Artificial Intelligence Services

The client needed to improve their invoice and remittance process. Each month, they received and processed approximately 4000 supplier invoices, each with a unique format, design and data structure. Each invoice was reviewed, and the required accounts payable information was manually keyed into the procurement system. This process required considerable resources, which affected their ability to meet remittance and payment timelines.   

The client sought a cost-efficient, automated solution that would allow them to increase efficiency and scale as the number of vendors changed.  

Implementing Protiviti’s automated invoice processing solution in the cloud, leveraging machine learning and RPA which incorporated structured data output, the client reduced manual and time-consuming effort by 50% and enhanced the overall vendor relationship by providing a faster and more accurate remittance process.

As part of the COVID-19 stimulus package, substantial funding was provided to the SBA for the Paycheck Protection Program (PPP). The application window was tight with an extremely high volume of applications needing to be entered and processed. Each application required over 50 data entry points and a single error could cause the entire application to fail, resulting in an applicant needing to start over. The client desired an automated solution to quickly enter in the loan application data and reduce errors.

In two days, Protiviti's team designed and delivered an automated processing solution that ingested the customer loan application, extracted line items and key information, then entered this information into the SBA website. Utilizing an attended UI Path Bot, the client significantly scaled the application entry process, increasing the volume of applications which could be processed with higher accuracy and reduced portal time.