Streamlined Invoice Processing

Challenge

A mid-sized financial services firm faced inefficiencies in their accounts payable processes, with manual invoice processing being time-consuming and error-prone.

Solution

We integrated Gmail (invoice receipt) with Google Drive (document storage) and QuickBooks (accounting). This automation ensured invoices received via Gmail were saved to Google Drive, and relevant data was extracted and entered into QuickBooks.

Results

1. Processing costs reduced by 50%
2. Invoice processing time reduced by 60%
3. 40% of accounts payable FTEs reallocated