Case Study: Entelgy achieves 35% faster customer invoicing and 98% accuracy with Appian RPA

Entelgy - Customer Case Study

Entelgy, a BusinessTech consultancy of more than 1,800 professionals across eight countries, needed to streamline a growing, high‑volume customer invoicing process that became more complex during the COVID‑19 pandemic. The manual workflow required high precision (currency, activity, VAT) and was lengthening collection periods and increasing costs, so Entelgy sought an automated, scalable solution to protect cash flow and reduce errors.

Using Appian RPA’s low‑code platform, Entelgy automated invoice intake and processing—reading mailbox attachments, applying OCR to PDFs, saving tracking data to Excel, recording entries in customer systems, and flagging unprocessed invoices—with reusable libraries for faster future builds. Deployed in two weeks, the solution cut average collection time by 20 days, reduced overall process time by 35%, achieved 98% accuracy per cycle, and improved employee satisfaction by removing tedious tasks.

Entelgy

Miguel Ángel Barrio

Head of Entelgy Digital