The solution comprises four core modules:
Invoice Automation Module:Extract and validate data from invoices using AI-enhanced OCR.
Cross-check data with purchase orders/contracts and flag anomalies.
PO-to-Sales Order Conversion Module:Parse purchase orders (POs) to extract key [login to view URL] POs to internal SKUs and automatically create corresponding sales orders in ERP/CRM [login to view URL] predictive analytics to forecast potential order issues.
Email Classification & Sorting Module:Utilize NLP to classify incoming emails into categories (e.g., Sales, Support, Urgent).Automatically sort and label emails, optionally triggering auto-responses or alerts for urgent messages.
Smart Operations Analytics & Optimization Dashboard:Provide real-time KPI monitoring across modules (processing times, error rates, etc.).
Offer predictive analytics, alerts, and AI-driven recommendations for process [login to view URL] for custom reporting and integration with popular BI tools.
The platform will integrate seamlessly with existing ERP, CRM, and email systems via robust APIs. It must be secure, scalable, and capable of continuous learning and improvement.
Project Scope & Deliverables:
Module 1: Invoice AutomationFeatures:AI-enhanced OCR capable of multi-format and multi-language [login to view URL] learning via feedback [login to view URL] data validation against purchase orders/contracts.Real-time anomaly/fraud [login to view URL] integration with popular ERP/accounting systems (e.g., SAP, Oracle, QuickBooks).Deliverables:Fully functional OCR and data extraction [login to view URL] engine with configurable [login to view URL] connectors/APIs to ERP [login to view URL] and test cases.
Module 2: PO-to-Sales Order ConversionFeatures:Intelligent parsing of POs (PDFs, emails, etc.) to extract key fields (item codes, quantities, pricing, delivery dates).Dynamic mapping engine to match POs with internal product SKUs and [login to view URL] creation of sales orders in ERP/[login to view URL] analytics to flag potential order [login to view URL]:PO parsing and mapping [login to view URL] sales order creation [login to view URL] connectors/APIs for ERP/CRM [login to view URL], unit tests, and user guides.
Module 3: Email Classification & SortingFeatures:NLP-based categorization (using models like BERT or similar) for email [login to view URL] sorting, labeling, and routing based on [login to view URL] auto-response templates and escalation alerts for urgent [login to view URL] on email traffic and classification [login to view URL]:Functional email classifier and sorting [login to view URL] with email APIs (Gmail API, Microsoft Graph API) or IMAP/POP3 [login to view URL] rules and [login to view URL] and test suites.
Module 4: Smart Operations Analytics & Optimization DashboardFeatures:Real-time KPI monitoring (processing times, error rates, cycle times, etc.).Predictive analytics with automated alerts (email/SMS) for process bottlenecks.
AI-driven recommendations for workflow [login to view URL] reporting and BI integration capabilities (exportable reports, integration with Tableau/PowerBI).
Deliverables: Fully interactive and customizable [login to view URL] data aggregation from all modules.Front-end UI (using React or similar framework).
Documentation, user training guides, and API endpoints.
Overall Integration:Develop a centralized database (PostgreSQL/MySQL) to store logs, configuration, and analytics data.
Ensure secure API communications (HTTPS, OAuth/JWT for authentication).
Deploy using containerization (Docker) and CI/CD pipelines (GitHub Actions, Jenkins) on a cloud platform (AWS, Azure, or Google Cloud).
Required Skills & Expertise:Programming Languages:
Proficiency in Python (for AI/ML, OCR, NLP, backend API development).
JavaScript/TypeScript for frontend development (React.js or Angular).AI & Machine Learning:Experience with OCR solutions (e.g., Tesseract, Google Cloud Vision, Amazon Textract).
Proficiency with NLP frameworks (spaCy, Hugging Face Transformers, BERT).Understanding of machine learning model training and continuous improvement.
Web Development & API Integration:Expertise in developing RESTful APIs using Flask or [login to view URL] with ERP/CRM integration (knowledge of common APIs).
Experience with email system integrations (Gmail API, Microsoft Graph API).Cloud Deployment & DevOps:Familiarity with cloud platforms (AWS, Azure, GCP) for hosting and [login to view URL] with containerization (Docker) and orchestration [login to view URL] of CI/CD pipelines and automated testing [login to view URL]:Strong understanding of web security practices (SSL/TLS, OAuth, JWT).Experience in implementing secure data handling and compliance measures (GDPR/LGPD).
Project Management:Experience with Agile methodologies, sprint planning, and version control (Git).
Please submit your proposal including:
Price
Your relevant portfolio and past project examples (preferably with similar integrations, AI/NLP work, and ERP connectivity).
Detailed resume of your team (or agency) outlining expertise in the required skills.A high-level project plan with estimated timelines and cost breakdown.
References or case studies from previous projects (if available).
Communication:We expect regular progress updates via email or project management tools (e.g., Trello, Jira).Weekly meetings during development phases are preferred.
