How AI Platform «Union» Conquered Financial Chaos and Accelerated Invoice Payments 10x

One tool. Full control. Zero chaos.

< 2 min

Invoice processing

instead of 15–20 minutes

< 2 days

Approval

instead of 5–7 days

0%

Lost invoices

full control

Challenges

What Was Slowing Things Down

Time wasted

Every 5th invoice was lost or duplicated

Bureaucracy

Approving a single invoice could take up to a week — stuck in chats and emails

Human error

Mistakes from manual data entry and VAT confusion

Diagnosis

The Problem

During the document workflow audit, we found:

Documents

  • Invoices arrive via email, messengers, DMs — no single entry point

  • PDFs/scans get lost, duplicated, or surface after payment deadline

  • Details/VAT/line items entered manually → errors and re-approvals

Approval

  • Unclear who is currently approving and why it's stuck

  • Approval can take weeks — no SLA or escalation

  • Decisions made verbally — hard to trace the logic later

Payments & Control

  • Payment deadlines missed → fines, stress, lost supplier terms

  • Duplicate payments or wrong amounts (human error)

  • Can't quickly answer: where did money go this month and who approved it

Sound familiar? Endless spreadsheets, chat threads asking «who approved this?», lost PDFs and the question «did we already pay this?»

Solution

The Solution

Union is an intelligent ecosystem for corporate financial management. We built a tool that automates the entire document lifecycle: from initial upload to final payment and analytics, plus expense management — from receipt upload and verification to analytics.

Upload

Recognize

Approve

Pay

Done

Everything in one window. No Excel. No lost emails.

Features

Key Features

AI Document Parser

Invoice recognition from PDF, Excel, scans, and photos. Automatic extraction of vendor, tax ID, details, line items, amounts, and VAT.

Up to 98% accuracy · < 30 sec per invoice

Smart Approval

Routing by categories and roles. Parallel approvals, notifications via Telegram, email, push. SLA and auto-escalations.

No invoice gets stuck

Project Allocation

One invoice — multiple projects. Line-item distribution with percentages, automatic analytics tracking.

Full VAT Accounting

Rates: 0%, 10%, 20%, no VAT. «VAT included» flag. Line-item and total control.

Accounting Module

Payment date planning, status tracking, attaching closing documents. Overdue reminders.

Unified Expense Dashboard

All company expenses in one place: invoices, accountable funds, data from external systems via API.

Analytics & Dashboards

Interactive reports by projects and categories. Drill-down to invoice line items. Export to CSV, XLSX, PDF.

Seamless Integration

SSO for security and API for connecting external systems.

Workflow

The Process After Implementation

One clear path for invoices, receipts, and expenses — with statuses, owners, and deadlines at every step.

1

Document Intake

Invoices, receipts, and expenses enter the system and are logged as tasks.

2

AI Parsing & Validation

AI agent recognizes 98% of data (tax ID, details, line items, VAT) from photos, scans, PDF, Word, Excel in 30 seconds. Accounting team quickly verifies.

3

Smart Routing

The invoice automatically finds the right manager via role and expense category system.

4

Statuses & Deadlines

At every step it's clear: who's responsible, when's the deadline, what's happening.

5

Payment Planning

After approval, the document enters the payment plan with date and priority.

6

Closure & Analytics

Decision history, documents, exports, and reporting — all in one place.

Impact

Before → After

Manual invoice data entry

AI parser extracts data automatically

«Who should approve this?»

Routing by roles and categories

Invoices lost in chats

Everything in one system with full history

«Did we already pay this?»

Full status and payment tracking

Hard to see where money goes

Analytics by projects and categories

Duplicate invoices and errors

Automatic deduplication

Users

Each Role — Its Own Scenario

Employees

  • Upload an invoice in 3 clicks

  • Track status in real time

  • Notifications on actions

Category Managers

  • Approve from smartphone

  • Comments and return for revision

  • Decision history

Accounting

  • Payment queue with priorities

  • Closing documents in invoice card

  • Automatic reminders

Management

  • Expense dashboard by project

  • Approval SLA monitoring

  • Full action audit trail

Results

Success Metrics

After implementing Union

Metric

Before

After

Invoice processing time

15–20 min

< 2 min

Average approval time

5–7 days

< 2 days

Lost/duplicate invoices

5–10%

0%

Time to find information

30+ min

< 1 min

Let's Work Together

Available for freelance projects, long-term contracts, and technical consulting. Currently based in Vietnam (UTC+7).