• INVOICE PROCESSING

AUTOMATION.

• TAGORE INSTITUTE OF
B.PRIYADHARSHINI ENGINEERING AND
TECHNOLOGY.
IV CSE
INVOICE PROCESSING AUTOMATION

Invoice Processing Automation ⮚

•This project aims to automate the process of

extracting invoice data from emails and entering
PROBLEM
it into a spreadsheet. Your team receives a large number of
invoices via email and manually entering
•The Invoice Processing Automation project will the data into a spreadsheet is time-
utilize UiPathStudioX, a powerful RPA tool consuming and error-prone.
designed for business users, to create a
workflow that seamlessly integrates with your
email system, extracts invoice data, validates it,
and automatically populates the information
into a structured Excel spreadsheet.

•This is end to end security

INVOICE PROCESSING AUTOMATION

What kind of technologies are you using for

Project Objectives: Project Phases:
the core of your project?
Analysis and Design
Error Reduction • Excel Automation
Data Accuracy Development • Mail Automation
• File Automation
Efficiency improvement
Testing

Deployment What would be the benefits of the solved problem

. to your individual or organization?
Monitoring and
Time Savings
Maintenance:
Accuracy

Consistency
INVOICE PROCESSING AUTOMATION

Process Design and Flowchart: Outline the entire process, including the steps to log into the email, search for
invoices, extract data, validate, and input into the spreadsheet. Create a flowchart to visually represent the
process.
Email Automation:
Use StudioX's "Use Outlook" activity to connect to your email account.
Create a sequence that navigates through the inbox, searches for emails with the subject line containing
"Invoice," and extracts the sender, subject, and body.
Data Extraction:
Use regular expressions or string manipulation activities to extract relevant data (invoice number, amount,
vendor) from the email body.
Store the extracted data in variables.
Excel Spreadsheet Interaction:
Use the "Excel Application Scope" activity to open the predefined Excel spreadsheet.
Design a sequence that navigates to the appropriate sheet and cell for data entry.
Data Entry and Validation:
Utilize the extracted data stored in variables to populate the relevant cells in the spreadsheet.
Implement validation checks (e.g., ensuring the invoice amount matches the entered amount) using
conditional statements.
INVOICE PROCESSING AUTOMATION

• In conclusion, the Invoice Processing Automation project marks a significant

milestone in transforming your organization's operational efficiency,
accuracy, and agility.
• Through the implementation of Robotic Process Automation (RPA) using
UiPath StudioX, we have successfully automated the once labor-intensive
and error-prone process of invoice processing, resulting in tangible benefits
that resonate across your business landscape.