Smarter Invoice Automation for Insurance Services From manual bottlenecks to seamless billing operations
Industry: Insurance operations, claims processing, administrative services
Focus: Invoice processing automation, financial operations efficiency, data validation workflows
Technologies: Azure Cloud Services, Azure SQL, Angular, .Net, automated data integration and validation, bulk file processing and generation, heuristic error handling and reporting, UI-based workflows
Duration: Delivered initial MVP in 6 weeks, ongoing improvements since
The Challenge
Manual invoice handling, long approval times, and error-prone processes
A growing organization relied on a patchwork of third-party data, spreadsheets, and macros to process hundreds of invoices each month. This led to:
- Limited scalability — new volume required additional hires
- Extended cash collection cycles due to slow invoice turnaround
- Frequent manual errors causing downstream issues and dissatisfaction
- No audit trail or access management for compliance and tracking
- Heavy internal effort required to calculate invoice amounts accurately
The client needed an end-to-end system to streamline invoicing — from ingesting external data to generating final, auditable invoices.
Our Solution
A modular, automated invoicing system with validation and traceability
We developed a cloud-based platform that integrates with external data providers, applies validation logic, and routes invoices for review and approval.
Key capabilities include:
- Automated data ingestion from third-party vendors
- Fully configurable data inputs and invoice templates
- Validation against internal sources to ensure billing accuracy
- Exception flagging with data warnings for manual review only where needed
- Full audit trail from raw input to invoice output
The system was designed to scale across teams and support new invoice formats without manual rework.
Business Impact
Reduced effort, increased accuracy, and accelerated billing
- 90% reduction in manual invoice handling
- Significant decrease in vendor-driven data errors
- Full audit readiness with logged activity and access controls
- Faster, clearer collaboration between operations and finance
- A hundred invoices generated under 3 minutes
The team now spends less time managing invoice data and more time acting on insights, supporting smoother financial operations and client service.
Why Tech Path Advisors
We delivered more than a software solution — we helped transform how production data is captured, trusted, and acted on. With deep expertise in manufacturing and digital systems, we enabled our client to move from reactive problem-solving to proactive, insight-driven operations.
Interested in achieving similar results?
Let’s talk about how Tech Path Advisors can support your operations.