A leading global business services provider came to us with an invoice processing challenge that had long resisted automation. Supporting multinational clients across finance, accounting, tax, payroll, and compliance operations, the company managed high volumes of invoices across dozens of client entities — each with its own tax codes, cost center structures, ERP formats, and business rules. Their invoice operations involved complex calculation and matching workflows, including master data lookups, tax code identification, cost center allocation, and application of client-specific formulas maintained in spreadsheets and databases. Frequent template variations across clients — combined with ever-changing document formats — made automation difficult, resulting in significant manual effort for data extraction, validation, calculation, and formatting.
They had already relied on manual processes and rule-based tools that couldn't keep up with the scale and variability of their operations. Despite internal efforts to streamline, the company was stuck with a high-touch workflow — until they partnered with Infrrd. What followed was a complete transformation of their invoice operations: — 60–70% reduction in processing time — 60% increase in overall efficiency — End-to-end automation across multi-client, high-volume invoice streams
Infrrd's machine learning OCR, combined with the Agentic AI platform Annie, automated invoice ingestion, data extraction, business rule application, and output formatting — all within the client's predefined templates and SLAs.
Want to see how a complex, multi-client invoice operation moved to a fully automated workflow? Download the full case study.
