Case Study Details

Invoice Processing

Focus

Reducing the manual burden of high volume, rules-based of invoice processing for community, disability and aged care services.

Approach

The project began with the question - "Is there are smarter or more efficient way to do this?". Kuaba then mapped out the existing process in detail including the inputs, outputs and required touch points for human interaction and verification.

Kuaba developed an attended automation solution that filtered incoming emails to store invoices, extracted invoice data and line items, uploaded and reconciled services in the CRM, emailed notifications of service issues, and uploaded financial data into accounting software.

This involved configuring robotic process automation infrastructure and working with the CRM provider to design and create APIs to facilitate automation.

Outcome

• Drastically reduced processing time by 95%
• Reduced errors and turnaround of service issues
• Reduced paper based processes
• Increased capacity and employee satisfaction
• Greater focus on value adding activities