OCR Invoice Automation and Calculation

Challenges:

Manual ticket verification increased invoicing time. Detention tickets accounted for 20% of total daily orders.

Industry

Logistics

Solutions:

OCR Invoice Automation - AI-powered Ticket Time Extraction System

Results:

Increased autoinvoicing from 40% to 70% reduced manual interventions and processing delays, accelerating invoice completion and payment timelines.

Location:

US

About the Client

The client is a mid-sized transportation logistics company with an annual revenue of $20 million and an average of 10,000 orders per month. Operating across the mainland USA, the company partners with major oil refineries and other logistics providers to deliver comprehensive services to customers nationwide.

The company operated in a fast-paced logistics environment but continued to rely on physical paper tickets as proof of delivery and supporting documentation for invoicing. These tickets included handwritten timings, which were essential for calculating detention time at pickup and drop-off locations. Detention tickets accounted for 20% of total daily orders. The accounting team was required to manually verify these handwritten timings and apply the rate sheet to charge customers accordingly. This manual process created significant operational challenges. It required substantial labor. Extended billing cycles and delayed payments limited the team’s ability to process invoices efficiently.

Case Overview

The manual verification process consumed over 600 hours annually and delayed the issuance of detention invoices, impacting cash flow. During peak seasons, the growing volume of detention tickets further increased verification time. This extended invoicing cycles and added to manual labor requirements.

The company recognized that their customers would prefer to continue using physical tickets. Fingent thus proposed OCR Invoice Automation with AI-powered Ticket Time Extraction System that used Azure’s custom Document Intelligence model for handwriting recognition. This solution enabled the company to automate timing capture without changing processes for drivers or customers. The implementation reduced human errors, accelerated invoicing, and improved operational efficiency. Initial concerns about handwriting recognition accuracy were addressed by retraining the model with over 100 tickets, achieving an accuracy rate exceeding 95% for each ticket.

CHALLENGES

Roadblocks Faced In The Existing Systems

Excessive manual labor and cost.

Slow process. Extended billing cycles.

Frequent errors and inefficiencies.

Delayed invoicing and payments.

Delayed tickets accounted for 20% of total daily orders.

SOLUTION

Fingent’s Approach - A Custom AI-Powered Ticketing System

The AI-powered Ticket Time Extraction System for OCR Invoice Automation was developed using Microsoft Azure Document Intelligence. The solution automates the entire process—from document upload to data validation—ensuring accurate, consistent, and real-time extraction of key ticket details. Uploaded ticket images and documents are first classified through a Custom Document Classification Model, confirming standard formats before extraction.

Once validated, the system employs a Custom Data Extraction Model that leverages OCR and layout-based recognition to identify ticket timings, dates, and other essential fields from both structured and semi-structured documents. The extracted data is automatically transmitted back to the customer’s portal through secure API integration, where it is verified and matched against order details for accuracy and consistency.

Automated document classification and extraction using Azure Document Intelligence.

Intelligent calculation module ensures precision by automatically matching extracted timings with order details.

End-to-end integration with the customer portal for real-time validation and data synchronization.

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IMPLEMENTATION JOURNEY

Ensuring a Successful and Smooth AI Transition

The OCR Invoice Automation was implemented through four phases. It began with a detailed feasibility and design phase, where the existing automation process was analyzed to identify inefficiencies within the 59% automation baseline. Multiple OCR and vision models—including Azure Document Intelligence and Google OCR—were evaluated for accuracy and reliability. Based on this assessment, AI-driven calculation workflows were designed and aligned with order validation rules.

During the development and integration phase, the team built a robust document upload pipeline using Azure APIs and developed a document identification model for standardized invoice recognition. OCR, validation logic, and calculation modules were integrated with the client’s existing systems, followed by the implementation of exception handling workflows and an intuitive user interface for accounting staff review. Subsequent pilot and rollout phases focused on model fine-tuning, feedback-driven optimization, and full-scale deployment across all invoice types.

Launched a pilot with a subset of invoices in the preproduction environment.

Fine-tuned extraction models for handwritten and scanned tickets.

Optimized calculation logic for detention time validation.

Expanded automation across all invoice types. Incorporated user feedback loops for correction and learning.

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BENEFITS

Making An Impact On Client Success

The OCR Invoice Automation with an AI-powered ticket time extraction system delivered measurable improvements across efficiency, accuracy, and operational performance. By automating core processes and reducing manual dependency, the system enhanced data reliability. In addition, it accelerated invoicing and empowered teams with actionable insights for continuous optimization.

Automation Efficiency: Increased autoinvoicing from 40% to 70%, reducing manual interventions.

Accuracy Gains: Significant reduction in errors through advanced OCR and calculation validation

Faster Invoicing Cycles: Reduced processing delays, accelerating invoice completion and payment timelines.

Data-Driven Insights: Reports provided visibility into error patterns, enabling continuous process improvement.

Faster invoicing

Enhanced accuracy

Intelligent decisions

Reduced operational costs

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      Empowering Data-Driven Decisions with Intuitive Dashboards

      Challenges:

      Intuitive Dashboards for Data-Driven Decisions

      Industry

      Logistics

      Solutions:

      Using Tableau and Grafana to create an intuitive dashboard for a quick overview of useful metrics

      Results:

      Quick identification of operational gaps. Faster anticipation of market changes and development of strategic solutions to ensure an agile and future-proof business.

      Location:

      New Zealand

      About the Client

      Dynes Transport is a leading transport company based in South Island, New Zealand. The company specializes in providing efficient and reliable logistics solutions. With a strong presence in the dairy, forestry, and broader transport sectors, the client delivers end-to-end supply chain services tailored to industry-specific needs.

      Although Dynes strives to offer enhanced logistics services, demand fluctuations often challenge them. They realized that proper planning and utilization of trucks could help them provide better services.

      Case Overview

      The need of the hour was to make quick decisions using insightful data. The client already utilized multiple applications to source insightful information about truck maintenance, driver availability, customer demand changes, and more.

      However, they lacked a consolidated view and a better representation of all the raw data that could support quick decisions. Fingent proposed creating Intuitive Dashboards for the client that could provide them with insightful data at a glance.

      CHALLENGES

      Roadblocks Faced in the Existing System

      Use of multiple applications delivered disparate data

      Lack of unified view of consolidated data

      Limited access to real-time data

      Inability to make quick and intelligent decisions

      Lack of proper planning and truck utilization

      SOLUTION

      Fingent’s Approach - Intuitive Dashboards for Data-Driven Decisions

      Fingent collaborated with the client’s in-house tech team to understand their data patterns, KPIs needed for intelligent decisions, applications in use, and workflow structure. Comprehending all these factors, Fingent proposed creating Intuitive Dashboards for the client that could provide them with insightful data at a glance.

      Intuitive dashboards to provide a quick view of key KPIs

      Implementing Power BI can help crunch large volumes of data

      A data warehouse using Microsoft’s Azure Synapse to structure raw data

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      SOLUTION BENEFITS

      Making an Impact on Client Success

      The intuitive dashboards developed for the client serve as a centralized hub for collecting, consolidating, and analyzing critical business data from various applications. The solution provides visually insightful graphs and performance metrics by integrating data across multiple operational facets.

      Quick view of key KPIs for intelligent and quick decision-making

      Securely stored structured and consolidated data

      Proper planning and enhanced operational efficiency

      A secure, scalable, and future-ready solution

      Easy data management

      Consolidated view of
      operations

      Enhanced decision-making

      Cost optimization

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            Payment Processing Made Easy with UPS

            How Fingent empowered Universal Processing System with custom solutions to enhance their productivity and efficiency

            Universal Processing System

            addressCreated with Sketch.

            Industry

            Logistics

            flagCreated with Sketch.

            Region

            United States

            laptopCreated with Sketch.

            Technologies

            Android, iOS

            software solutions
            erp

            About the Customer

            UPS – Universal Processing system is an ERP system for Credit Card Processing. Using an OPEN-ERP Technology with a centralized server, UPS enables all the necessary features of an ERP.

            Fingent’s Solution

            Fingent aimed to enable better reach for UPS through a mobile application. Fingent also helped UPS improve existing capabilities by developing the Application Form of the ERP system. The goal was not to create yet another payment system but a complete productivity system for businesses.

            mobile application

            How we helped our client

            erp mobile application software

            Send E-mail with PDF attachment

            Create PDF on the Server

            Capture Signature

            Capture Image

            Save data locally

            Sync data with the server

            Offline usage

            “The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”

            Let’s work together to solve your business
            challenge

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              liji raj

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                Enterprise Mobility App Boosts Driver Engagement and Efficiency

                Challenges:

                Drivers were restricted to desktops, unable to update real-time information, faced administrative lags, and struggled with timely information dissemination.

                Industry

                Logistics

                Solutions:

                A mobile app replicating the driver web portal for real-time updates, efficient communication, and instant notifications on Android and iPhone.

                Results:

                Improved communication with 10,000+ drivers and saw a 60% increase in employee satisfaction shortly after adoption.

                Locations:

                US

                About the Client

                SCI LLC, headquartered in Queensbury, NY, is a leading third-party administrator specializing in transportation and logistics services across the United States. With over 11,000 contract drivers supporting 400+ clients nationwide, SCI provides a web portal enabling seamless registration and management of drivers and client information.

                Partnering with top providers, SCI offers comprehensive solutions, including background checks, vehicle rentals, and discount programs.

                Case Overview

                SCI LLC serves as the premier third-party contract administrator for general contractors of independent owner-operators in the courier and light trucking industries. Facing challenges with desktop-centric operations hindering communication and real-time updates for drivers, SCI sought an enterprise mobility solution.

                They partnered with Fingent to build a mobile application that replicated the drivers' web portal and restructured their operational processes.

                CHALLENGES

                Roadblocks Faced in the Existing System

                Limited Access

                Drivers were restricted to using desktops, causing inconvenience and inefficiency.

                Communication Delays

                Interaction with drivers depended on their availability to access the web portal on a computer, leading to significant delays.

                Administrative Lag

                Waiting for computer access to update personal and vehicle information caused administrative headaches and lags.

                Unable to Update Real-Time Information

                Drivers couldn't promptly update real-time information, such as insurance details.

                SOLUTION

                Fingent's Role in Improving SCI LLC's Operations

                Mobile Accessibility: A mobile app for Android and iPhone to enable drivers to update personal and vehicle information in real time.

                Document Management: Use the mobile camera to upload essential documents such as licenses, permits, insurance certificates, etc.

                Vehicle Management: Activate/deactivate vehicles, track active vehicles, and receive updates on vehicle status and earnings.

                SCI LLC-benefits

                Want to explore our client's full story?

                SCI LLC-solution

                BENEFITS

                Making an Impact on Client Success

                Fingent helped transform SCI LLC's operations with an enterprise mobility app that yielded significant benefits across their operations and workforce, enhancing communication, boosting employee satisfaction, streamlining processes, and improving overall efficiency.

                A significant boost in employee contentment shortly after mobile app adoption.

                Simplified and streamlined driver registration process, increasing driver registrations

                Improved driver retention rate and attracted more drivers through referrals

                Freed up a lot of SCI staff, thereby improving accuracy and providing greater flexibility for customers

                60% Boost in Employee Satisfaction

                20% Increase in Driver Registrations

                Freed up Staff Time

                Improved Interaction with 10,000+ Drivers

                Have a similar challenge or an idea to discuss?

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