Case Study

RPA using Microsoft Power Automate Helps a Logistics Solution Company Automate the Invoice Billing Process and Improve Accuracy and Productivity

RPA using Microsoft Power Automate Helps a Logistics Solution Company Automate the Invoice Billing Process and Improve Accuracy and Productivity

Pages 5 Pages

An automated logistics solutions company processed Verizon invoices with multiple manual steps, including logging into the Verizon site, downloading PDFs per account, converting them to CSV, and copying data into master files, which caused frequent errors and misleading Power BI trends. Synoptek used Microsoft Power Automate (attended RPA with WinAutomation) to automate the full workflow: download invoices, convert formats, run macros, add account/date fields, consolidate data, refresh Power BI, email outputs to SAP and accounting teams, and archive files. The result reduced human intervention, saved staff time, improved accuracy, and increased productivity.

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