Case study · FinanceIN PRODUCTION

Invoice and payment automation.

From received invoice to executed bank payment — one automation, every step logged.

The problem

Incoming invoices were processed by hand: checked for payment, then paid in bulk through the bank. The data lived in three places — cloud folders, the invoicing system, and online banking — which bred errors and slowed the monthly close.

The solution

One automation connects all three. It watches the folders for new invoices, an AI agent extracts the data, payment files are generated in XML and sent through the bank's API — no manual steps, with checks and validation available at every stage.

The result
  • The full cycle automated, from receiving an invoice to paying it
  • Errors from manual re-entry gone
  • A live view of invoice and payment status
  • Hours of routine work back every month
"We used to fish invoices out of folders — now they pay themselves."FROM THE PRODUCTION DEPLOYMENT