← All casesCS—002 · RESULTS DOSSIER

Financial Automation for Invoices

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

Posting service invoices at Grupo ABC was 100% manual, held together by email and Excel spreadsheets, with no automation layer at all. A single employee in IT carried the pre-entry of roughly 15,000 postings a month on his own, a process that consumed nearly 100% of his time, all year long; when he took vacation, the operation stalled. The same bottleneck repeated in card reconciliation, done by hand from acquirer portals and spreadsheets cross-checked against the ERP. The goal was clear: free up 80% of that employee's time for strategic IT work.

02 / The Solution

Pareto built an AI automation platform that removes manual pre-entry of service invoices and automates card reconciliation, delivered in 30 calendar days, from kickoff to validation in production. To meet Grupo ABC's security requirements, the system runs directly on the client's machine, with no 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
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← All casesCS—002 · RESULTS DOSSIER

Financial Automation for Invoices

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

Posting service invoices at Grupo ABC was 100% manual, held together by email and Excel spreadsheets, with no automation layer at all. A single employee in IT carried the pre-entry of roughly 15,000 postings a month on his own, a process that consumed nearly 100% of his time, all year long; when he took vacation, the operation stalled. The same bottleneck repeated in card reconciliation, done by hand from acquirer portals and spreadsheets cross-checked against the ERP. The goal was clear: free up 80% of that employee's time for strategic IT work.

02 / The Solution

Pareto built an AI automation platform that removes manual pre-entry of service invoices and automates card reconciliation, delivered in 30 calendar days, from kickoff to validation in production. To meet Grupo ABC's security requirements, the system runs directly on the client's machine, with no 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
Want a project like this one?
Request a Diagnostic →Talk to a Specialist