AP Automation Accelerator – Automated PO / Invoice to Sales Order Conversion in Acumatica

ABOUT THE CLIENT

The AP Automation Accelerator is a ready-to-deploy solution designed to automate the conversion of PDF-based Purchase Orders and Invoices into Sales Orders in Acumatica. Organizations receive a high volume of customer POs and invoices in PDF and email formats. Manually keying this data into Acumatica is time-consuming, error-prone, resource intensive, and difficult to scale. By combining OCR technology, intelligent data mapping, and user curation, the accelerator eliminates manual data entry and significantly speeds up order processing.

CHALLENGES

Time-Consuming

Manually keying PO and invoice data from PDFs and emails into Acumatica takes significant time.

Error-Prone

Manual data entry leads to mistakes that affect order accuracy and compliance.

Resource Intensive

Processing high volumes of documents requires substantial staff effort.

Difficult to Scale

Manual processes do not scale well as document volumes grow.

SOLUTION

Document Capture

PDFs are uploaded manually or received via email attachments for processing.

OCR & Data Extraction

Documents are sent to a third-party OCR service, which extracts key fields and returns structured JSON data.

Data Mapping & Validation

Extracted data is mapped to Acumatica Sales Order fields and validated against master data.

User Curation

Users review, correct, and approve extracted data through a guided curation screen.

Sales Order Creation

A Sales Order is automatically created in Acumatica with the original document attached for audit purposes.

Key Capabilities

PDF PO / Invoice to Sales Order automation, email content processing, human-in-the-loop data curation, standard Acumatica order processing, and full document traceability.

BUSINESS IMPACT

Reduced Manual Effort

80–90% reduction in manual data entry effort.

Faster Processing

Faster order creation and fulfillment.

Improved Accuracy

Improved data accuracy and compliance.

Scalability

Scalable processing for high document volumes.

Seamless Integration

Seamless integration with Acumatica.

TOOLS & TECHNOLOGIES USED

Client
Testimonials

ZingWorks LLP delivered exceptional results, generating additional revenue while maintaining excellent communication across time zones.

Executive, Mambo Media, Inc

ZingWorks successfully integrated solutions into one of the largest LMSs in the US, exceeding our goals with their innovative approach.

Karen Evans

Executive Director, Black Women Playwrights' Group

ZingWorks LLP automated our distribution process, increasing fill rate by 10% and truck utilization by 3% with their tailor-made solutions.

Sreerangarajan Srinivasan

Head of Logistics & Customer Service, Nivea India Pvt Ltd

ZingWorks LLP successfully deployed the app's features with seamless implementation and outstanding communication.

Nitesh Kumawat

CTO, Teevra Edutech Private Limited

ZingWorks LLP delivered on time and within budget, with a customer-centric approach that made all the difference.

Nitin Kulkarni

Director, Edgelytics Solutions Pvt Ltd

ZingWorks LLP delivered the project on time with excellent communication and seamless management.

Anonymous

VP, Radionome

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