Accounts payable · Production

Augeo automates accounts payable for non-profit client with Nanonets on Salesforce, reducing daily processing time from 4 hours to under 30 minutes

The problem

Augeo's non-profit client processed 3,000 vendor invoices monthly, but Accounting Seed on Salesforce provided no invoice scanning solution and Augeo had no OCR tool, forcing their team to manually process or batch-upload all invoices.

Workflow diagram · grounded in source
1
Monthly vendor invoices received
trigger
“a non-profit organization, processes 3,000 vendor invoices each month”
2
AI platform extracts invoice data
ai_action
“Nanonets provided a AI-driven data processing platform for augeō to automate their client's accounts payable processes”
3
Training and extraction validation
validation
“Nanonets trained the platform with several invoices and manually validated that the correct information was extracted from each invoice”
4
AI revised for special use cases
feedback_loop
“They shared their concerns, and the team revised the AI to account for Augeō's special use cases”
5
Extracted data uploaded to Salesforce
integration
“Once the correct elements are extracted from the invoice, the data is uploaded directly into the Accounting Seed program”
6
Additional AP workflows in Accounting Seed
output
“augeō performs additional data processing and workflows through the Accounting Seed platform”
Reported outcome

Invoice processing time dropped from 4 hours per day to less than 30 minutes, described by Augeo as a huge savings in time.

Reported metrics
Daily invoice processing time4 hours per day to less than 30 mins
Time savings characterizationhuge savings in time
Monthly invoices processed3,000
Reported stack
NanonetsSalesforceAccounting Seed
Source
https://nanonets.com/customer-success-story/augeo-leverages-nanonets-for-accounts-payable-automation-on-salesforce
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Invoice processing time dropped from 4 hours per day to less than 30 minutes, described by Augeo as a huge savings in time.

What tools did this team use?

Nanonets, Salesforce, Accounting Seed.

What results were reported?

Daily invoice processing time: 4 hours per day to less than 30 mins; Time savings characterization: huge savings in time; Monthly invoices processed: 3,000 (source-reported, not independently verified).

How is this accounts payable AI workflow structured?

Monthly vendor invoices received → AI platform extracts invoice data → Training and extraction validation → AI revised for special use cases → Extracted data uploaded to Salesforce → Additional AP workflows in Accounting Seed.

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