How Origin took its finance inbox off the team's plate

Background

Origin's finance function manages a high-volume shared inbox across multiple entities, covering accounts payable, supplier statements, remittances, employee expenses and internal requests.

The Problem

• Nearly 1,000 emails and 2,500 attachments landing every week: invoices across several entities plus statements, remittances, expenses and internal requests.
• Every invoice had to be manually opened, identified and routed to the correct destination.
• Supplier statements, remittances, expenses and travel requests all landed in the same inbox, each one triaged and actioned individually.
• Month-end was the pressure point: the team was already stretched and the inbox kept piling up.

The Solution

Numra built a bespoke inbox agent that handles:

• Invoice routing to the correct destination based on entity.
• Filing of invoices, statements, remittances and expenses into separate folders.
• Auto-replies to misdirected travel requests with a direct link to the correct submission form.
• Routing of emails addressed to specific team members.

The Results

• 46,000 emails a year (3,800 a month) processed without a person opening them first.
• 120,000 attachments a year handled automatically.
• 820 replies a month sent on the team's behalf.
• 80 hours a month, half an FTE, returned to the finance team.
• Month-end runs with no inbox backlog.