Project Industries: Logistics
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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Accelerating Transportation Decisions with Modern Technology
Challenges:
The company wanted to plan and utilize their fleet and resources better through data-driven, intelligent decisions. They also wanted to simplify their billing process, enabling a friction-free workflow.
Industry
Logistics
Solutions:
- Intuitive Dashboards with Predictive Analytics
- Modernized Billing Engine
- Customer Portal for Real-time Tracking
Results:
Improved visibility into fleet performance and demand trends. Better strategic planning with predictive analytics. 90-95% reduced dependency on spreadsheets for invoice creation. Faster and more accurate billing process. Enhanced customer satisfaction and trust.
Location:
New Zealand
About the Client
The client is a leading transport company in the South Islands, New Zealand. They offer a wide range of logistics services across key sectors, including dairy, forestry, viticulture, and water delivery, helping businesses manage critical transportation needs efficiently and reliably.
Although the company caters to a wide range of industries, they are especially recognized for their presence in the dairy sector. As a major logistics provider in the southern hemisphere, ensuring timely deliveries across multiple locations is critical to their operations. However, managing a large fleet during sudden demand spikes and peak seasons often became challenging. A lack of visibility into real-time fleet operations limited the effective utilization of trucks and drivers. Disconnected data systems, a limited view of year-over-year growth comparisons, and outdated billing systems restricted the company’s potential to scale confidently.
Case Overview
Fingent collaborated closely with the client’s in-house tech team to understand their data patterns, identify key decision-making KPIs, assess existing applications, and map the overall workflow structure.
Comprehending the challenges and the client objectives, Fingent proposed to build intuitive dashboards with predictive analytics to track key KPIs around daily, weekly, and monthly truck utilization, kilometers run, and locations traveled. Predictive analytics help determine the season's demand and truck requirements by comparing the previous two years' data. To streamline their billing process, a modernized billing engine with integration to their dispatching system was developed. The solutions enable faster processes and improved efficiency. In addition, a customer portal was initiated to enable real-time tracking for improved transparency.
CHALLENGES
Roadblocks Faced in the Existing System
Limited Fleet Planning Efficiency
Disconnected Data Systems
Limited Visibility into Year-over-Year Growth
Inability to Predict Demand Fluctuations
Outdated Billing System
SOLUTION
Fingent’s Approach - Enabling Intelligent Decisions with Modernized Technology
Utilizing Microsoft Power BI, Fingent helped the client build ‘Intuitive Milk Productivity Dashboards’ with multi-layered information architecture. It offers quick insights on critical KPIs that support strategic decision-making for top management. Its predictive analytics determine the total growth and profitability of the business. Users can compare current data with the previous two seasons’ data to gain visibility of performance improvements and gaps.
The ‘Billing Engine’ developed serves as a bridge between their internal dispatching system and the third-party invoicing platform. It simplifies invoice creation with integrated data flow, rate assembler, easy reconciliation and line-of-business based customization. In addition, a customer portal was built to enable customers to easily track the trucks in transit.
Intuitive dashboards to provide a quick view of key KPIs
Seamless defining of complex rate formulas for billing, reducing heavy dependency on spreadsheets.
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 solutions provided the client with greater efficiency, speed, visibility, and operational clarity. Where the ‘Intuitive Milk Productivity Dashboards’ provide clear insights into fleet utilization and business performance, the ‘Billing Engine’ simplifies invoicing by replacing manual and Excel-dependent workflows. Predictive analytics and season-based comparisons enable management to plan the fleet and prepare for demand fluctuations better. Faster strategic decisions and optimized workflows empower the client to improve service quality by reducing delays and operational chaos.
Improved visibility into fleet performance and demand trends
Scalable and centralized business processes
90-95% reduces dependency on Excel Sheets
Real-time customer visibility and tracking for boosted trust
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
Industry
Logistics
Region
United States
Technologies
Android, iOS
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.
How we helped our client
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.”
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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.
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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
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