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Case study · FinTech / Payment Processing

AI document intelligence for invoice and bank statement workflows.

OCR-driven agents that read, classify and reconcile invoices and bank statements for a high-risk payments provider, cutting processing time by around 80%.

Client
RevitPay
Industry
FinTech / Payment Processing
Delivery
SaaS document intelligence platform
Capability
Document AI

Results at a glance

~80%less document processing time

The challenge

What RevitPay was up against.

Operating in high-risk payment verticals, finance teams had to reconcile large volumes of invoices and statements by hand, with brittle automation that broke on format changes.

  • Manual data entry from PDFs and scans
  • Automation that broke with format variety
  • Long processing and reconciliation cycles

The solution

What we built.

Skugal built a document intelligence platform whose agents classify, extract, normalise and reconcile financial documents and feed existing payment workflows.

01

Smart ingestion

Upload by dashboard, email or API, with automatic invoice vs statement classification.

02

OCR extraction agents

Textract and Google Cloud Vision extract invoice fields, line items, transactions, balances and references into structured records.

03

Reconciliation insights

Invoice-to-payment matching, reconciliation reports and ERP-ready exports.

04

Serverless scale

Event-driven Lambda processing with fault-tolerant queues for peak loads.

How it works

From input to outcome.

  1. Document upload
  2. Classification agent
  3. OCR extraction agent
  4. Validation & normalisation agent
  5. Reconciliation & reporting agent
  6. Dashboard, export & API

Business impact

What changed.

RevitPay launched a production-grade document platform that reduces overhead and improves financial data accuracy across its payment operations.

Technology

  • AWS Textract
  • Google Cloud Vision
  • AWS Lambda
  • Queue-based async jobs
  • CSV / Excel export
  • ~80% reduction in document processing time
  • Significant drop in data entry errors
  • Faster reconciliation and reporting
  • Real-time visibility into payment lifecycles
Payments move fast. Financial document workflows should keep pace.

Next step

Have a similar challenge?

Tell us about the workflow or product. We’ll come back with an architecture, a delivery plan and where AI agents fit.

ISO 9001:2015 certificate issued to Skugal Technologies Private Limited, certificate number QD-98140/1125

Quality management system

ISO 9001:2015 Certified

Skugal Technologies Private Limited has been independently assessed and found to comply with ISO 9001:2015 for providing quality IT services and software development solutions.

Certificate No.
QD-98140/1125
Standard
ISO 9001:2015
Issued
24 Nov 2025
Valid until
23 Nov 2028
Certification body
Revolutionary Certifications Services (RCS Cert)

Client ID 95268. Validity is subject to annual surveillance audits (next due 23 Nov 2026). Verify at thesasl.co.uk.