Business Intelligence and Invoice Automation at Scale
Improved financial visibility and accelerated invoice processing by implementing Oracle Cloud reporting and an intelligent invoice ingestion workflow across 120+ offices.
Opportunity
A national real estate services organization had grown through acquisition and consolidated more than 120 regional offices into a single operating entity. With teams distributed across the U.S., finance operations and invoice processing were inconsistent, slow, and difficult to manage centrally.
They needed to standardize finance workflows in Oracle Cloud and give corporate leadership clear visibility into performance across regions and offices, including how invoices were routed, approved, and paid.
- Consolidate finance operations across a distributed, multi-office organization
- Standardize invoice intake, routing, and processing
- Improve visibility into regional and office-level performance
- Reduce cycle time and operational friction in accounts payable
- Enable stronger governance and more consistent decision-making
Solution
Ascendex supported the organization’s Oracle Cloud finance rollout and built the reporting and process layer needed to make it usable at scale.
To address invoice friction across offices, Ascendex helped implement an intelligent document recognition workflow that standardized how invoices were received, digitized, and ingested into Oracle.
- Implemented a standardized invoice ingestion process using intelligent document recognition (IDR)
- Centralized invoice intake through consistent mailboxes and routing workflows
- Automated extraction of invoice fields and creation of records for processing
- Built dashboards and reporting to track processing performance, bottlenecks, and outcomes
- Improved testability and data protection by obfuscating sensitive data in lower environments while preserving validation integrity
Results
The organization reduced invoice processing time dramatically and gained the operational visibility needed to manage finance centrally across a large, distributed footprint.
- Reduced average invoice processing time from ~12 days to ~1.5 days
- Improved throughput and reliability across ~20,000 invoices per month
- Increased visibility into where invoices should be paid (centralized vs. local) and improved routing decisions
- Enabled stronger vendor negotiation leverage by identifying fragmented spend patterns across offices and regions
- Improved security and testing workflows through production-like validation using obfuscated lower-environment data
What’s Next
This story is one example of the kind of work Ascendex supports in complex environments. We support organizations navigating complex ERP, BI, CRM, and technology leadership initiatives where systems, data, and teams have to perform under real operational pressure.
Want more examples? View our case studies hub.
Whether you need a focused project, executive oversight, or help aligning the next stage of your roadmap, we bring structure to execution and stay close to the work as priorities evolve. Explore our services or reach out to talk through your situation.