HomeCase StudiesInvoice approval automation
Accounting firm · 25 people

Supplier invoices approve themselves — humans just review.

More than 400 supplier invoices arrived every month as PDF attachments — each one printed, hand-keyed and walked to a partner's desk for sign-off. Approval took six days, and two errors a week were reaching the ledger.

90%less manual data entry
1 dayapproval, down from 6
400+invoices / month automated
The problem

Printed, hand-keyed, walked to a desk.

The firm's accounts-payable inbox filled with more than 400 supplier invoices every month, nearly all of them PDF attachments. Each one followed the same route: printed out, keyed by hand into the ledger, then carried across the office and left on a partner's desk to wait for sign-off.

The wait was the real cost. An invoice took six days to clear approval — not because anyone was slow, but because a paper document can only be in one place at a time, and a stack on a partner's desk is a queue nobody can see into. Whenever a partner was out or a deadline crunch hit, the stack simply grew, and the people waiting on it had no way to check where any given invoice stood.

Hand-keying carried its own tax. Retyping vendor names, amounts and line items from PDFs is exactly the kind of work where small slips creep in, and two errors a week were making it all the way into the ledger — an uncomfortable pattern for a firm whose entire business is getting other people's numbers right.

What we did

A pipeline where humans only review.

We rebuilt the whole journey inside Microsoft 365 — AI Builder reads each document, Power Automate moves it, Teams approves it and SharePoint files it. Four steps, in order.

1
Extraction, not retyping

AI Builder reads every incoming invoice PDF and pulls the vendor, the amount and the individual line items — the same fields staff used to hand-key, captured the moment the invoice arrives.

2
Purchase-order matching

A Power Automate flow checks each extracted invoice against its purchase order, so a mismatch is flagged for review before the invoice goes anywhere near approval.

3
Approvals routed by amount

Routing rules send each invoice to the right level of sign-off based on its amount. For the partner, approval is one tap on a Teams notification — no printout, no desk, no pile.

4
Automatic filing to SharePoint

Once approved, every invoice files itself into SharePoint — named, organized and searchable, with nothing left sitting in an inbox or a tray.

Results

The same sign-off, without the paper.

Partners still review every approval — they just do it from Teams, on invoices that arrive already extracted, matched and filed.

90%less manual data entry
1 dayapproval, down from 6
400+invoices / month automated
Power Automate AI Builder Microsoft Teams SharePoint Online

Still walking paper to someone's desk?

Book a free 30-minute audit — we'll look at how invoices, approvals or any paper-bound process moves through your team today, and show you what Power Automate could take off your plate.