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Client Project
Invoice Processing Automation
AI-powered document extraction pipeline for a professional services firm. Reads incoming invoice PDFs, extracts line items, validates against POs, and posts to Xero automatically.
Problem
A professional services firm was typing invoice line items from PDFs into Xero.
What we built
An extraction pipeline that reads invoices, validates against POs, and posts to Xero.
How it works
- 01Invoice PDF arrives
- 02AI extracts line items
- 03Values validated against PO
- 04Posted to Xero
- 05Exceptions flagged for review
Tech
Document AIn8nXero APIOpenAI
Result
Manual invoice entry removed from the weekly close. Client details anonymised.