Expense Claim WhatsApp Automation in SAP Business ByDesign.

Introduction

Automation of Expense reimbursement process by leveraging Machine Learning algorithm in SAP Business ByDesign using WhatsApp.

Requirement

Employees must enter the expense details (from the Bills / Invoice) manually into SAP Business ByDesign system to claim an expense which needs lot of manual interventions.

Solution

To overcome this ERP Logic has developed a solution using intelligent technologies like Machine Learning (ML), Optical Character Recognition (OCR), and Middleware deployed in SAP Cloud Platform to simplify Expense reimbursement without manual intervention.

Design / Process Flow

To claim an expense, Employees needs to take the picture (image) of the expense bill/invoice using WhatsApp and send to a number configured in CPaaS WhatsApp channel.

Communications Platform as a Service (CPaaS) is a platform to send and receive Multimedia and Text messages. It transfers an image to SAP Cloud Platform,

Custom built Middleware deployed in cloud platform converts an image and extract the expense details in machine understandable text format using an OCR and ML.

Extracted data like Expense Date, Invoice / Receipt number, Items, Claim Amount is submitted to SAP Business ByDesign as an Expense within an Expense Report against the respective employee.

Once an expense created in SAP Business ByDesign, Employee receives a confirmation message.

Different Scenarios which can be automated in SAP Business ByDesign using WhatsApp.

• Creation of Transactions like Supplier Invoice, Customer Invoices, etc.
• Creation of Contact from Business Card.

Benefits

• Improves and Simplifies expenses reimbursement process
• Overcomes the errors due to manual entry

Conclusion

Intelligent technologies used in the automation saves time and efficient claim process by capturing the receipts / invoices on the go using WhatsApp in mobile

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