Automating Invoice Processing with SharePoint Premium
We implemented SharePoint Premium to provide invoice processing automation, reduce errors, and improve approval speed for finance teams handling high invoice volumes.
Industry
Finance
Services
SharePoint Premium (Invoice Models, Content Types, Metadata Extraction, Approval Workflows, Secure Storage)
About Client
The client is a large financial institution that manages a high volume of vendor invoices as part of its daily finance operations. Invoices arrive in different formats and languages due to a diverse vendor network.
As invoice volumes increased, manual invoice processing became difficult to scale. This led to delays, data inconsistencies, and added pressure on finance teams to meet payment and reconciliation timelines while maintaining accuracy and compliance.
The Business Challenge
The organization struggled with manual invoice processing, limiting invoice processing automation and causing slow payment cycles, delayed vendor reconciliation, and frequent data entry errors across finance teams. Inconsistent invoice formats and slow approvals further reduced efficiency.
Manual, Time-Consuming Processing
Manual reviews slowed invoice processing automation, delaying payments and vendor reconciliation while increasing workload and limiting visibility across finance operations for teams overall.
Manual processing slowed invoice handling
Delayed Payments and Reconciliation
Lack of invoice workflow automation caused approval bottlenecks, slower vendor payments, and longer reconciliation cycles that affected cash flow planning for finance teams.
Delayed vendor payments and reconciliation
Inconsistent Invoice Formats
Different vendor layouts reduced automated invoice data extraction accuracy, forcing manual validation and increasing processing time across departments for every invoice cycle overall.
Different invoice formats increased effort
Data Entry Errors and Slow Approvals
Manual data entry created errors and rework, while missing invoice approval workflow automation slowed sign-offs and delayed downstream processing for finance teams overall
Data entry errors caused rework
Inefficient Approval Workflows
Without secure eSignatures and enterprise document management, teams relied on email and paper, extending approval times and audit risk across all cases.
No secure digital approval process
Manual, Time-Consuming Processing
Manual reviews slowed invoice processing automation, delaying payments and vendor reconciliation while increasing workload and limiting visibility across finance operations for teams overall.
Delayed Payments and Reconciliation
Lack of invoice workflow automation caused approval bottlenecks, slower vendor payments, and longer reconciliation cycles that affected cash flow planning for finance teams.
Inconsistent Invoice Formats
Different vendor layouts reduced automated invoice data extraction accuracy, forcing manual validation and increasing processing time across departments for every invoice cycle overall.
Data Entry Errors and Slow Approvals
Manual data entry created errors and rework, while missing invoice approval workflow automation slowed sign-offs and delayed downstream processing for finance teams overall
Inefficient Approval Workflows
Without secure eSignatures and enterprise document management, teams relied on email and paper, extending approval times and audit risk across all cases.
Manual processing slowed invoice handling
Delayed vendor payments and reconciliation
Different invoice formats increased effort
Data entry errors caused rework
No secure digital approval process
Strategic Approach
1
Assessment of Existing Invoice Processes
Reviewed invoice intake, data capture, and approvals to identify gaps in invoice workflow automation.
2
Design of an AI-Assisted Processing Model
Used SharePoint Premium to enable automated invoice data extraction and handle different invoice formats.
3
Standardization and Secure Approvals
Introduced structured document handling, digital signatures, and standardized reporting
4
Gradual Enablement Across Teams
Rolled out the solution to finance teams in phases for smooth adoption.
The Solution
We implemented SharePoint Premium as an enterprise document processing solution to deliver invoice processing automation with automated invoice data extraction, secure approvals, and strong document management. Supported by our SharePoint development services, the solution reduced manual work, improved accuracy, and gave finance teams faster access to invoices.
AI-Powered Document Processing and Organization
- Automated invoice data extraction using prebuilt and structured models
- Accurate capture of vendor details, invoice amounts, dates, and line items
- Handles different vendor invoice formats without manual setup
- PDF merge and split for easy review, storage, and document grouping
- Faster document review and secure archiving
Digital Approvals and Reporting
- Invoice approval workflow automation with secure digital signatures
- No paper or email-based approval steps
- Faster invoice approvals across finance teams
- Standard reports showing invoice status and processing stages
- Clear visibility into daily finance operations
Language Support for Global Operations
- Built-in document translation for international invoices
- Supports vendors across different regions and languages
- Consistent invoice processing across countries
- Better accuracy and compliance in global finance workflows
Looking to make your financial processes faster and more accurate with SharePoint Premium?
The Results
The SharePoint Premium solution delivered clear improvements in invoice processing automation across finance operations. With our workflow automation consulting and SharePoint Premium implementation, finance teams achieved faster approvals, fewer errors, and smoother invoice processing across daily operations.
70%
3X
60%
50%
Client Testimonial
Technology Stack
Microsoft Syntex
SharePoint eSignature
SharePoint PDF Management
Microsoft Azure AI Translator
Power Automate
SharePoint Online
Schedule a Consultation with Our Experts!
Ready to see how SharePoint development services and Power Apps consulting can support your goals? Contact Reality Tech today, and let’s start planning your next project together.
