A digital transformation company that specializes in automating business operations using Microsoft Power Platform and modern cloud technologies. The company identified inefficiencies in its own invoicing and finance processes—particularly in approval delays, tracking complexity, and frequent billing errors. This drove the creation of a smarter, Copilot-enabled invoicing solution. 

The Challenges

Before implementation, the organization faced several recurring issues: 

• Manual Billing Errors: Inconsistent entries and human oversight slowed down invoice generation. 

• Approval Delays: Invoices often sat idle due to undefined or manual approval workflows. 

• Tracking Invisibility: Finance and project teams lacked real-time visibility into the status of pending, approved, or overdue invoices. 

• Disconnected Tools: Users had to jump across email, Excel, and other tools to manage billing cycles. 

• No Agent-based Support: Users had no intelligent assistant to guide, auto-fill, or remind them of critical billing tasks.