Template case study: accounting office with monthly invoice flow

A template showing how FINANS PROTECT OCR can structure incoming PDFs/scans, flag missing fields and prepare a review queue before Microinvest/Delta export.

Disclaimer: this is a template/anonymized scenario for content structure. It does not contain a real customer, quote, result or guarantee. Publish as customer proof only after approval, anonymization and verified metrics.

Problem

The team receives invoices from multiple clients via email, chat and scanned files. Manual entry creates risk around UIC, VAT numbers, IBANs and totals reconciliation.

Process

Collect a sample invoice pack with sensitive data removed.

Extract supplier, customer, dates, numbers, totals, VAT and bank fields.

Run safety checks for formats, duplicate risk and inconsistencies before accounting entry.

Route low-confidence or incomplete documents to a review queue.

Prepare export mapping for Microinvest Sklad XML and Delta Kontirovki.

Outcome placeholder

Approved proof should replace this text with verified data: document volume, baseline time, measured pilot time, review-queue share and confirmed export workflow.