Client: Leading Engineering Equipment Company
Location: India
Overview
Our client, Leading Engineering Equipment, is a prominent company in India’s supply chain and manufacturing sector. The organization faced a major challenge in processing a high volume of invoices efficiently. Their traditional method involved extensive manual data entry—extracting PO numbers, vendor names, and invoice totals—which was time-consuming, error-prone, and unsustainable as operations scaled.
To solve this, CodeValue partnered with the client to implement Microsoft’s AI Builder along with Power Platform tools (Power Apps and Power Automate), transforming invoice management through intelligent automation.
Challenges
- Manual Data Entry: Employees had to manually read invoices and input details into Excel or internal systems.
- Slow Processing: The manual process delayed procurement and accounting workflows.
- Scalability Issues: As transaction volumes increased, the manual process couldn’t keep up.
CodeValue Solution
CodeValue delivered an intelligent automation framework using AI and low-code tools:
- Training AI Builder: We trained AI Builder with various invoice templates, enabling it to identify and extract fields like PO numbers, vendor names, and total amounts.
- Invoice Data Extraction: Once trained, AI Builder could accurately extract required data from scanned or digital invoices.
- Power Automate Integration: We connected AI Builder outputs to Power Automate, ensuring seamless data flow into Excel and other ERP systems
- Custom Workflows with Power Apps: Where needed, we developed user-friendly Power Apps for validation or exception handling.
Results
- 90% Reduction in manual data entry effort
- Real-Time Data Processing, eliminating bottlenecks
- Higher Accuracy, minimizing human error
- Scalable Workflow, adaptable to increasing invoice volume
- Freed Up Resources, allowing staff to focus on strategic work
Conclusion
By combining CodeValue’s automation expertise with Microsoft’s AI Builder and Power Platform, the client gained a reliable, scalable, and intelligent invoice processing system. The project not only eliminated manual inefficiencies but also empowered the organization to future-proof its operations—ready to grow without compromising accuracy or speed.