Roughly 60 hours a week of invoice reconciliation, automated with one agent

Enterprise finance operations across 50+ national accounts, and a reconciliation process eating most of a work-week every week.

The services behind this
~60 hrsRecovered weekly
50+National accounts
1Copilot agent
3Teams on one source of truth

The situation

Invoice reconciliation was eating roughly 60 hours of manual work per week across the team: pulling data from invoices, cross-referencing against contracts, flagging discrepancies. Tedious, error-prone, and blocking the people who should have been focused on account strategy. The account list included McDonald’s, Tim Hortons, Domino’s, Burger King, Popeyes, Cineplex and Rogers Centre.

What I did

I built a data validation workflow using a single Microsoft Copilot pre-built agent to extract key data from invoices automatically. The agent handles extraction, the workflow validates against source records, and discrepancies surface before they become problems.

What changed

Roughly 60 hours per week recovered. Invoice reconciliation automated end to end with one agent. Sales, ops and finance aligned on a single source of truth.

The best automation target is the dullest process on the list: high volume, low judgment, nobody defending it.

Let’s talk about yours.

Start with what you have already tried and where it stalled.

Toronto, ON · working across North America