Global Finance Integration Powered by TruCap+ and TruBot

.The client is a prominent European manufacturer with a global footprint, active in the critical domains of Energy, Marine, and Food & Water. With operations spanning over 100 countries, the company delivers a comprehensive portfolio of expertise, products, and services to some of the world’s most vital industries. Driven by a clear purpose, the organization is committed to optimizing processes, enabling responsible growth, and driving sustainable progress.

The Challenge: Mounting Operational Costs

Each year, the client processed over 140,000 invoices, comprising approximately 90,000 Purchase Order (PO) invoices and 50,000 Non-PO invoices. This massive volume was handled by a 20-member team, using a highly manual and labor-intensive process. The preparation of Goods Receipt Notes (GRNs) often faced delays due to the disjointed workflow, which in turn cascaded into delayed invoice bookings and payment processing—impacting vendor relationships and financial forecasting accuracy.

The client’s finance team, though diligent, was not equipped with the technical tools or digital familiarity needed to manage this scale efficiently. This lack of tech-readiness led to frequent backlogs, reduced processing speed, and an overall drop in operational productivity.

To further complicate matters, the client’s operations were spread across multiple geographies, making global data consolidation a tedious and error-prone task. The systems in place were built on legacy applications, which not only drove up operational costs but also lacked the agility required to support high-volume, quality-driven invoice processing.

For the client’s Chief Financial Officer (CFO), this inefficiency was a growing concern. The finance function—critical to enterprise control and strategic planning—was being held back by outdated processes and fragmented systems. It was clear: automation was no longer optional. It was essential for maintaining global competitiveness and financial clarity.

The Solution: End-to-End Automation with TruCap+ & TruBot

To support the client’s digital transformation journey, Datamatics deployed its AI-enabled Robotic Process Automation (RPA) platform, TruBot, to automate the end-to-end accounts payable process across the client’s global finance shared service centers. Datamatics began by reengineering the invoice processing workflow, replacing fragmented and manual activities with a streamlined, intelligent, and scalable system. At the heart of the transformation was TruCap+, Datamatics’ intelligent document processing solution, which automatically captured and validated invoice data—regardless of format or source—with high accuracy.

To connect and orchestrate actions across the client's existing ERP and legacy systems, Datamatics integrated Finato, a highly configurable web-based workflow platform. This provided a seamless bridge between document intake, data validation, and downstream financial systems, enabling better control and visibility at every stage.

A key highlight of the solution was the automation of three-way invoice matching. TruBot handled the complex task of cross-verifying purchase orders, goods receipt notes (GRNs), and invoice details. It also mapped invoice line descriptions to the correct General Ledger (GL) expense accounts, ensuring accounting precision and significantly reducing the need for manual intervention.

By bringing together AI, RPA, and intelligent workflows, Datamatics helped the client create a fully automated, error-resistant, and globally scalable accounts payable process—laying the foundation for continuous improvement and smarter finance operations.