Overview

A leading global provider of payment card solutions, with an extensive network of issuers, merchants, and customers, sought to transform its invoice processing and expense management experience amid growing operational complexity. Manual reviews, policy validation challenges, and fragmented workflows were impacting efficiency and governance.

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A leading global provider of payment card solutions, with an extensive network of issuers, merchants, and customers, sought to transform its invoice processing and expense management experience amid growing operational complexity. Manual reviews, policy validation challenges, and fragmented workflows were impacting efficiency and governance.

Tech Mahindra implemented an agentic AI-powered automation solution that streamlined invoice processing, enabled intelligent policy validation, and accelerated finance operations. The outcome was a smarter, more scalable, and compliant finance workflow that enhanced both employee and business experiences.

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Industry Challenge

A global payments leader connecting banks, retailers, and cardholders across multiple markets faced mounting pressure to keep invoice processing and expense management accurate and compliant as transaction volumes grew. Key challenges included manual and time-intensive processes, operational complexity, compliance risks, and limited scalability.

Our Approach and Solution

Tech Mahindra deployed an agentic AI-driven invoice automation framework designed to simplify and optimize finance operations:

Intelligent Invoice Processing

Automated document understanding and data extraction reduced manual intervention

AI-Powered Policy Validation

Embedded intelligence enabled real-time policy checks and improved governance

Automated Decisioning

AI-assisted workflows accelerated approvals and streamlined finance operations

Scalable Finance Transformation

A flexible, enterprise-ready architecture supported future growth and evolving business needs

Business and Community Impact

  • Automated approximately 90% of invoice approvals through AI-driven automation
  • Improved employee and finance user experience with faster workflows
  • Strengthened compliance and policy governance through intelligent validation 
  • Enabled scalable, future-ready finance operations