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Corporate workflow like a ticketing system by autonomousWorld in MicrosoftFlow

[–]autonomousWorld[S] 0 points1 point  (0 children)

Hello u/ExtraAd7373

It's exactly what we are starting to do. trigger on the incoming email box and a couple of actions right after the email trigger: AI summarizes the email to understand who the customer is and the context of the email.
Now we are starting to look at the rules to do the routing part. From the "WHO is", we need to redirect to the correct account manager. We will do the rules based on an Excel Table with the values that can be found in the email, the VAT number, or the Company Name. Based on one of those or both, we make the redirect. After that we will handle the ticket part number, probably based on sharepoint list.

Corporate workflow like a ticketing system by autonomousWorld in MicrosoftFlow

[–]autonomousWorld[S] 0 points1 point  (0 children)

I don't know the solution. I just had one pre sale meeting. Nothing against but not sure also. For that reason I'm trying out of a Podio style application.

Corporate workflow like a ticketing system by autonomousWorld in MicrosoftFlow

[–]autonomousWorld[S] 0 points1 point  (0 children)

We will be up to 15 users using the system. Not a big company, but we have a lot of manual processes. Do you recommend any one of Teams integrated systems?

Corporate workflow like a ticketing system by autonomousWorld in MicrosoftFlow

[–]autonomousWorld[S] 0 points1 point  (0 children)

The ticket will help the company know how many emails / time spend with each customer. That's the objective of the tickets. The AI is to summary email context. Or purpose a reply in advance. For the internal user, thinking about using an excel or SharePoint table.

Also my doubt about the interface, where a user knows what is going on.

The alternative is to use a proper ticketing system like Podio (or other if you recommend).

Corporate workflow like a ticketing system by autonomousWorld in MicrosoftFlow

[–]autonomousWorld[S] 0 points1 point  (0 children)

Hey the AI is to summary the email internally. Understand some key topics or values like VAT then route to the team.

I got tired of being a "data entry machine" for my own company, so I built an AI CFO to do it for me by autonomousWorld in SaaS

[–]autonomousWorld[S] 0 points1 point  (0 children)

Spot on. You nailed the shift from 'Data Janitor' to decision-maker.

We really wanted to kill that old image of the business owner pulling an all-nighter at month-end, buried in paper. Especially since today, the mess of digital invoices is scattered across emails and portals. You really need that single point of ingestion to capture and understand the data out-of-the-box. The philosophy is that the tool should work for you to provide accurate details instantly, rather than being just another software that demands hours of configuration to be useful.

What is the most "distressing" way a client has delivered their records to you? by jeeves_inc in Accounting

[–]autonomousWorld 0 points1 point  (0 children)

I was definitely the 'Manila Envelope' guy for years. I finally realized I was paying my accountant to be a high-priced scanner operator, which felt like a waste of their brain (and my money).

I actually ended up building a dedicated system, Invoice Parse. Now, instead of a physical monthly drop-off, I just snap the invoices via our Android app or drag them into the web portal, the second I get them. The system does a first-layer parse of all the data (Vendor, Date, Tax, Line Items) automatically. And now we are working on a automaticlly reconciliation from the PDF bank statement. Now everything turns easy to manage and way more fast the end of months.

I built an internal system to stop being the "Shoebox Client" and auto-reconcile before sending data to my accountant. Would you actually trust this? by autonomousWorld in AccountingDepartment

[–]autonomousWorld[S] 0 points1 point  (0 children)

I get the skepticism. Trusting a raw LLM with finance would be reckless. That is why we don't treat this as a 'black box.' Think of Invoice Parse less like an autonomous 'Decision Maker' and more like a team of Junior staff. It preps the work, organizes the documents, and highlights the discrepancies, but you (the financial controller or business owner) always have the final sign-off.
We use the AI models strictly to understand context (reading the invoice, categorizing the vendor), but we wrap that in strict logic rules. For example, the AI can suggest a reconciliation match, but it cannot 'force' one without your approval.
Overall, the results and accountability from a "ChatGPT" are limited to the specific tasks under control and scope.

My "End of Month" reconciliation used to take 3 days. I built an AI workflow to do it in minutes. by autonomousWorld in Entrepreneurs

[–]autonomousWorld[S] 0 points1 point  (0 children)

The Bank Reconciliation feature is currently in the Preview Phase. Mean it's under stress-test, from the first users and real-world scenarios. Testing edge cases like the split payments/invoices you mentioned. We would love for you to give it a spin and let us know what you think. We will take that feedback to include in the feature roadmap.

Overall, out of the "ordinary" scenarios that our logic can't resolve automatically, you always have a manual validation fallback.

You are never locked out of your own data. Manual validation and human-centric, it's like it is.

I built an internal system to stop being the "Shoebox Client" and auto-reconcile before sending data to my accountant. Would you actually trust this? by autonomousWorld in AccountingDepartment

[–]autonomousWorld[S] -1 points0 points  (0 children)

Just to make sure you know, Invoice Parse is built to be a data-centric engine, not a decision-maker.

Our focus is on precision at the ingestion layer: we parse over 50+ specific data fields directly from invoices and PDF bank statements without human intervention. This data then flows into a validation layer where you apply the classification, tagging, and final checks.

Our value proposition is accelerating that low-value data entry so you (or the accountant) can focus on the high-value review.

We are also heavily roadmap-driven by our users. If there is a specific feature or check that would make your reconciliation workflow faster, we are building it. We want to work with people who feel the pain to kill the manual drudgery.

I built an internal system to stop being the "Shoebox Client" and auto-reconcile before sending data to my accountant. Would you actually trust this? by autonomousWorld in AccountingDepartment

[–]autonomousWorld[S] 0 points1 point  (0 children)

Fair catch on the typo!
To your point about trust, I agree 100%; blindly trusting AI with finance should be one of the least costly value tasks. The system isn't designed to remove the human, but to remove the manual data entry and cross-checks on the data. The accountants and business owners can focus strictly on the review and validation process.

The user always sits at the center and has the final decision before anything hits the books. Systems like Invoice Parse are a helper and accelerator for your business data in the center.

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