Automation of receipts

The client wanted to automate tasks related to customer invoice receipts in their specialized customer database.

The goal was also to accelerate the accounting process made in a separate accounting software.

These two requests were combined, and two functionalities were implemented in the same file:

  1. Automatic recognition of invoices received in the bank account and assignment of payments in the customer management database.
  2. Automatic generation of accounting entries related to the receipts and creation of a file for importing them into the accounting software used.

(Demonstration video available in French only)