Microsoft Workflow saves a Financial company valuable time

Microsoft Workflows saves a Financial company valuable time

A city based financial company was wasting hours of admin time in managing and matching the significant amount of incoming invoices received for their investment funds, in addition to obtaining senior authorisation for processing and payment.

SY implemented Automated Document recognition and a workflow in Microsoft 365 to manage the flow from start to finish.

Overview of the workflow Process:

How the workflow performs:

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