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Streamlining Utility Bills/Invoice Processing: Process Automation

Technical blog

Introduction:

Processing utility bills manually can be a time-consuming and error-prone task, by automating these tasks, businesses can not only save time and resources but also minimize the risk of human error.

Our client, a global real estate solution company was grappling with the challenges associated with manual utility bill processing due to the varied formats and patterns of gas, electricity, and water bills. They were looking for a solution to automate the workflow, from email monitoring to data extraction and output generation.

In this technical blog, we’ll delve into a real-world case study where we automated the entire utility bill processing workflow, leveraging a combination of cutting-edge technologies and integrations.

Solution Overview:

Our solution involves various components and technologies to create a seamless automation workflow. We will explore each step in detail:

Email Monitoring: We leveraged Power Automate to monitor designated email inboxes for new utility bill arrivals. This ensured that bills were promptly detected and processed without manual intervention.

Classifier Component: A classifier component was developed to categorize utility bills into categories such as Gas, Electric, and Water. This component moved the bills to respective processing folders stored in Azure Blob Storage, ensuring efficient organization.

Attachment Handling: We developed a Python component to efficiently split attachments, especially consolidated PDFs, into individual bills. This step was crucial for seamless downstream processing and ensured that each bill could be processed independently.

Azure Document Intelligence: We utilized Azure’s Document Intelligence service to analyze and extract required data elements from the invoice PDFs. While this service provided valuable insights, additional post-processing was required to extract missing values and perform cleansing and normalization activities.

Python-based Post-Processing Component: To address the limitations of Azure Document Intelligence, we developed a custom post-processing component. This component was responsible for extracting missing values, performing data cleansing and normalization, and preparing the data for further processing.

Output Preparation: We developed a Python-based component to map the extracted, calculated, and normalized values into the final output schema. This component generated CSV outputs in the desired format, ready for use by downstream systems.

Automated Validation Alert Mechanism: Finally, we developed a Python-based validation component to validate the outcome of each step and have enabled automated email alerts on validation failures or any other errors/exceptions.

Workflow Implementation:

We used Microsoft Power Automate to orchestrate the entire workflow, ensuring smooth transitions between each step and guaranteeing consistent and accurate processing of utility bills.

  1. Enabled email monitoring for new emails using the “When a new email arrives” action in Power Automate.
  2. Validated email attachments and saved emails in Azure storage.
  3. Classified bill types and split PDFs using custom-built Azure functions in Python.
  4. Invoked document analysis and applied post-processing steps for data extraction and validation. 
  5. Used Power Automate’s “HTTP” action to invoke all Azure functions sequentially and stored the final output in Azure blob storage. 
  6. Triggered email alerts for output delivery and failure notifications.

Conclusion:

Automating the utility bill processing workflow enabled our client to achieve significant efficiency gains and cost savings. The solution we developed produced up to 90% accuracy in extracting bills. The seamless integration of various components and technologies, coupled with the power of automation, transformed a cumbersome manual process into a streamlined and error-free operation.

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