Processing-Time Reduction
Reported reduction in processing time per invoice.
Client case study
Automating Vendor Invoice Processing
Xalta’s UiPath vendor invoice workflow reports 80% less processing time, approximately 70% less manual effort and approximately 99% data accuracy while handling more than 600 invoices per month. Classification, extraction and Action Center review prepare validated records for downstream processing.
Discuss a Similar Project
Reported Vendor Invoice Results
Client-case results: 80% less processing time, ~70% less effort, ~99% data accuracy and 600+ invoices per month.
Manual-Effort Reduction
Reported reduction in invoice-handling effort.
Reported Data Accuracy
Supported by extraction checks and business validation.
Invoices Processed per Month
Reported operational capacity in the case.
Client & project context
Client and Project Overview
The client is a global enterprise with document-heavy finance workflows across business units. The AP team received varied vendor invoice formats and needed a consistent set of fields for downstream processing.
The project focused on invoice classification, field extraction, human validation and standard template output. Validated records were prepared in the agreed format for downstream processing.
The challenge
Operational Challenges
The finance team needed reliable invoice information across different layouts without increasing the amount of manual reading and template preparation.
Varied Vendor Layouts
Different invoice formats required repeated interpretation and data handling.
Manual Extraction Errors
Repeated entry increased the risk of inconsistent or incorrect fields.
Slow Output Preparation
Invoice records were delayed while users prepared the information needed by downstream systems.
Growing Processing Demand
Higher document volumes created more work for the same finance team.
The solution
Solution Overview
A UiPath workflow separates classification, extraction and business review before creating the agreed output records.
Vendor invoices are organised by supported template type. Document Understanding extracts single-account layouts, while custom scripts support multi-account formats. Discrepancies and uncertain fields are routed to Action Center.
Vendor Invoice Classification
Organise incoming documents using the supported vendor and template rules.
Layout-Appropriate Extraction
Apply Document Understanding or the relevant custom extraction logic.
Human Validation
Send low-confidence fields and discrepancies to a reviewer before output preparation.
Standard Invoice Output
Populate the agreed template using field mappings and service ID rules.
Human Review and Operational Control
Business users validate and correct uncertain information in UiPath Action Center. Only the reviewed or accepted data is used to populate the standard output record.
How it works
Workflow and System Integration
The stages below show the implemented process from source information to output or review.
- 01
Receive Vendor Invoices
Read documents from the vendor-specific input folders.
Vendor input folders - 02
Classify the Layout
Identify the supported vendor or template type for extraction.
UiPath classification workflow - 03
Extract Invoice Fields
Use Document Understanding or custom logic for the relevant layout.
Document Understanding + scripts - 04
Review Uncertain Data
Route low-confidence values and discrepancies to a business user.
UiPath Action Center - 05
Populate the Standard Record
Apply field mappings and service ID rules to the validated data.
Invoice output template - 06
Save Downstream-Ready Output
Write the prepared template to the configured output location.
Output folders
Implementation
Implementation and Delivery
The build combined vendor-specific classification, different extraction methods and a shared validation and output process.
Map Vendor Templates
Define the supported layouts and the standard fields required for each invoice record.
Configure Extraction and Review
Use Document Understanding for the relevant templates, custom scripts for multi-account layouts and Action Center for review.
Standardise the Output
Apply field mappings and service ID rules before saving the prepared invoice template.
Extraction Confidence
Uncertain fields cannot simply be treated as accepted values. The review path allows the finance team to validate or correct them before output creation.
Platforms, Technology and Architecture
Each component has a defined role in processing, validation, integration or review.
- Orchestration
UiPath workflows
Coordinates intake, classification and the processing sequence.
- Extraction
UiPath Document Understanding
Extracts fields from supported single-account invoice templates.
- Additional layouts
Custom scripts
Supports the multi-account template handling described in the case.
- Business review
UiPath Action Center
Presents uncertain values and discrepancies for validation.
- Output
Mapped invoice templates
Produces consistent records for the configured downstream process.
Results & business impact
Invoice Processing Results and Business Impact
The documented workflow reports an 80% reduction in processing time per invoice and approximately 70% less manual effort. Validation checkpoints support approximately 99% data accuracy, with more than 600 invoices handled each month without added processing resources.
| Workflow measure | Before | After | Reported result |
|---|---|---|---|
| Invoice processing time | Users read varied layouts and prepared the standard fields manually. | Classification, extraction and template population automate the supported preparation steps. | 80%Processing-Time Reduction |
| Manual handling | Staff performed repeated extraction, checking and output preparation. | Review is focused on uncertain fields while supported data moves into the standard template. | ~70%Manual-Effort Reduction |
| Data quality | Manual entry created errors and inconsistent information. | Validation checkpoints and reviewer correction improve the prepared records. | ~99%Reported Data Accuracy |
| Processing capacity | Higher volumes increased the amount of manual invoice preparation. | The workflow handles the reported monthly volume without added resources. | 600+Invoices Processed per Month |
More Consistent Records
Standard fields and service ID rules reduce variation in the output passed downstream.
Review Focused on Uncertainty
Finance users spend less time rekeying clear records and more time correcting the fields that need judgement.
Related offerings
Related Solutions and Services
Explore the solution, supporting service and industry context for this workflow.
Accounts Payable Invoice Automation
Connect invoice capture, validation and approved finance-system updates.
AI Agents & Document Processing Services
Extract and validate structured information from business documents.
Logistics & Transportation Automation
Improve document-heavy back-office workflows.
Discuss a Similar Requirement
Share the invoice layouts, required output fields and review criteria your AP team uses. We can identify the extraction and validation steps worth automating.
Talk to Our Team