HeliSwiss

Invoices recorded with no manual entry

First, where AI adds value in a highly regulated operation. Then, invoices that record themselves and a team trained to carry on.

  • AI-Automation
  • Aircraft maintenance
  • Finance and administration
  • 3projects: use cases, invoices and training
  • 0invoices typed by hand

Starting point

HeliSwiss, a helicopter maintenance company, wanted to know where to apply AI in a highly regulated operation. One of the answers was in administration: supplier invoices arrive by email, as PDFs and in very different formats, and recording them by hand was slow and error-prone.

What we did

First we identified and prioritised use cases with each area. Then we built a flow that watches the inbox, recognises each invoice, extracts its data with OCR and AI and checks the figures add up before recording it. And we closed with a training plan so the team could work with AI on their own documents.

The change

Before and now.

Before

  • PDF invoices by email, each in its own format
  • Data copied by hand into accounting
  • Typing errors that surfaced at closing

Now

  • Every invoice is read and validated automatically
  • Figures are reconciled before recording
  • Only exceptions reach a person

Step by step.

  1. Input

    Email with invoice

    PDF attachment

    The flow watches the supplier invoice inbox.

  2. AI

    Reading with OCR and AI

    Supplier, dates and amounts

    It recognises the invoice and extracts its data, whatever the format.

  3. Rule

    Validation

    Totals and duplicates

    It checks that the base, taxes and total add up and that the invoice isn't a duplicate.

  4. System

    Accounting entry

    With traceability

    It records it, logging every step.

  5. Person

    Exceptions

    A person reviews

    Anything that doesn't add up is set aside for review, with the reason shown.

And up and running.

Invoice F-2026-0418PDF · Example Workshops

Provider
Example Workshops, S.L.
Number
F-2026-0418
Taxable base
€1,840.00
VAT 21%
€386.40
Total
€2,226.40 · adds up
Recorded with traceability
Simulation with fictitious data from the real system.

Result

Invoices are recorded with no manual entry, in a reliable and traceable way, and the team has an opportunity map and the training to carry on by itself.

For the team

Administration gets hours back and peace of mind: every invoice records how it was processed.

Connected with

  • Email
  • OCR
  • Accounting system
  • Opportunity Map
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