams.
- Maintain a structured invoice log in SharePoint for audit and reporting purposes.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the solution, and completed the integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
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