A PE-backed portfolio company processed a constant stream of receipts Thousands per week—from field operations and vendors. To enter the required fields into the ERP, they staffed a 10-person offshore data-entry team.
Slow: Batch turnaround often lagged by days, delaying close and cash visibility.
Error-prone: Human keying introduced inconsistencies that downstream teams had to reconcile.
Expensive: Labor and rework costs scaled with volume; peak periods required overtime or additional temps.
Unscalable: Growth meant linearly adding headcount, training, and QA.
Our Solution
Solution
We built and deployed an autonomous receipt-ingestion agent that converts raw images/PDFs into clean, structured records ready for the company’s database.
Vision + Language Stack: High-accuracy OCR and layout parsing feed an LLM extraction layer that understands vendor formats and line-item quirks.
Confidence-based QA: Each field carries a confidence score. Low-confidence edge cases route to a lightweight human check; routine receipts flow straight-through.
Schema-aware Validation: Business rules (dates, taxes, GL mappings, currency, totals vs. line-item sums) catch and correct common discrepancies before they hit the ERP.
Secure & Auditable: PII redaction, encryption in transit/at rest, and full audit logs for every record and correction.
Drop-in Integration: SFTP/watch-folder ingestion + API connector to the company’s database; no workflow disruption.
Our Results
Results
>90% faster and cheaper receipt processing, with materially fewer downstream corrections.
The finance team closes faster, FP&A sees spend in near-real-time, and operations no longer staff to volume spikes.
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