Automated Invoice Management

September 9, 2025

Client Overview: Siksika Family Services

Siksika Family Services Corporation is a not-for-profit First Nation organization delivering vital health, social, and community programs to members of the Siksika Nation. With a growing number of over 1,000 internal invoices processed each month, the finance department sought a more efficient and reliable solution to handle approvals, minimize manual entry, and ensure alignment with their accounting system.

The client’s invoice approval process was time-consuming and error-prone, relying on manual forms and disconnected systems. Key challenges included:

Manual Workflows: Paper forms and email-based submissions led to delays, duplicate data entry, and increased risk of error.
Limited Tracking & Visibility: There was no centralized way to track invoice status, approvals, or turnaround time.
Inefficient Approvals: Inconsistent processes and reliance on email threads made it difficult for managers and finance staff to stay aligned.
Integration Gaps: Sage Intacct was not connected to the submission process, requiring manual re-entry of data and adding to administrative burden.

We developed a fully digital invoice management platform powered by Microsoft’s low-code tools, tightly integrated with Sage Intacct:

Model-Driven Power App: Created a secure, role-based interface for staff to submit and manage internal invoices.
Automated Approval Workflows: Designed logic-driven approval paths through Outlook and Teams to streamline the review process and eliminate email bottlenecks.
Real-Time Integration with Sage Intacct: Leveraged API connectivity to ensure invoice data was automatically synced, removing the need for manual entry.
Finance Dashboards: Delivered interactive views for finance and administrative users to monitor real-time invoice status, overdue approvals, and process metrics.

The solution modernized the client’s invoice process and delivered measurable improvements across the organization:

Digitized 1,000+ Monthly Invoices through a single, secure system
Reduced Approval Times by automating multi-step workflows
Eliminated Duplicate Entry and improved data accuracy with direct integration to Sage Intacct
Improved Visibility with centralized dashboards and role-based task tracking
Scalable Foundation ready to support future forms, workflows, and finance-related processes