How Laka Eliminated Manual Invoice Routing Across Six Entities
A tech-enabled insurance company replaced a fragile, single-person-dependent invoice routing process with an AI agent that identifies, routes, and labels every invoice automatically.
220
emails processed per month
245
attachments handled per month
110
emails routed per month
7-10
hours saved per month
Background
Laka is a tech-enabled insurance company with a small finance team managing a shared finance inbox receiving a high volume of invoices and other emails every day.
The Problem
Invoices were landing daily across multiple entities — each one had to be manually opened, read, and identified to determine which of the six entities it belonged to.
Once identified, it then had to be manually forwarded to the correct Spendesk inbox for that entity — a time-consuming process repeated for every single invoice.
Direct debits required a different routing workflow to standard invoices, adding an extra layer of manual judgement.
The process was largely dependent on one person — creating a vulnerability whenever cover was needed.
Everything else landing in the inbox was noise, adding to the time burden of finding and actioning what mattered.
The Solution
Numra built a bespoke inbox automation agent for Laka's finance inbox that handles:
Automatic identification of invoices and determination of the correct entity across six different companies.
Routing of each invoice to the correct Spendesk inbox automatically.
Separate routing logic for direct debits.
Labeling of processed emails so the team retains full visibility over what the agent has actioned.
Filtering of irrelevant emails so only what matters gets attention.
The Results
220
emails processed per month
245
attachments handled automatically per month
110
emails routed automatically per month
7-10
hours of manual finance work saved every month
Testimonial
"Invoices were landing and we had to hand check each one to check the entity and then forward it to the appropriate inbox. Routing is now automatic, and we don't have to rely on manual checks or tribal knowledge."
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