Using Power Automate to create an invoice classification system
Dealing with the invoice classification process is a tedious task for the financial department. Invoices usually come via email with little to no information regarding the provider, the amount, or the products involved, leaving no option for the financial staff but to open each invoice to categorize them manually.
We will demonstrate one way to improve this process by creating a SharePoint document library where the staff can upload invoices without opening and reviewing them manually. A Power Automate cloud flow will monitor this library. When a new invoice is uploaded, a trained Form Recognizer model will extract the required information from these invoices to enrich its metadata and trigger an approval process depending on the amount.
Other approaches to enhance this process include the following:
- Monitoring an email account with a Power Automate cloud flow that analyzes the invoices attached to emails...
