Invoice approval for an accounting firm
Illustrative scenario. This page describes a typical project and the outcomes we would plan around. It is not a report of a named client’s results. Targets are set with you after the free process review.
The situation
Invoices arrive by email and are retyped into the accounting system. Approvals wait in inboxes, and someone spends hours each week chasing replies and updating a tracking sheet.
What we do
- Map the real process with the finance team, including workarounds.
- Remove steps that only exist for historical reasons.
- Read invoice data automatically and match it to purchase orders.
- Route approvals by rule and send reminders without anyone chasing.
- Post approved invoices to the ledger with a full audit trail.
What we measure
Time from receipt to payment, manual touches per invoice, share of invoices needing correction, and finance hours spent chasing.
Typical outcome targets
Fewer manual steps, a much shorter approval cycle, and no more chasing by email. Targets are set with you after the free review.
Related reading and services
Industry serviceProcess automation for accounting and financeInvoice capture, matching, approvals and reporting, with controls intact.ServiceRPA consultingSoftware robots for systems with no API, chosen and maintained carefully.ChecklistsBusiness process audit checklist: 40 questions to ask before you change anythingA practical business process audit checklist covering ownership, triggers, handoffs, data, controls, performance and documentation. Use it before any improvement or automation project.GuideInvoice Approval Process: From 7 Steps to 3A typical invoice approval is full of retyping and chasing. See how we would redesign it from seven steps to three with automatic capture, routing and posting.
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