Invoice Processing Automation for a Business Immigration Law Firm

The client, a boutique business immigration law firm, operates with a global perspective, maintaining offices in San Francisco, Los Angeles, London, and Singapore. They enable innovation, competition, and expansion by facilitating the onboarding of foreign national talent. The major challenge the company faced was the manual processing of invoices received in multiple formats (PDF and CSV) for vendors across different locations. This repetitive and time-consuming task could have improved their efficiency and growth. They sought an automated solution to extract data from invoices regardless of format, Integrating existing financial management system (NetSuite) and CRM (Salesforce).