Automated Invoice Receipting process automation
Budget: £3,000 – £5,000 GBP
Automation of Invoice Receipting Process
We are seeking to automate our current manual process for receipting supplier invoices against Purchase Orders (POs) within our CRM “SimPRO” and accounting software “Xero”
Key Objectives:
• Automate the matching of supplier invoices against existing Purchase Orders. This will involve retrieving and validating PO data from our CRM system via its API.
•Automate the creation and processing of supplier invoices in our accounting software using its API, including linking invoices to relevant POs.
•Implement Optical Character Recognition (OCR) and potentially AI technologies to extract necessary data (e.g., PO numbers, invoice amounts, supplier details) from PDF invoices received via email2 .... The solution should be capable of handling scenarios where a single PDF may contain multiple invoices.
•The automated process needs to accommodate both full and part payments against Purchase Orders
•The solution should be built as a secure and scalable backend hosted on Microsoft Azure, potentially utilising Azure Functions for event-driven processing and Azure Blob Storage for managing invoice files, Azure Logic Apps could be considered for potential workflow automation.
•The backend development should be in either .NET or Python.
•The project will require thorough testing and deployment of the automated solution.
Required Skills and Experience:
• Demonstrable experience with API integration, particularly with CRM and accounting software (specific platforms will be discussed).
• Strong proficiency in Microsoft Azure services, including Functions, Blob Storage (and Logic Apps, ideally).
• Experience with OCR/AI data extraction from PDF documents.
• Solid backend development skills in either .NET or Python.
• Understanding of data processing and system integration principles.
We are seeking to automate our current manual process for receipting supplier invoices against Purchase Orders (POs) within our CRM “SimPRO” and accounting software “Xero”
Key Objectives:
• Automate the matching of supplier invoices against existing Purchase Orders. This will involve retrieving and validating PO data from our CRM system via its API.
•Automate the creation and processing of supplier invoices in our accounting software using its API, including linking invoices to relevant POs.
•Implement Optical Character Recognition (OCR) and potentially AI technologies to extract necessary data (e.g., PO numbers, invoice amounts, supplier details) from PDF invoices received via email2 .... The solution should be capable of handling scenarios where a single PDF may contain multiple invoices.
•The automated process needs to accommodate both full and part payments against Purchase Orders
•The solution should be built as a secure and scalable backend hosted on Microsoft Azure, potentially utilising Azure Functions for event-driven processing and Azure Blob Storage for managing invoice files, Azure Logic Apps could be considered for potential workflow automation.
•The backend development should be in either .NET or Python.
•The project will require thorough testing and deployment of the automated solution.
Required Skills and Experience:
• Demonstrable experience with API integration, particularly with CRM and accounting software (specific platforms will be discussed).
• Strong proficiency in Microsoft Azure services, including Functions, Blob Storage (and Logic Apps, ideally).
• Experience with OCR/AI data extraction from PDF documents.
• Solid backend development skills in either .NET or Python.
• Understanding of data processing and system integration principles.