Showcase: K2 + UiPath for Invoice Processing

Company

Play Play Company

Category

Artificial Intelligence, Digital Process Automation, Robotic Process Automation

Tags

K2, Microsoft, UiPath

THE PROBLEM

Play Play Company was spending a considerable amount of time processing supplier invoices. Supplier invoices that needed to be paid were being emailed into a central mailbox from a variety of different sources. The invoices needed to be manually opened, reviewed and categorised and someone needed to then extract the relevant payment details including the invoice amount. Finally someone needed to manually process the invoice payment by logging into internet banking and making the payment.

THE SOLUTION

The solution was to bring together robotic process automation, artificial intelligence and digital process automation to offer full lifecycle business automation.

UiPath was used as the robotic process automation platform and monitored the mailbox waiting for new invoices to arrive. Once an invoice arrived, UiPath opened the invoice and categorised it, extracted the necessary details including the supplier details, the invoice amount and the relevant payment details whether this be BPAY or bank account details.

Depending on how accurate UiPath felt the extraction was, it did one of two things:

  • If the details were deemed to be accurate, as well as complete, it automatically logged into internet banking and processed the payment.
  • If the details were not deemed to be accurate, or if they were incomplete, then a K2 process was started to hand off to a human user. A user was assigned a task using K2, when they opened the task they could view the invoice on the left hand side and the extracted details were automatically populated on the right hand side of the K2 form. The user could update the fields as needed and then submit the K2 form. Once the K2 form was submitted, K2 started a UiPath process to automatically log into internet banking and process the payment.

The above process allowed the customer to cut costs, save time, reduce human error and boost accuracy.

HOW RAPIDMATION HELPED

rapidMATION assisted the customer in implementing and automating the end to end process using K2 and UiPath.

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