The Challenge
The owner opened PDFs one by one, checked the vendor, item, amount, and currency, then entered the same information into several Excel formats.
Turn inconsistent invoices into voucher data and daily reports
Read vendor-specific PDF invoices and automatically prepared the Excel voucher files and daily reports.
Customer identity and live operating data have been anonymized and reconstructed.
Volume4,000 per month
Before3 min per item
AfterApprox. 1 min per item
Verified impactApprox. 133 hours per month
The Input
Vendor PDF invoices · voucher-entry template · daily report
Work Loop
- 01
Classify incoming PDFs by vendor and document type.
- 02
Extract required values with OCR and document rules.
- 03
Validate totals, currency, and required fields, then flag exceptions.
- 04
Create the voucher-entry Excel file and daily report.
Verified Outcomes
Estimated from operating records and owner validation
- Reduced repetitive entry across 4,000 documents per month
- Flagged missing fields and total mismatches during review
- Shifted the owner’s time from entry to final review
PDFOCRExcelReport