Power Automate AI Builder & Document Extraction

Prebuilt & Custom Document Models

Extract vendor names, GST numbers, invoice numbers, line items, and totals from messy scanned PDFs, emailed receipts, and photos of paper dockets.

Teams Adaptive Card Approvals

When an invoice exceeds a project budget or threshold, an interactive approval card with line items is pushed directly to the project manager’s Teams app for one-click approval.

Xero & Local ERP Integration

Sync extracted and approved invoices directly into Xero bills or your local ERP system with GL account codes and project job tracking tags attached.

Human-in-the-Loop Validation

Set confidence thresholds: high-confidence dockets flow through automatically, while low-confidence scans are flagged for quick human verification in a web portal.

Trades & Field Services

30-staff commercial electrical & data cabling firm (Tauranga)

Bottleneck: Electricians dumped hundreds of paper merchant dockets into a box in the depot every Friday; office admin spent 20 hours a week typing them into Xero.

Workflow: Built an AI Builder mobile workflow. Techs snap photos of dockets on their phone; AI Builder extracts vendor, job code, and costs, creating staged bills in Xero.

Outcome: Eliminated 16 hours of weekly admin data entry; job costs are reconciled daily instead of monthly.

Professional Services

22-staff chartered accounting & payroll bureau (Auckland)

Bottleneck: Processing monthly client supplier invoices and receipt batches manually consumed 40+ hours during month-end crunch.

Workflow: Configured a Power Automate inbox ingestion pipeline that parses PDF attachments, verifies GST compliance, and pushes clean data into client Xero ledgers.

Outcome: Month-end billing cycle accelerated by 4 business days; manual typing errors dropped to zero.

Wholesale & Logistics

85-staff agricultural machinery & parts distributor (Hamilton)

Bottleneck: International supplier packing slips with hundreds of part numbers had to be manually cross-checked against open purchase orders in the ERP.

Workflow: Deployed an AI Builder table extraction model that reconciles international supplier line items against ERP purchase orders, flagging discrepancies automatically.

Outcome: Warehouse receiving turnaround improved from 48 hours to 4 hours per container delivery.