Accounting firm 30 employees Administration / Finance

Automated billing x 3000 clients/month

La sfida

An Italian accounting firm issues 3000+ invoices per month for 200 clients. The process was manual, error-prone, and consumed 40 hours/month of junior staff time.

La soluzione

Approach: closed accounting software integrated via browser automation, human-in-the-loop validation workflow on anomalies, scheduled bulk certified-email dispatch. Key decisions: manual validation only on deviations from client baseline, full audit log for reconciliation.

Risultati

  • ⏱️-40h/month
  • ⚠️-98% errors
  • 💰ROI in 4 months
  • 📈+50% capacity, no new hires

Stack tecnico

  • Browser automation
  • Self-hosted workflow platform
  • OCR
  • Certified email API

Hai una sfida simile?

Book call →

Context and constraints

The vertical accounting software in use exposes no public API. Each invoice required manual opening, field-by-field entry, PDF export, and individual certified-email dispatch.

Engineering approach

Initial audit identified the 5 repetitive steps consuming 90% of the time. For each: browser automation, underlying database access (license-prohibited), or manual handoff were evaluated. Final hybrid choice: browser automation for standard cases, fallback to user notification for anomalies.

Validation and maintenance

Pre go-live: 30-day dual-run comparing manual and automated output. Post go-live: automated exception monitoring, smart retry, Telegram alert on first sign of DOM drift (the well-known fragility of browser automation).