About
Development of an intelligent invoice agent by Rootstack to automate the reading and registration of invoices directly into the client's ERP system, ERPNext, without exposing the full document to the language model for security reasons.
Challenge, approach, and impact
Automated Invoice Entry Through Intelligent Agent
Development of an intelligent invoice agent to automate the reading and registration of invoices directly into the ERP system.
Email Integration and Automatic Extraction Workflow
Implementation of a workflow in N8N to detect incoming invoices in a designated email inbox, automatically download the PDF, and send the file to an MCP tool for processing.
Automated ERP Injection
Utilization of a language model to interpret extracted invoice data, identify key information, build the required data structure for ERPNext, and send it directly into the ERP for automatic registration.
How we built
Testimonials
Anonymous
Rootstack
“It was a great project to work with, very challenging and satisfying.“
Team structure
Client team
John S
Product Manager
Daily point of contact
The client stakeholders were working closely with the team at Rootstack
Agency team
1 x Production
Production
