Project showcase · What we built

Automated invoice processing with Salesforce

5,000+ invoices a day processed automatically from Outlook to Salesforce Financial Force

Starting point and solution

The challenge

5,000+ e-invoices a day from different regions required manual data entry, which kept the finance team from using its expertise for strategic financial analysis and process optimization.

Our solution

End-to-end automation from Outlook through SharePoint to Salesforce Financial Force, with OCR processing, automatic regional classification, and a direct ERP connection.

Finance team focuses on strategic analysis and optimization
Higher-value work instead of manual data entry
Less rework through automatic checks
Turnaround time to posting reduced from 48 to 3 hours
Automatic compliance check on every invoice

The process, step by step

The diagram replays a typical run, from intake through processing to handoff into the target systems. It shows the structure of the delivered system. Nothing runs live on this page: it is a diagram, not a view of live operation.

Core features

The main components of the solution

Automatic email intake

Direct Outlook connection for automatic invoice receipt and pre-sorting into subfolders.

Regional classification

Automatic detection and routing by region (DE, EU, RL, MW, NO) with region-specific compliance rules.

OCR at 98% accuracy

High-precision text recognition for scanned invoices and PDF documents with automatic field extraction.

Salesforce integration

Direct sync with Financial Force for complete bookkeeping with no manual entry.

SharePoint archiving

Automatic document management with a full audit trail and compliant archiving.

E-invoice generation

Automatic generation of structured XML e-invoices from PDF and image formats.

Technology stack

The technologies and building blocks used in this project

Microsoft Outlook APISharePoint OnlineAzure OCR ServicesPython FastAPISalesforce Financial ForceApache KafkaPostgreSQLDocker/Kubernetes

A comparable process in your organization?

We check in a short readiness assessment whether and how your use case can be implemented, with a clearly bounded scope.

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