Smart View Solutions

Case Study

Procure To Pay

A European client running a full procure-to-pay cycle — purchase planning, vendor management, buying, invoicing, vendor advances, and reconciliations — was stuck bridging the gaps between systems that were never built to talk to each other.

Every requirement meant pulling, reshaping, and moving data across the general ledger, ERP, CRM, banks, vendors, and logistics providers. Because most of these platforms didn't offer a clean way to integrate, the client had been plugging the gaps with manual labor — which meant delays and room for human error.

The Challenge

The procure-to-pay cycle touched a wide spread of systems — general ledger (GL), ERP, CRM, banks, vendors, and logistics companies — each with its own data format and no easy way to integrate directly. Staff had to manually extract, reshape, and re-enter data as it moved from one platform to the next, which slowed down the cycle and left more room for mismatches and errors to slip through.

The Solution

We deployed RPA bots to close those integration gaps by automating the front-end applications directly — no custom integration project required. The bots were built to:

  • Mimic the existing process flow, so the automation fit the client's current workflow without disruption.
  • Automatically identify price or quantity mismatches and exceptions, flagging them with the context process owners needed to resolve issues quickly.
  • Log every transaction processed, along with a success or failure result, for clean reporting.
  • Investigate identified mismatches and clear them by following the client's defined business rules.
  • Apply business decisions that were coded directly into the bot engine.
  • Track built-in KPIs to measure the bots' performance over time.
  • Maintain an audit trail that updates every hour.

The Results

Automating the integration layer paid off across accuracy, speed, and cost:

  • 95% of mismatch cases are captured and resolved automatically by the bots — only 5% need manual intervention.
  • Automated validation reduced potential risk and kept accuracy consistently high.
  • Detailed logs of every action improved business decision-making, real-time issue resolution, and analytics.
  • The bots run productively around the clock, 24 hours a day.
  • Processing got faster, with a noticeably improved turnaround time.
  • Overall processing quality improved across the cycle.
  • Labor costs dropped as manual data-bridging work was eliminated.
Catching and resolving 95% of mismatches automatically turned a manual integration headache into a process that runs itself around the clock.

Procure-to-pay cycles are full of the kind of disconnected, high-friction handoffs that RPA is built to solve. By automating the front end instead of building costly custom integrations, this client closed the gaps between their systems and got a faster, more accurate, and far less labor-intensive process in return.

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