HazenTech

AI-Powered Invoice Automation Architecture

A production-ready reference architecture that automates invoice intake from email, extracts and validates data using AI, and seamlessly posts structured records into ERP and finance systems.

Microsoft Power Automate & Azure AI Document Intelligence

HazenTech designs production-ready invoice automation solutions using Power Automate, AI Builder, and Azure AI Document Intelligence. With 25+ years of IT and AI experience and Microsoft partnership expertise, we architect secure, scalable systems tailored to invoice complexity, licensing preferences, and ERP requirements.

We deliver fully documented implementations. not prototypes, integrating directly via Business Central connectors, APIs, or enterprise middleware. From discovery to rollout in four weeks, we build intake, extraction, validation, approvals, and resilient ERP posting for high-volume finance operations.

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Microsoft Power Automate & Azure AI Document Intelligence

Reference Architecture: Invoice Automation

If you’re evaluating invoice automation, this architecture answers: 

What components you need

How the data flows

Where validation and exception handling must live

How to deploy securely in a Microsoft environment

1. New Invoice PDF 2. Analyze Document 3. Extracted JSON 4. Run Logic Rules 5. Validation Result 6a. Request Approval 7. Approved Data 8. Create Record 6b. Exception Queue 9. Archive PDF
OutlookShared Mailbox
(Invoice Intake)
Power AutomateCloud Flow
(Orchestrator)
Azure AIDocument Intelligence
(OCR & Extraction)
Validation RulesLogic & Conditions
(PO Match, Totals)
Microsoft TeamsApproval Workflow
(Adaptive Cards)
ERP SystemBusiness Central / API
(Final Destination)
DataverseException Queue
(Manual Review App)
SharePointDocument Archive
(Processed Files)

Flow Legend

Document (PDF/Img)
Data Flow (JSON)
Notification (Alerts)
work process

How the Data flows

Discovery
Email lands in your invoice inbox

Email

Data Review
Power Automate captures the attachment + metadata

Power Automate

Case Design
AI extraction returns structured fields and line items

AI Extraction

Logic Development
Validation rules run (and decide approve vs exception)

Validation

System Configuration
Approval workflow runs (optional)

Approval Layer

Testing
ERP posting occurs (create invoice record / payable entry)

ERP

Testing
Document is stored + linked to transaction

Documents

Testing
Status notifications go to Teams/email dashboards

Status

Email

Email

Email lands in your invoice inbox

Power Automate

Power Automate

Power Automate captures the attachment + metadata

AI Extraction

AI Extraction

AI extraction returns structured fields and line items

Validation

Validation

Validation rules run (and decide approve vs exception)

Approval Layer

Approval Layer

Approval workflow runs (optional)

ERP

ERP

ERP posting occurs (create invoice record / payable entry)

Documents

Documents

Document is stored + linked to transaction

Status

Status

Status notifications go to Teams/email dashboards

Document Intelligence vs AI Builder

Choose based on:

  • How complex your invoice formats are
  • Your licensing preferences
  • Whether you want deeper Azure control or Power Platform simplicity

In many deployments: 

  • AI Builder is fast for standard invoice processing 
  • Azure AI Document Intelligence gives stronger control, models, and scaling options 

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Error Handling

Validation and exception handling

Exception Handling Flow
Auto
ExtractionAzure AI Doc Intel
Auto
Confidence CheckOCR Quality Score
Auto
Validation RulesPO & Logic Match
Auto
Post to ERPAutomated Entry
Auto
Exception QueueHolding Area
Human
Human ReviewManual Correction
Auto
ReprocessTrigger Re-validation

Execution Type

Auto
Automated System
Human
Manual Intervention
Why Choose Us

What Makes HazenTech a Leader in AI-Powered Invoice Automation Architecture Services 

Microsoft Solutions Partner

We are officially recognized for delivering reliable, scalable software aligned with enterprise standards, helping organizations achieve measurable performance improvements across diverse industries.

Award-Winning Team

Industry platforms have ranked our specialists among the top development providers, highlighting our consistent delivery quality, technical depth, and success across advanced AI projects.

Data Security Excellence

Our platforms consistently achieve high independent audit scores, protecting sensitive data, training pipelines, and production environments through strict security frameworks and monitoring.

Software Warranty

Each deployment includes structured warranty support covering fixes, refinements, and optimization, ensuring your system remains stable, efficient, and dependable after launch.

Quality Control

We apply rigorous validation across datasets, model logic, and releases, confirming accuracy, stability, and performance before any solution reaches production environments.

Status Reporting

You receive structured progress updates with metrics, insights, and development summaries, giving full transparency into milestones, performance trends, and project direction.

Security model

Security Controls Map

Security Controls Map
Least Privilege Access
Strict RBAC & minimal mailbox permissions
DLP Policies
Prevent sensitive data leakage
Secure Storage
Encrypted endpoints & isolation
Audit Logs
Compliance tracking & traceability
Data Retention
Automated archiving lifecycles
Protected Core
INVOICE ENGINE
FAQs

FREQUENTLY ASKED QUESTIONS

What invoice formats can the system process?

Our solution processes PDF, scanned, and image-based invoices from multiple vendors. AI models adapt to varying layouts, extracting structured, validated data accurately and consistently.

AI Builder works well for standard invoice formats and faster deployment. Azure AI Document Intelligence provides deeper customization, model control, and scalability for complex enterprise environments.
We integrate using direct connectors, secure API calls, or middleware architectures. The method depends on your ERP capabilities, security requirements, and transaction volume.

Most implementations take four weeks, covering discovery, invoice sample analysis, automation build, validation workflows, ERP integration, testing, and controlled rollout.

Yes. Enterprise patterns include queue-based processing and middleware layers, improving resiliency, error handling, and performance for high-volume or multi-entity finance operations.
Testimonials

WHAT OUR CLIENTS ARE SAYING

Case Studies

REAL CASES, REAL CHALLENGES; ALL SOLVED WITH SHARP STRATEGY, AIRTIGHT EXECUTION, AND ZERO FLUFF. YES, WE MAKE IT HAPPEN!

Looking forward to building something great together

Get This Architecture Implemented in Your Tenant Fully Documented, Secure, and Production-Ready.