Serverless AI-Powered Invoice Automation on AWS

About the Customer

Accomation.io is an AI-driven accounting automation platform serving MSMEs and enterprise finance teams across India.

The platform specializes in:

• Automated invoice processing
• GST compliance and reporting
• ERP integrations (Tally, Saral, custom ERPs)
• Financial workflow automation
• Document management systems

As the company scaled, it began processing 500–1000 invoices per day, with projected growth of 3x within 12 months. Invoice processing became a critical operational dependency impacting revenue cycles and compliance.

 

Business Problem

 

As invoice volumes increased, Accomation.io faced serious operational and technical challenges.

 

Operational Challenges

 

•   Manual Data Entry Dependency
  Finance teams manually extracted 15–20 fields per invoice, taking 5–10 minutes per document.

 

•   High Error Rates (85–90% Accuracy)

Common issues included:

 

• Incorrect GST numbers
• PAN mismatches
• Tax calculation errors
• Line item discrepancies

These errors led to reconciliation delays and compliance risks.

 

• Scalability Limitations

     Processing 1,000+ invoices daily required significant manual effort. Scaling  operations meant hiring more finance staff.

 

• Vendor Format Variability

Invoices came in multiple formats:

 

• Scanned images
• Native PDFs
• Multi-page documents
• Low-quality or handwritten invoices
• 500+ vendor layouts

 

• Compliance Risk

GST filing discrepancies and audit trail limitations created regulatory exposure.

 

Business Impact

 

• Manual processing cost: $2–3 per invoice
• Revenue delays due to reconciliation bottlenecks
• Inability to scale without 3x team expansion
• Growing compliance exposure

Accomation.io needed an intelligent, scalable, and secure automation platform.

 

Solution

 

Calyza Tech designed and deployed a fully serverless, AI-powered invoice automation platform on AWS, combining OCR and Generative AI.

 

Architecture Strategy

 

• Serverless-first architecture
• Event-driven processing
• Multi-AZ high availability
• Secure-by-design implementation
• Pay-per-use cost optimization model

Core Technology Stack

AI & Document Intelligence

 

• Amazon Textract for OCR extraction
• Amazon Bedrock (Nova Pro) for intelligent data structuring
• Schema-driven JSON validation
• Confidence scoring for quality control

Cloud Infrastructure

 

• AWS Lambda (Python 3.11)
• Amazon API Gateway
• Amazon S3 (encrypted storage with versioning)
• Amazon Cognito (JWT-based authentication)
• AWS Systems Manager (job tracking)
• Amazon CloudWatch (monitoring & alerts)

Business Outcome

 

The solution delivered measurable transformation across operations, cost, performance, and compliance.

 

Operational Impact

 

• 85% Reduction in Manual Data Entry
• Processing time reduced from 5–10 minutes to 2–3 minutes
• Monthly processing capacity increased from 5,000 to 15,000 invoices
• 300% productivity improvement

Strategic Business Benefits

 

• Faster vendor payment cycles
• Improved vendor relationships
• Real-time invoice tracking visibility
• Scalable infrastructure to support 3x growth
• Reduced GST compliance risk
• Finance team shifted to higher-value strategic tasks