Custom-product manufacturer automates Accounts Payable with an intelligent, low-code solution
A leading U.S. manufacturer of custom rings, yearbooks, and graduation products partnered with Saxon to modernize their Accounts Payable operations.
Their AP process was entirely manual. Invoices would come through email, data was keyed in by hand, and approvals followed inconsistent paths. It worked, but it was slow, error-prone, and hard to scale.
Together, we saw an opportunity to move from effort-driven to intelligence-driven by automating invoice capture, extraction, and approvals without disrupting ongoing operations.
The opportunity
Build an intelligent AP workflow that scales.
Automate invoice intake, data extraction, and routing — securely and accurately.
Reduce manual touchpoints in AP without disrupting ongoing operations.
Introduce a governed approval flow tied to dollar thresholds for auditability and control.
Make invoice data immediately available to downstream systems (instead of retyping it).
Impact Delivered
Working with Saxon AI, the manufacturer moved from manual AP to an intelligent, governed workflow powered by Microsoft Power Platform and Azure Cognitive Services.
Here’s what that unlocked:
Invoices are now automatically captured from a designated inbox — no more inbox-watching.
Key invoice data is extracted using custom AI models, with accuracy scoring on every field. Low-confidence extractions are flagged for human review instead of silently passing through.
Clean, verified invoice data is published in a format ready for import — eliminating re-entry and reducing AP errors.
A defined approval path based on invoice amount brings better control, better documentation, and better compliance.
See how the full AP automation workflow was designed — from email ingestion and AI extraction to human-in-the-loop review and system integration.
Download the full case study to see the exact AP pipeline, governance model, and rollout sequence.
