We Automated Our Own Billing: What We Learned Processing Thousands of Documents with AI
Automation

We Automated Our Own Billing: What We Learned Processing Thousands of Documents with AI

Before selling automation to others, we automated our own. We went from manually processing invoices for days to having a flow that classifies, extracts data, and registers everything in the ERP without human intervention. We share what worked, what didn't, and what would have saved us months of iteration.

Mactec TeamAutomation & Data
7 min read

Why We Started With Our Own Operation

The unwritten rule in tech consulting is simple: if you don't automate your own operation, don't sell automation. An admin team was spending 80% of its week receiving, classifying, and entering electronic invoices into the ERP. We knew it was the ideal case to test our own tools before proposing them to clients.

The Flow We Replaced

Before: someone reviewed the email, downloaded the XML, opened it, copied the fields into a spreadsheet, copied them again into the ERP, and physically filed the document. 20 minutes per invoice. Multiply that by hundreds per month and you understand the problem.

The Three Most Expensive Lessons We Learned

  1. 1Generative AI is NOT the first line of defense. For 70% of cases, deterministic rules are faster, cheaper, and more reliable.
  2. 2The XML has the truth, not the PDF. Processing the XML directly eliminated all the OCR complexity.
  3. 3Human validation in an exception queue is what makes the system reliable. It's not a fallback, it's part of the design.

What Our Flow Looks Like Today

A dedicated mailbox receives the DTEs. A service extracts the XML, validates structure, classifies accounting-wise with rules (if the issuer's RUT is known and the industry is mapped, automatic decision). Only when there's ambiguity does it escalate to an AI model, and only if the AI has low confidence does it move to a human review queue. 92% is processed without intervention.

The most important insight: what we automated wasn't entering invoices, it was the decision of how to classify them. AI added value at the right point in the flow, not as the protagonist but as a tool for a specific case.

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