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Automating HR & Finance Workflows with an Intelligent OCR Agent

We helped a multi-purpose HR platform automate the processing of invoices, bills, SoWs, and onboarding documents using a powerful OCR agent.

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SERVICE

AI-driven workflow automation using OCR for HR & Finance

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Domain

Artificial Intelligence (AI)

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Industry

Human Resources & Financial Services

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Location

Confidential

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Problem Statement 

A fast-growing HR technology provider offering a multi-purpose application for recruitment, onboarding, and operations faced operational bottlenecks due to manual document processing across critical workflows.

Despite their platform’s wide capabilities, clients and internal teams struggled with:

  • Slow document handling—manual review of invoices, bills, Statements of Work (SoWs), and onboarding forms delayed HR and finance processes.
  • Unstructured document formats from vendors and employees made automation difficult
  • Heavy dependency on human review, especially during onboarding cycles or monthly billing periods.
  • Inconsistent data entry from scanned or PDF documents created downstream issues in payroll, compliance, and reporting.

These inefficiencies impacted customer experience, delayed onboarding, and stretched support teams thin—especially during scale-ups or audit cycles.

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Our Solution

We implemented an AI-powered OCR Agent integrated directly into the HR application—designed to extract, validate, and process data from diverse document formats with high accuracy.

Intelligent Document Ingestion
  • The OCR agent can instantly scan and extract key information from invoices, bills, SoWs, offer letters, ID proofs, and onboarding forms—even if they're unstructured or image-based PDFs.
Context-Aware Field Mapping
  • Using AI and pattern recognition, the agent identifies and maps fields like vendor name, PO numbers, joining dates, compensation, and document types—without manual templates.
Automated Workflows
  • Once data is extracted, it is automatically routed to the appropriate module (e.g., Finance for invoice approval, HR for onboarding) or escalated for review if validation flags are raised.
Compliance-Ready Accuracy
  • With role-based access and audit-ready logs, the OCR agent maintains data integrity, security, and traceability across every action.
Centralized Dashboard
  • Admins can monitor document inflow, extraction success rates, flagged anomalies, and cycle time reductions via a unified analytics panel.

Results Delivered

  • 80% reduction in document processing time across invoices, SoWs, and onboarding paperwork.
  • 98% accuracy in data extraction, even from image-heavy and non-standard formats.
  • Seamless integration into existing workflows, eliminating the need for duplicate data entry or document reformatting.
  • 60% decrease in onboarding cycle times, improving employee experience and operational efficiency.
  • Improved compliance and audit readiness due to consistent, traceable document management.
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Conclusion: What We Achieved

We empowered the HR tech provider to automate complex, document-heavy processes with a single OCR agent—built to scale across HR and Finance functions.

 

Faster operations, fewer errors, and significantly reduced manual effort—delivered through a powerful AI agent that reads and understands documents like a trained team member.

 

By combining intelligent OCR with contextual understanding and workflow automation, the client now delivers smarter, faster, and error-free employee and vendor experiences—at scale.

Our 16 years of achievements includes:

  • 10M+

    lines of codes

  • 2400+

    projects completed

  • 900+

    satisfied clients

  • 16+

    countries served

Consult with us Now