← Todos os casesCS—002 · DOSSIÊ DE RESULTADO

Financial Automation for Invoices

Case No.
CS—002
Sector
Finance & Banking
Scope
Automation · RPA
Stack
Extraction AI · CNPJ Validation · RPA/ERP
+95%
accuracy in invoice automation
~15k/month
processed invoices
01 / The Challenge

The posting of service invoices at Grupo ABC was 100% manual, supported by email and Excel spreadsheets, without any automation layer. A single IT department employee single-handedly supported the pre-registration of ~15,000 postings per month — a process that consumed virtually 100% of his time, all year round; when he went on vacation, the operation came to a halt. The bottleneck was repeated in card reconciliation, done manually from acquirer portals and spreadsheets cross-referenced with the ERP. The goal was clear: free up 80% of the employee's time for strategic IT demands.

02 / The Solution

Pareto has developed an AI-powered automation platform that eliminates the manual pre-registration of service invoices and automates card reconciliation — delivered in 30 calendar days, from kickoff to production validation. Due to the ABC Group's security requirements, the system runs directly on the client's machine, without any data transfer over the internet.

S.1
Intelligent Data Extraction
AI reads the invoice PDFs and automatically extracts all data, regardless of each document's layout.
S.2
Confidence Verification
A 90% threshold defines the minimum confidence: documents above the limit proceed automatically; below it, they go to a human review queue.
S.3
Normalization and Validation
Standardization of CNPJ/CPF, validation against the database registry, and 4-layer duplicate verification.
S.4
Audit and Approval
Real approval queue — approve, reject, return, or delete — with complete traceability of who submitted and who approved.
S.5
Delivery to ERP
Data is ready for RPA or another process to extract and submit.
S.6
Automated Financial Reconciliation
The platform checks sales, receipts, and acquirer data, organizes pending items, and routes exceptions for analysis.
03 / Impact
>95%
extraction accuracy validated in a comparative test
90%
minimum confidence threshold for automatic release
1.8M+
card reconciliation records in the 1st phase
~15k/month
processed invoice volume