The Challenge
Project closeouts have a way of surfacing every receipt that got postponed during the busy weeks. By the time the project wraps, you’re looking at a folder full of invoices that all need to be in Projectworks before the books can close.
- 20+ invoices and receipts accumulated in a folder with no time built in to process them individually
- Manual entry of vendor names, amounts and dates for each document is slow and error-prone
- Closing out a project phase gets delayed while someone works through a backlog of paperwork
- The pressure to close the books quickly increases the risk of miscoded or skipped expenses
The Autohive Solution
Instead of opening one file at a time, you hand the agent the whole batch and let it do the heavy lifting.
Batch Document Processing
Drop a folder’s worth of PDFs, photos or scanned documents into the chat, and the agent processes every one in the same pass, no manual sorting required.
Automatic Data Extraction at Scale
Vendor names, amounts, dates, GST and reference numbers are extracted from each document automatically, whether the batch is five receipts or fifty.
Matched and Filed Claims
Every extracted expense is matched against your live Projectworks clients, projects and tasks, then filed as a ready-to-review claim linked to the correct project.
Benefits
- Hours of work reduced to minutes - A batch that would take an afternoon to enter manually is processed in one pass
- Consistent accuracy across the batch - Every claim gets the same careful extraction, regardless of volume
- Faster project closeout - Expense data is ready for reconciliation without a data-entry bottleneck
- No format sorting required - PDFs, photos and scanned documents can all go in together
How It Works
- Gather your receipts - Collect the accumulated invoices and receipts into a single folder
- Upload the batch - Drop the files into the chat with the agent
- Review the filed claims - The agent extracts details from each document and files matching expense claims in Projectworks for approval
Getting Started
- Sign up at app.autohive.com
- Connect your integration from the marketplace
- Configure your automation
- Deploy your agents
