The client is a financial services company that specializes in providing loans and credit products to small businesses. They have been in operation for over 10 years and have built a reputation for being a reliable and trustworthy lender.
The client wanted to improve their accounts payable process by automating invoice processing, reducing manual errors, and increasing efficiency. The firm was looking for a Microsoft Gold Partner to develop a Power Pages solution that integrates with their existing systems and can be easily accessed by accounting personnel.
To address the challenges, our team of experts proposed developing a Power Pages solution using Microsoft Power Apps, Power Automate, and Azure Cognitive Services.
The solution consisted following features:
Invoice processing automation: The Power Pages solution will automate invoice processing using OCR (Optical Character Recognition) technology from Azure Cognitive Services. This solution will extract key data like invoice numbers, vendor name, and amount, and match the data against the firm’s accounting system.
Approval workflow: The Power Pages solution will provide an approval workflow using Power Automate, enabling accounting personnel to review and approve invoices electronically. The solution will route invoices to the appropriate personnel based on predefined rules and thresholds.
Analytics dashboard: The Power Pages solution will provide a centralized analytics dashboard using Microsoft Power BI, allowing the firm to monitor key performance indicators, identify areas for improvement, and make data-driven decisions.
Integration with existing systems: The Power Pages solution will integrate with the firm’s existing accounting system using Dynamics 365 connectors, enabling seamless data synchronization, and reducing manual errors.
To implement the solution, we have used a combination of Azure Cognitive Services, Power Apps, and Power Automate. This solution was hosted on Azure App Service, providing scalability, security, and availability. It also integrated with the firm’s existing systems using Dynamics 365 connectors.
AQL’s Microsoft Power Platform experts have helped the client in overcoming their challenges.
AQL’s Power Pages solution has resulted in many benefits for the client, including:
- Automating the accounts payable processes has reduced manual tasks by 80%.
- Increased productivity within the organization by 70%.