Challenge
The finance team receives a high volume of supplier invoices and enters them into the ERP by hand, each one checked against its purchase order and delivery note, and arriving in mixed formats such as PDFs, scanned images, or emails. This consumes many hours, increases the risk of errors, and limits the team’s ability to focus on higher-value activities.
Solution
A virtual worker joins the finance team and takes on supplier invoice posting from start to finish. It receives and reads each invoice, matches it against the purchase order and delivery note using the same rules a finance team member follows, enters the data into the ERP, registers the invoice in the database, and saves it in the document repository. This brings consistency, traceability, and operational continuity, even when invoice volumes rise.
Virtual worker workflow overview
Works with any ERP (SAP, Oracle, Business Central, Odoo, SAGE, etc.)
Follows your business rules, whatever they are: matching invoices by purchase order, delivery note, or other criteria
Handles invoices in any format: email, scanned documents, PDFs, or images
Registers every invoice in the database and saves it in Drive dynamically, keeping a full audit trail and flagging exceptions for human review
Keeps invoice posting current day to day with no omissions, so month-end closing arrives without a backlog
Key capabilities
