Industry automation

Energy & UtilitiesAutomation

Keep essential business processes moving across sites and systems.

Reduce the manual work behind vendor invoices, supporting documents, approvals and financial reporting. Xalta connects business workflows so teams spend less time moving information between applications.

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Electricity transmission infrastructure — Practical automation for finance and shared services across energy operations.

Industry challenges

Where work gets held up

Vendor-heavy operations generate large volumes of documents and approvals. Separate systems and local working methods make routine work harder to manage across business units.

Every vendor sends a different invoice

Invoice layouts and required fields vary. Staff repeatedly read documents and enter the same information into several systems.

More suppliers mean more manual work.

Approval work crosses several systems

Teams switch between document management, finance applications and email to validate one invoice.

Each handoff can delay completion.

Supporting files are difficult to find

Invoice copies and purchase order references arrive in shared inboxes and folders. Duplicate or misplaced files create extra checks.

Review begins with a document search.

Rules differ across business units

Account codes, routing and validation requirements change by vendor or unit. Rules held in individual spreadsheets are difficult to apply consistently.

Operators depend on local knowledge.

Where we help

Practical help across your workflows

Focus first on the administrative work around suppliers, finance and internal service teams. Each workflow has defined inputs, ownership and review steps.

A person using a laptop beside industrial equipment — Connect finance and document information across business teams.

Accounts payable

Vendor invoice capture

Read invoice PDFs, extract required fields and prepare records for validation.

Low-confidence or missing information goes to an AP reviewer.

Finance operations

Invoice validation and posting

Apply vendor rules, prepare account entries and update the approved finance systems.

Finance owns coding rules and approval authority.

Document operations

Invoice backup management

Collect email attachments, check for duplicates and place documents in the correct folders.

Unrecognised documents are held for review.

Procurement support

Supplier and reference checks

Compare invoice information with available vendor and purchase order records.

Supplier changes and disputed invoices stay with the responsible team.

Reporting

Finance report preparation

Collect agreed data, standardise files and prepare recurring finance reports.

Finance reviews totals and signs off the final report.

Shared services

Workforce and access updates

Coordinate approved employee record changes and supported access removal.

HR and application owners approve the triggering request.

Relevant solutions

Solutions for everyday operations

Apply document, finance and support automation to the business systems behind energy and utility operations.

Accounts payable

Accounts Payable Invoice Automation

Capture invoices, apply business rules and prepare approved data for finance system updates.

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Document handling

Invoice Extraction & Review

Extract information from varied vendor layouts and send uncertain fields to a reviewer.

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Financial control

Accounting Reconciliation Automation

Compare records across agreed finance sources and organise differences for investigation.

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Customer and supplier support

AI Voice Agents

Handle defined routine calls and pass complex or sensitive requests to a team member.

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Shared services

User Access Deactivation Automation

Remove supported business-application access following an approved employee departure.

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Automation modernisation

Automation Migration Accelerator

Move existing automations through discovery, conversion, testing and controlled release.

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Services for this industry

From a useful starting point to reliable operations

Choose the support you need, from assessing the workflow to building, integrating and maintaining it.

AI Advisory & Transformation Services

Identify useful automation opportunities in AP, document handling and shared services across business units.

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Systems Integration & Modernization Services

Connect document management, finance applications, shared drives and approved business interfaces.

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Intelligent Process Automation Services

Automate invoice checks, account entry preparation and recurring reports with clear exception handling.

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AI Agents & Document Processing Services

Extract vendor document information and coordinate tasks with defined business rules and reviewer input.

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Managed Automation Services & AgentOps

Maintain production workflows as vendor formats, application screens and processing rules change.

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Platforms, technology and architecture

Energy workflows can use document automation, existing finance applications and Microsoft 365 tools. The approach is selected around your systems and operating rules.

Layer	Approach	Controls
Invoice processing	Automation Anywhere A360 and Document Automation for invoice intake and extraction.	Review fields below the agreed confidence threshold before processing continues.
Energy finance systems	DocVue and OGSQL/OGSYS integration in the oil and gas workflow.	Apply vendor-specific rules and route failed entries back to the AP team.
Document backup	Power Automate, AI Builder, Outlook and SharePoint in the utilities example.	Check invoice IDs for duplicates and separate documents that need review.
Operations and support	Run summaries, exception queues and controlled configuration updates.	Keep access to approved business systems and retain processing evidence.