- Manual item collection
- Retrospective search for project codes
- Risk of late billing
- Approval is difficult to verify
Re-invoicing case study
Sample project for connecting project and customer costs to the invoicing process.
01 / STARTING POSITION
The operating situation that can be automated
The items to be invoiced were collected in tables, and then the contract and customer were manually searched for them. Costs were easily missed.
- Automatic extraction of invoice data
- Matching according to project and customer rules
- Approval list for finance
- Items transferred to the invoicing system
Lessmissed item risk
Checkedapproval path
Loggedonward billing
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
Számlázz.huBillingoNAV Online AccountERPBankMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.