Invoice Automation & ERP Integration Specialist Needed
Budget: $10 – $30 USD
We are seeking an expert programmer to design and implement a robust automation process for capturing and recording invoices (Accounts Receivable and Accounts Payable) for an accounting firm in the Dominican Republic. The primary objective is to eliminate manual data entry by enabling document capture via tablets, physical scanners, or email, and automating the entire process through to integration with the SADE ERP system.
The required workflow includes:
1. Document Capture: Implement methods for invoice ingestion via email and scans (from tablets or physical scanners).
2. Data Extraction (OCR): Configure and optimize an OCR tool—preferably Parseur or an efficient alternative—to accurately extract tax data and key invoice amounts.
3. Workflow Automation: Connect and automate the transfer of extracted data using Zapier, ensuring seamless communication between the capture tools, OCR software, and the ERP.
4. ERP Integration: Develop a direct connection between the data output and the SADE ERP interface (which utilizes an SQL database) to automatically populate Accounts Receivable and Accounts Payable transactions.
Mandatory Requirements (Non-negotiable):
* The specialist must have demonstrable experience implementing this type of automation system (OCR + ERP), specifically within accounting or auditing firms. Please do not apply if you do not meet this requirement.
* Solid experience with SQL databases and connecting/integrating with various ERP systems.
* Advanced proficiency in automation tools (such as Zapier) and document extraction solutions (such as Parseur or equivalent high-performance tools).
* A deep understanding of accounting logic, including Accounts Receivable (AR) and Accounts Payable (AP). Knowledge of Dominican Republic tax regulations (DGII / NCF) will be considered a significant asset. Please include the following in your proposal:
1. A brief summary of similar projects you have completed in the accounting or auditing sector.
2. Your preliminary technical approach for connecting data to the SADE ERP (SQL).
3. An estimated budget and projected timeline for project completion.
We are open to considering proposals that include other options or low-cost software recommended by the expert to achieve the automation objectives. The expert is not responsible for the ERP interface itself, but rather for the data matrix that allows the ERP to read the data.
The required workflow includes:
1. Document Capture: Implement methods for invoice ingestion via email and scans (from tablets or physical scanners).
2. Data Extraction (OCR): Configure and optimize an OCR tool—preferably Parseur or an efficient alternative—to accurately extract tax data and key invoice amounts.
3. Workflow Automation: Connect and automate the transfer of extracted data using Zapier, ensuring seamless communication between the capture tools, OCR software, and the ERP.
4. ERP Integration: Develop a direct connection between the data output and the SADE ERP interface (which utilizes an SQL database) to automatically populate Accounts Receivable and Accounts Payable transactions.
Mandatory Requirements (Non-negotiable):
* The specialist must have demonstrable experience implementing this type of automation system (OCR + ERP), specifically within accounting or auditing firms. Please do not apply if you do not meet this requirement.
* Solid experience with SQL databases and connecting/integrating with various ERP systems.
* Advanced proficiency in automation tools (such as Zapier) and document extraction solutions (such as Parseur or equivalent high-performance tools).
* A deep understanding of accounting logic, including Accounts Receivable (AR) and Accounts Payable (AP). Knowledge of Dominican Republic tax regulations (DGII / NCF) will be considered a significant asset. Please include the following in your proposal:
1. A brief summary of similar projects you have completed in the accounting or auditing sector.
2. Your preliminary technical approach for connecting data to the SADE ERP (SQL).
3. An estimated budget and projected timeline for project completion.
We are open to considering proposals that include other options or low-cost software recommended by the expert to achieve the automation objectives. The expert is not responsible for the ERP interface itself, but rather for the data matrix that allows the ERP to read the data.