endorsedOngoing

AI-driven Web Invoice Workflow for Accounting Services

Services Covered:

Website Development • Software Maintenance and Support • AI and Machine Learning

Industry

Business Consulting & Services

Duration

137 months

Budget

50K - 199K

Start Date

1 March 2015

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable itCraft is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

CDB (Centrum Doradztwa Biznesowego)

Warsaw, Poland

Project Summary

itCraft developed a web-based invoicing and document-workflow application for an accounting services provider, building an AI-driven invoice text interpretation module and an online invoice acceptance workflow. The solution was implemented on CentOS with a SQL database and continues to receive monthly maintenance and feature development. Users praised the app's intuitive, accessible interface and the vendor's responsive, positive collaboration.

Key Challenges

Implement an artificial intelligence workflow for accounting documents
Define rules and complete the app’s learning process to track documents accurately
Expand the system to support mobile interfaces and new processes like travel expense reporting

Project Deliverables

Web application for invoice/document workflow
AI-based invoice text interpretation module
Online invoice acceptance process
Automatic ledger recording of transactions
Ongoing monthly maintenance and additional feature development

Project Solution

itCraft delivered end-to-end development of a web-based invoice workflow system. They built the application using PHP with a PostgreSQL database and search capabilities (Apache Solr) on CentOS, implemented AI-based text interpretation of invoices to inform automated decisions, created an online invoice acceptance process for customers, and connected transactions to an automatic ledger. The vendor continues to provide monthly maintenance and incremental feature development.

Project Outcome

User interface is intuitive, accessible, and simple
The app processes accounting documents and supports customer acceptance workflows
Positive customer feedback on the quick and straightforward acceptance process

Platforms

Tech Stack

MySQL
PostgreSQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Customer feedback has commended the intuitiveness, accessibility, and simplicity of the app’s user interface. itCraft’s positive attitude made for an overall amiable atmosphere throughout development, while their expeditious approach ensured timely delivery.”
Michal Mazurek
CFO
Date: 01/23/2018