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Finance Operations

Invoice Processing & Reconciliation

A template for capturing AI-assisted invoice extraction, exception handling, and reconciliation workflows.

Overview

A leading company manages 3,000+ properties, with teams previously relying on emails and spreadsheets. This led to fragmented data, manual effort, and slow decision-making.

Challenge

  • No single source of truth across teams
  • Manual invoice processing and reconciliation
  • Data scattered across emails, SAP, and MIS reports
  • Limited visibility into vacancies and costs

AI Library's Solution

AI Library introduced an AI-driven operations layer that unified data and automated workflows:

  • Centralized Property Master: AI consolidated data from emails, SAP, and MIS into a single, structured system
  • Email-Reading AI Agents: Automatically extracted and updated property status, maintenance, and financial data from emails
  • AI Invoice Processing: Read, structured, and mapped invoices to properties, enabling accurate OpEx tracking
  • Automated Reconciliation: Cross-checked financial and sales data across systems and flagged discrepancies
  • Real-Time Visibility: Live dashboards replaced end-of-month reporting

Impact

  • Efficiency: Invoice processing reduced by X hours/month with ~99% accuracy
  • Speed: Reporting moved from monthly cycles to real-time visibility
  • Revenue: Better tracking of vacant properties generated ₹X in additional revenue
  • Control: Improved data accuracy and proactive issue detection

Outcome

The team moved from manual, fragmented and spreadsheet-heavy workflows to an AI-managed system of record—unlocking faster decisions, better financial control, and improved asset performance.