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AI Driven Solutions

For finance teams using Microsoft 365

Invoice automation with Power Automate.

Move supplier invoices from the inbox to the right approver, with purchase-order checks and a place for exceptions.

We would map the work, assess document extraction and build the agreed process inside your Microsoft environment. Your finance team keeps control of approvals.

Discuss your invoice process

Free first conversation. Review and implementation pricing below.

Illustrative processAn invoice, from inbox to accounts.

Work by handOpen the attachment and type the invoice details.

With automationExtract the fields and check them against the purchase order.

Work by handEmail the budget holder, then chase a reply.

With automationSend an approval request to the right person in Teams.

Work by handCopy the approved figures into the finance system.

With automationPass approved records to finance and flag exceptions for review.

People keep approval authority. Uncertain matches go to a person. We measure the cost and volume before recommending a build.

From an attachment to an accountable decision.

Accounts payable automation needs a clear route for incomplete, disputed and repeated invoices as well as the ones that match.

  1. Capture the fields

    A flow could take an invoice from your mailbox or SharePoint and use AI Builder to extract its reference, supplier, amounts and purchase order.

  2. Check the records

    Compare the fields with your supplier and purchase-order data. Agree how to handle duplicates, missing references, low-confidence fields and any goods-receipt checks.

  3. Ask the right person

    Route approvals to the named budget holder, with reminders and escalation rules agreed in advance. Keep exceptions in a review queue.

  4. Hand over the approved record

    Connect to your finance system where its interfaces support it. Agree the export or integration during scoping, and retain the decision history.

Start with a sample of the work.

For the first conversation, bring an estimate of invoice volume, the systems involved and the steps your team repeats. You can describe the process without sending financial documents.

A focused remote review would map one invoice process, examine representative documents and assess the cost assumptions, licences and access a build would need.

What the review would give you

  • A process map and cost assumptions for the work done by hand.
  • A proposed flow with approval and exception rules.
  • An estimate of build and running costs, with assumptions stated.
  • A recommendation to proceed, simplify the process or leave it alone.

Invoice automation pricing.

A focused review is available if the process needs investigation. Implementation is quoted for the work required, including document extraction, checks and finance-system integration.

Focused process review

Review one invoice process remotely, map the steps and assess the case for automation. Implementation is quoted separately using the findings.

£1,950fixed price

Invoice implementation · fixed quote after scoping

The general workflow starting price excludes AI document extraction and custom integrations. We price an invoice build against its own requirements. A paid review is a separate deliverable; its findings inform the implementation quote without an automatic fee credit.

Prices exclude VAT where applicable and Microsoft licensing or usage charges. We confirm scope, licences and running costs before a fixed quote.

Full pricing and engagement terms

Agree the checks before the build.

We would agree how the process handles missing purchase orders, repeated invoices, partial deliveries and disputed amounts. Your approval policy determines who can release a record and when it needs another check.

The workflow above is illustrative. A build would need testing against representative documents and your finance-system interfaces before launch.

Microsoft documents the extraction capability in its AI Builder invoice-processing guide. We would assess that capability and its licensing against your process before proposing it.

Read about document accuracy and human review

Bring the invoice process you want to fix.

You will speak directly to Phil. We will work through the bottleneck and tell you whether a focused review or a build is a sensible next step.

Discuss invoice automation