Store the invoice in Box, read it with OCR, and add it to Microsoft Excel.

■Overview

This is a flow that reads invoices stored in Box using OCR and adds them to Microsoft Excel.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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‍■Recommended for

• Accounting personnel who manually enter information from multiple invoices into Microsoft Excel and want to reduce their workload
• Members of the back-office team who want to efficiently manage data from received invoices using OCR
• Accounting department managers who want to prevent input errors and improve data accuracy
• Those who want to quickly grasp invoice information and smoothly handle accounts payable and expenses

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■Benefits of using this template

By implementing this flow, it is possible to automatically read invoices uploaded to Box using OCR and add them to Microsoft Excel.

This eliminates the need for manual invoice verification and data entry, reducing the workload of accounting personnel.

Additionally, it shortens the time required for registration and prevents human errors such as transcription mistakes and registration omissions.
This enables faster information sharing and improved data accuracy, facilitating smoother handling of accounts payable and expenses.