Invoice Processing Bot with Smart Validation & Approval Workflow

Overview

Automated invoice processing system built with UiPath that reads PDF invoices, validates vendor information against master data, and manages approval workflows based on spending limits.

Features

• OCR PDF Processing: Extracts invoice data from PDF documents
• Vendor Validation: Checks vendor against master database
• Smart Approval Logic: Routes high-value invoices for approval
• Comprehensive Logging: Creates detailed audit trail in CSV format
• Error Handling: Robust error management with Try-Catch blocks
• Professional Architecture: Clean, maintainable code structure

Project Structure

InvoiceProcessingBot/ ├── Main_InvoiceProcessor.xaml # Main workflow ├── Data/ │ └── VendorMasterData.xlsx # Vendor master database ├── Input/ │ └── *.pdf # Invoice PDFs to process ├── Output/ │ └── ApprovalLog.csv # Processing results log └── Config/ └── (Configuration files)

Setup Instructions

1. Clone this repository
2. Open Main_InvoiceProcessor.xaml in UiPath Studio
3. Place your vendor data in Data/VendorMasterData.xlsx
4. Add invoice PDFs to the Input/ folder
5. Run the workflow

Sample Output

The bot processes invoices and creates detailed logs:

• Auto-approved invoices (within vendor limits)
• Approval-required invoices (exceeding limits)
• Invalid vendor alerts (unknown vendors)

Technologies Used

• UiPath Studio
• Document Understanding (OCR)
• Excel/Workbook Activities
• Regular Expressions for data parsing
• CSV logging system

Business Value

• Reduces manual invoice processing time by 80%
• Ensures compliance with vendor approval limits
• Creates comprehensive audit trail
• Eliminates human errors in data entry
• Scalable for high-volume processing

Author

Roya Valiyeva