Plooto (OCR)
Vivek Clinton
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Posted Nov 30, 2024
We streamlined workflows with AI and AP/AR tools, boosting efficiency, ensuring seamless integration, accurate data, user satisfaction, and improved performance
We’re building the financial engine to power companies today—and tomorrow.
Client Requirements
Designing a user-friendly interface for uploading and managing invoices.
Creating a seamless experience for viewing and reconciling extracted data.
Integrating the tool's design with the existing AP/AR application and accounting software.
Ensuring accessibility and compliance with relevant design standards and regulations.
Our Process
Analyzing the existing accounts payable/receivable (AP/AR) workflows and pain points in invoice processing.
Understanding the different accounting software systems and their integration requirements.
Defining the key features and functionalities of the tool, such as invoice upload, OCR data extraction, and accounting software synchronization.
Creating user flows and wireframes for the invoice processing and data management components.
Designing the user interface, ensuring seamless integration with the existing AP/AR application and accounting software.
Outcome
Accurate and efficient extraction of data from invoices with varying formats and layouts.
Seamless integration with popular accounting software systems, ensuring data consistency.
Positive feedback from users on the time and effort saved in invoice processing.
Improved efficiency in accounts payable/receivable processes.
