Template-Based Automation

Use standardized document formats to handle massive volumes of work—fast. Think invoice processing, proposal creation, and recurring forms.

Scale Repetition Without Repeating Yourself

When your team’s workday feels like Groundhog Day, it’s time for templates. From invoice processing to proposal generation, businesses run on documents that mostly look the same... until they don’t. Manually sorting, formatting, and reconciling those near-duplicates is a productivity killer. And if 20% of your vendors send invoices that break the mold? Your process breaks too.

Template-based automation fixes the format fatigue. By building a library of smart templates—from purchase orders to marketing emails—you create a repeatable system that can scale without scaling headcount. Structured inputs flow through defined layouts, bots match fields, and tasks get routed automatically. What used to take hours of mind-numbing manual entry now runs in minutes, even at enterprise scale.

Proof? How about 8,000 invoices a day—automated. A global manufacturer cut AP labor by 60% and halved its team after deploying template-based processing. Another enterprise using SAP and OCR tech slashed per-invoice costs by 56% and recaptured 18.5 FTEs in productivity. Top-performing systems now boast 93–95% straight-through processing for standardized formats. That's not marginal gain—that’s industrial-scale ROI.

Why Inventive? Because we don’t just template—we engineer consistency. We work with your actual documents (not sanitized samples), reverse-engineer their quirks, and future-proof your templates for inevitable changes. Plus, we monitor exception rates so you know when a format update or edge case needs attention. Our automations don’t just hum—they adapt.

Still managing forms by hand? You’re 60% behind. Manual doc handling doesn’t just waste time—it introduces risk. Every misfiled form or missed field adds cost, and your competitors are already freeing up teams with straight-through processing. The longer you wait to template, the more your costs compound.

Who’s Already Winning?

Processing 8,000 invoices a day with half the team? Game-changer.

AP Lead, Global Manufacturer

Scale Repetition Without Repeating Yourself

Your inbox is a graveyard of mismatched formats. If 100 vendors send 100 invoice styles, templates bring order to the chaos.

You know the structure—it’s the copy-paste that kills. If it’s the same doc over and over again (just slightly different), you’re a prime candidate for templated bots.

Audit season keeps you up at night. Template-driven consistency = cleaner trails and fewer frantic midnight file hunts.

8,000 Invoices

/ Day

Enterprise AP Automation Scale

A global enterprise processed 8,000 invoices daily and halved its AP team by automating with templates and OCR.

60%

Labor Reduction

Invoice Processing Overhaul

An AP system with intelligent capture saved 18.5 FTEs and cut invoice processing costs by 56%.

93–95%

Straight-Through Rate

Top Vendor Matching Efficiency

Template-based automation consistently achieved near-total automation on standard invoices from top vendors.

Scale Repetition Without Repeating Yourself

Criteria Manual Document Handling Rule-Based RPA Template Matching + RPA
Throughput Low (human bottlenecks) Medium High (8,000+ docs/day possible)
Format Tolerance None Rigid High (for structured/semi-structured)
FTE Savings None 30–40% 60%+ in many cases