Focus on efficiency and compliance
Inconsistent channels of receipt: Invoices arrive by post, email, PDF, or via invoice portals – without centralized capture or control.
Unreliable OCR recognition: Even with OCR systems in place, data extraction is often incorrect or incomplete – especially with complex layouts or multilingual documents.
Missing or non-transparent approval processes: Invoices “wander” through the company via email or paper without clearly defined responsibilities or traceable approval steps.
Media disruptions and manual rework: Data must be manually transferred into ERP systems, leading to delays, errors, and duplicated work.
Lack of compliance and archiving: Audit-proof archiving in accordance with legal standards is often not ensured – especially in hybrid processes.
Lack of transparency and control: There is no central procedural documentation covering the process and implemented controls.
As part of our modular efficiency check, we provide comprehensive consulting on the digitalization and automation of your invoice processing – from structured receipt and validation of incoming invoices to error-free transfer to your ERP system and archiving.
Our focus is not only on technology but also on process quality and data integrity.
Our Efficiency Check can be booked according to your individual needs: either as a comprehensive all-in-one package or in modular building blocks.
The Efficiency Check consists of the following modules:
As-is analysis of the invoice processing workflow and the implemented internal control system. Review of controls for the correct receipt of digital invoices as well as for their proper processing and posting, including, if applicable, the mapping of invoice-inherent parameters (Tax Category IDs) to internal tax codes in the ERP system.
Together with you, we analyze the existing inbound channels and the concept for standardized and controlled invoice receipt. In doing so, we pay attention to the implementation of an adequate internal control system to prevent, for example, incorrect entries, and we take into account all legal, technical, and organizational requirements.
We advise you on implementing a compliant archiving process and selecting suitable archiving software, considering requirements for immutability, retention, and traceability of archived documents.
Our analysis includes recommendations for compliant procedural documentation. As part of a structured as-is assessment, we review existing documentation for completeness and legal compliance.
We analyze your implemented technical and organizational measures to ensure the secure IT operation of the IT systems in use. This includes the evaluation of defined authorization and role concepts, the analysis of technical protective measures, as well as the proper processing of interfaces to upstream and downstream IT systems.
Higher data quality: Avoidance of incorrect entries and duplicate invoices through structured processes and effective recognition technologies.
More efficient workflows: Significant reduction of manual tasks through automated capture, review, and approval of invoices.
Transparency & traceability: Every processing step is documented and traceable – including approval history and access logs.
Secure authorization management: Clear assignment of roles and permissions protects sensitive data and ensures compliance-compliant approval processes.
System-wide integration: Seamless connection to ERP, archiving, and upstream procurement systems – for end-to-end processes.
Faster processing times: Optimized processes enable timely handling and the use of payment incentives.
