Invoice processing · Production

Zenphi automates invoice processing for H&H Purchasing, delivering 600% efficiency increase and $85,000 in staffing savings

The problem

H&H Purchasing's entirely manual invoice processing was not scalable as the business grew — managing thousands of invoices during peak periods required up to 9 additional staff and months of work, creating overtime pressures and significant costs.

First attempt

To handle the verification volume, H&H Purchasing was previously forced to outsource invoice verification overseas.

Workflow diagram · grounded in source
1
Invoice PDF received
trigger
“renaming PDFs on arrival”
2
Extract key invoice data
ai_action
“accurately extracting key information”
3
Export to CSV
output
“exporting to CSV files”
4
Route through verification workflow
routing
“routing this information through their verification workflow”
5
Exceptions routed to Trello
human_review
“Exceptions are automatically exported to Trello, ensuring humans are brought into the loop only when necessary”
6
Files saved in Dropbox
output
“saving the files in Dropbox”
Reported outcome

Zenphi increased invoice processing capacity by 600%, eliminated overtime and temporary staffing needs, and saved more than $85,000 in staffing costs during the 3-month peak period alone, with accuracy and efficiency described as better than ever before.

Reported metrics
Invoice processing capacity6-fold increase
Cost reduction90%
Invoice processing efficiency increase600%
Staffing cost savings during peak period$85,000
Show all 8 reported metrics
invoice processing capacity6-fold increase
cost reduction90%
invoice processing efficiency increase600%
staffing cost savings during peak period$85,000
temporary staff and overtimeno temporary staff or overtime requirements
invoice processing turnaroundhandling every invoice the same day it is received
additional staff required at peak (before)up to 9
peak invoice processing duration (before)months
Reported stack
zenphiDropboxTrello
Source
https://zenphi.com/case-study-invoice-processing-automation/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Zenphi increased invoice processing capacity by 600%, eliminated overtime and temporary staffing needs, and saved more than $85,000 in staffing costs during the 3-month peak period alone, with accuracy and efficiency…

What tools did this team use?

zenphi, Dropbox, Trello.

What results were reported?

Invoice processing capacity: 6-fold increase; Cost reduction: 90%; Invoice processing efficiency increase: 600%; Staffing cost savings during peak period: $85,000 (source-reported, not independently verified).

What failed first in this deployment?

To handle the verification volume, H&H Purchasing was previously forced to outsource invoice verification overseas.

How is this invoice processing AI workflow structured?

Invoice PDF received → Extract key invoice data → Export to CSV → Route through verification workflow → Exceptions routed to Trello → Files saved in Dropbox.