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Processing documents

Someone opens every PDF invoice and retypes the total, the date, and the tax ID.

The manual process

A supplier emails a PDF invoice. Someone opens it, types the fields into the ERP, checks it against the purchase order, updates the payments spreadsheet, and emails finance.

Systems involved

  • Email
  • PDF
  • ERP
  • Spreadsheets

What stays with a person

Invoices that do not match their order still go to a person. The ones that match do not.

Illustrative example. Names and numbers are made up. The yearly figure is not a quote, a typical result, or a promised saving.

Before

  1. A supplier emails a PDF invoice
  2. Ana opens it and types 14 fields into the ERP
  3. She checks it against the purchase order
  4. She updates the payments spreadsheet
  5. She emails finance that it's ready

After Galtec

  1. The invoice arrives by email
  2. Its 14 fields are read automatically
  3. It's matched to the purchase order
  4. The ERP and the spreadsheet are updated
  5. Finance is notified

4 of 50 don't match their order. Only those go to Ana.

10 hours/week

≈ $12,000/year*

Show us this process