Technical Case Study · Accounting & Back-office

Sorting the end-of-quarter client document chaos

An accounting back-office workflow that automatically separates receipts from invoices, validates tax IDs, and flags duplicates.

The challenge

At the end of the quarter, accounting firms are flooded with chaotic client emails containing mixed PDFs, blurry receipts, and irrelevant documents. Clerks waste hundreds of hours manually opening attachments, verifying if a document is a valid invoice or a simple ticket, and checking if the tax ID or VAT number is correct.

The SunnyExtract pipeline

SunnyExtract acts as the intake funnel. It automatically classifies each page, separating formal invoices from simple receipts. It applies regional validation rules to check tax IDs and VAT numbers, flags potential duplicates, and queues unclear documents for a clerk to review. Clean documents are immediately exported as a structured CSV or JSON.

system_payload.json
{
  "document_type": "invoice",
  "classification": {
    "is_valid_invoice": true,
    "confidence": 0.98
  },
  "entities": {
    "issuer_vat_id": "NL005273831B22",
    "vat_validation": "passed_checksum"
  },
  "totals": {
    "net_amount": 1500.00,
    "tax_amount": 315.00,
    "gross_amount": 1815.00
  }
}

Operational impact

No manual triage

Mixed client document dumps are sorted automatically, not by hand.

Automatic tax ID validation

Tax IDs and VAT numbers are inferred and validated before data entry.

Clean, ready-to-import exports

CSV exports are ready for the accounting software, no manual cleanup.

Request a private workflow review

Tell us how your document workflow works today. We review every request manually and prepare demos around real operational needs.

Request private workflow review

We use analytics cookies (Google Analytics) to understand how the site is used and improve it. They only run if you accept. Cookie policy