Meet Carly your
Open Invoice Data Entry

Takes invoice data provided in Excel template for invoices and enters all information into a website called Open Invoice. It will follow the various windows and select from corresponding dropdowns to enter and select all pertinent information like a person would. An image of the corresponding invoice will also be uploaded and submitted. It would take a human approx. 4min and 25sec for manual data entry per invoice, Bot runtime for 1 invoice is 1min.

01

Locate specific emails and open attached invoice PDFs

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Specific Emails

02

Extract data from documents

Extract Data From Documents
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Openbots Platform Graph

03

Input data into invoice automation software

Enverus
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05

Generate new invoice record

Generate New Invoice Record

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04

Attach documents within OpenInvoice record

Open Invoice Record

  • Vendor

    Intellese
  • Apps/CRM/System

    Specific Emails    Excel Logo    Enveros Logo    Word Logo
  • Business Process

    Sales

    Finance & Accounting

  • Category

    Productivity

  • Complexity

    Simple

  • Industry

    Banking

 
 
 

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