Invoice processing

Automate the entire processing of your data in B2B loyalty programs through to points allocation.

Rückvergütung

Automate the entire processing of your data in B2B loyalty programs through to points allocation.

92% less manual invoice verification.

Automatically extract invoice data, reliably identify products, and post bonus points. InvoiceInsights™.Our AI-powered invoice processing handles the complexity while you retain full control.

Built for scale

Grows with your success.

Fully automated ​ invoice processing
0 %
Ø processing time ​per invoice
~ 0 s
Return on investment​ in the first year
~ 0 x
The problem

Manual processing is not scalable.

Programs often fail due to the administrative burden of invoice verification. With thousands of submissions each month, every single invoice becomes a time drain.

Each invoice shows the wholesaler’s product numbers, not your own internal IDs. Simple OCR for extracting data is not sufficient in this case.

Your catalog contains over 25,000 items. Your wholesalers describe them differently every time.

Only your most experienced staff will recognize ​ „SP-K 2M UP WC-El“ as a product name. ​ A standard AI simply can’t manage that.

Not everything listed on the invoice is actually yours. Competitors’ products must be identified and handledin accordance with the law. and handled in accordance with the law.

Every invoice submitted is checked manually. With thousands of working hours involved this quickly adds up to hundreds of working hours.


You don’t know what your customers are actually purchasing in the intermediary trade. Valuable data is being lost.

AI-powered invoice processing / AI-gestützte Rechnungsverarbeitung
InvoiceInsights™

We unlock your data. You use it.

Our AI‑powered invoice processing automates the entire invoice workflow for B2B loyalty programs. From structured data extraction and rule‑based validation to verified product matching. Instead of spending hundreds of hours on manual reviews, you receive clean, validated, and fully integrated datasets that can be used immediately for reward point allocation.

Product registration​

​Warranty extensions ​or sweepstakes

Cashback promos

Buyer profiles ​and cashback

Bonus points

Brand loyalty and rewards shops

Target Agreements​

Sales management ​and demand planning

Quality assurance​

Monitoring, analysis ​and anti-fraud​

Learning effects

Through continuous catalog training using feedback data

The solution

AI-powered invoice processing.

AI-Extraction

We don’t just extract fields. We understand context. Line items, quantities, and prices are captured semantically.

Business rules

Configurable rules validate every submission: Is the purchase date valid? Is the retailer correct? Has the limit been reached?

Review

Is the system uncertain? The item is sent to a Tinder‑style UI. One click to approve or reject.

Three‑stage matching

Known codes are recognized, descriptions are searched semantically, and complex cases are handled by an AI agent.

The solution

From processing to success.

Extraction & Validation

The AI understands invoice content in context, extracts all relevant data, and automatically checks each invoice against defined business rules such as purchase date, merchant, and limits.
Extraktion & validation: extracting Data with KI-OCR

Matching & Review

The three‑stage logic identifies the right product. In cases of uncertainty, your team makes a decision in seconds using a simple review UI.

Matching & Review: product matching and using it

Integration & Rewards

Verified data flows directly into your loyalty backend. Points are credited, customers are notified, fully automated.

Integration and points
Business Intelligence

Finally know who buys what.

What are they buying?

​Your foundation for data-driven portfolio decisions: product mix​, -quantities​, -variants​ and -bundles.

When do they buy?

Identifying seasonal patterns for better pricing throughout the year: purchase frequency​, sales peaks​ and replenishment cycles​.

Who else do they buy from?

Determine share-of-wallet and target the potential for switching: third-party-, private-label-, ​no-brand- and generic products.

Who are top cusomters?

Identifying gold customers and growth champions: top spenders, brand loyalty​, loyalty​ and rankings.

Ready for automation?

Discover in a 30-minute session how to integrate InvoiceInsights™ AI-powered invoice processing into your business processes, or get in touch with your contact person, Simon Lahm.

FAQs

Everything you need to know about InvoiceInsights™ AI-powered invoice processing.

InvoiceInsights™ uses artificial intelligence to automatically extract invoice data, semantically identify products, and accurately assign them. Unlike traditional OCR, the system understands content in context, matches it against product catalogs, and continuously learns over time. As a result, invoices are processed faster and downstream processes—such as procurement and rebate management—can be automated.


The intuitive user interface of InvoiceInsights™ enables easy operation. In addition, our support team is available to assist you with any questions.

Yes. Thanks to customizable approval workflows and flexible pricing models, the AI-powered invoice processing can be tailored precisely to your company’s size and processes.

InvoiceInsights™ integrates seamlessly into existing IT systems and business processes, including common accounting and ERP systems such as SAP and DATEV, CRM systems like HubSpot and Pipedrive, as well as collaboration tools such as email and webhooks. This simplifies invoice exchange and collaboration with other stakeholders.

Standard OCR merely recognizes text and extracts basic data. Invoice Insights goes far beyond that: it understands content semantically, matches data against catalogs, identifies third-party products, continuously learns over time, and enables advanced analyses, for example in procurement.

InvoiceInsights™ provides a confidence score for every recognition result. If the system is uncertain about a detected item, it is automatically flagged for review. Your team can confirm or correct the decision with a single click. This feedback is fed directly back into the model, continuously improving recognition accuracy over time.

The onboarding process for InvoiceInsights™ is typically completed within 2–3 weeks. The system is configured and deployed in phases using your product catalog and business rules. Technical integration is carried out via a REST API.

Yes. Our OCR for the AI-powered invoice processing is trained to reliably recognize handwritten notes as well as handwritten invoices from contractors and tradespeople.

InvoiceInsights™ is hosted exclusively in Germany and the European Union and complies with all applicable GDPR requirements. The entire invoice processing workflow is fully audit-proof and traceable. The system maintains a complete audit trail, recording who accessed which invoice, when it was accessed, and what actions were performed.

The cost of using InvoiceInsights™ depends on several factors, including your company’s specific requirements and processing volume. InvoiceInsights™ offers flexible pricing models tailored to the needs of organizations of all sizes.