Case Study · Agentic Document Processing

For large e-commerce firms, invoice processing had to become a workflow.

How Singularium StepZero transformed a predominantly manual invoice process into an AI-assisted flow for data capture, document understanding, purchase-order matching, validation and targeted human review.

● LIVELarge E-commerce FirmsQuick Commerce / Hyperlocal E-commerce

PURCHASE ORDER · PO-7781

RECEIVING / DELIVERY INFORMATION

INVOICE · INV-2345

ItemQtyAmount

Widget A10050,000

Widget B20060,000

Widget C505,000

VALIDATED INVOICE

✓Data extracted

✓Matched with PO

✓Validated with receiving info

✓Ready for processing

30,000+invoices processed every day

₹50 Crworth of invoices processed daily

99%+accuracy on key data pointers extracted

95%+invoices processed within 8 hours

3+ yearslive processing environment

01 · THE STORY STARTS HERE

The invoice was only the beginning.

Before automation, invoice processing was predominantly manual. Bills could sit in queues for weeks before being processed, delaying validation, reconciliation and, ultimately, vendor payments.

The challenge was not simply reading an invoice. It was moving the invoice through the business process.

What changed

A novel solution combining computer vision (CV), large and small language models (LLMs and SLMs) and surgical human intervention, together with e-invoice data available through the GST Portal, was deployed. It delivers 99% accuracy with a mean turnaround of under one hour.

Manual queuesBills waited in queues for weeks, holding up validation, reconciliation and vendor payments.

Warehouse effortMany man-hours were spent at the warehouse estimating line-level costs.

Vendor complexity5,000+ vendors, each with its own invoice format, led to inaccuracies and reconciliation gaps.

Margin leakageThese gaps kept price debit notes from being issued with confidence, costing 0.2 to 0.5 percentage points of margin.

THE OPERATING MODEL

AI handles the process.
Humans handle the uncertainty.

Instead of manually reviewing every invoice, human intervention is focused on exceptions and low-confidence cases.

All invoices enter the workflow

→

AI processing

High-confidence information

→

Continues through automated flow

Low-confidence cases

→

Targeted human micro-task

02 · BUSINESS EVIDENCE

What changed for the business.

How fast invoices now move, how much margin is protected, and how the workflow connects to existing systems.

01 BEFORE → AFTER

PROCESSING TAT

BEFORE48 hrs

↓

AFTER95% in under 8 hrs

MARGIN

BEFORE0.2–0.5 pp lost

↑

AFTER+0.2–0.5 pp improved

02 SYSTEMS & INTEGRATION

Where the workflow starts, and where the validated result goes.

Invoices arrive through email, SFTP, API, direct upload to the StepZero Portal, Google Sheets integration or RPA; StepZero processes them, and validated output flows into the ERP / AP system.

01 Invoice intake Email · SFTP · API · StepZero Portal upload · Google Sheets · RPA

INPUT→

02 StepZero Capture · Understand · Match · Validate

OUTPUT→

03 ERP / AP system Validated output

ERP / ACCOUNTINGPROCUREMENTAPIBOTS

SECURITY & CONTROL

The security conversation starts with control.

Deployed at a large e-commerce firm, the workflow combines enterprise security posture with process-level controls: automated validation, document matching, confidence assessment and targeted human review.

ISO 27001

Certified information security management.

SOC 2 Type II

Type II assurance for operational controls.

Data retention controls

Controls for how document data is retained.

PROCESS-LEVEL CONTROL

Automation without removing human judgement.

AI processes invoices first. Low-confidence cases are routed to human reviewers through targeted micro-tasks.

Automated validationPotential discrepancies are identified before processing moves forward.

2-way / 3-way matchingInvoice data is checked against purchase-order and receiving information.

Confidence-based routingLow-confidence invoices or data points are routed for review.

Targeted human reviewReviewers focus on exceptions rather than manually reviewing every invoice.

SECURITY POSTUREPROCESS CONTROLSAI VALIDATIONHUMAN REVIEW

TALK TO US

Have a document-heavy process that still depends on manual work?

Bring us the process. We can look at the documents, the checks, the matching logic and the points where human review is required.