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Customer

A tech-driven enterprise aiming to automate its finance operations by minimizing manual invoice handling. The goal was to streamline invoice processing received via email and ensure accurate, secure extraction and storage of financial data.

Challenge

Manual invoice processing was time-consuming, error-prone, and inefficient, especially when dealing with various invoice formats and high volumes. The company needed a scalable solution to automate invoice extraction, classification, and structured storage for integration with ERP systems.

Some of the Key challenges of the project were:
  • Parsing different invoice formats reliably using OCR and AI models.
  • Securely retrieving and processing email attachments in real-time.
  • Ensuring high data accuracy for financial reporting.
  • Migrating from a relational database to a more flexible NoSQL model.
  • Creating a reliable pipeline for ongoing, automated processing.
Solutions 
  • Developed an AI-driven invoice extraction system using OpenAI ChatGPT with prompt engineering for intelligent parsing.
  • Built a secure, automated email processing pipeline using AWS SES, Lambda, and Secrets Manager for secure attachment retrieval.
  • Generated unique email addresses for users via SES to simplify and secure invoice submissions.
  • Implemented Celery-based cron jobs to enable periodic and real-time processing.
  • Migrated the database from PostgreSQL to MongoDB, using custom ORMs for schema flexibility.
  • Created RESTful APIs leveraging PaddleOCR and Tesseract for OCR, combined with regex-based field matching.
  • Stored all processed invoice files securely in AWS S3, organized by user accounts for easy access.
Results
  • Achieved significant reduction in manual errors and increased invoice processing efficiency.
  • Enabled seamless integration with ERP systems, improving structured financial data management.
  • Delivered secure and scalable email and attachment handling using AWS services.
  • Improved data accuracy and reliability through AI-powered OCR and regex-driven field extraction.
  • Provided a solution adaptable for IT expense management, billing, and contract processing.
Technologies
  • OpenAI ChatGPT
  • AWS SES, AWS Lambda, AWS Secrets Manager, AWS S3
  • MongoDB (custom ORM)
  • PaddleOCR, Tesseract OCR, Regex
  • Celery, RESTful APIs
Timeline: 8 Weeks
  • Email Processing & Data Extraction: 2 weeks
  • AI Model Implementation & Optimization: 3 weeks
  • Integration & Deployment: 3 weeks

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