Case Study: a confidential financial services client streamlines invoice processing with Onebridge and UiPath

a confidential client in financial services processes 1000 invoices a month with Onebridge

The vendor Onebridge addressed a challenge for a global leader in corporate managed services within the financial services industry. The client's Center of Excellence was burdened with a manual, time-consuming invoice processing system that led to errors, inconsistencies in journal entry postings, and a lack of a clear audit trail.

Onebridge implemented a UiPath-based intelligent automation solution that integrated the client's various systems. The solution used OCR and IDP tools to extract data from invoices and automated the entire posting workflow, including sending email confirmations. This resulted in significant operational efficiencies, uniform journal entries, and scalability to process roughly 1000 invoices per month for over 200 clients. The project delivered a strong 60% return on investment in its first year.