Finance Automation Portal

Objective

‍Simplify and standardize the contractor invoicing process while providing finance managers with a powerful control dashboard.

Audience

‍Internal Finance Managers and external contractors.

Design & Development Process

‍The design focused on creating a standardized invoicing lifecycle. I designed a centralized, user-friendly interface that allows contractors to submit new invoices and view the status of previous submissions in real-time. For the management side, I built a powerful invoice control dashboard in PowerApps that enables filtering, reviewing, and managing all global contractor expenses in one place.

The technical heart of the project was a Power Automate workflow that automatically tracks submission statuses. I configured this to send scheduled notifications to contractors if their submissions are missing or incomplete, which drastically reduced the need for the Finance Manager to send manual follow-ups. SharePoint was utilized as the backend database to maintain consistency and data integrity.

Outcomes & Achievements

• Significantly reduced administrative overhead by automating the follow-up process.
• Improved payment accuracy and timeliness through systematic validation.
• Provided a "single source of truth" for all contractor expenses, increasing financial visibility.