How Syte Link automated invoice processing in Salesforce, achieving high recognition accuracy and moving to an exception-based workflow at scale.
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Client: Syte Link
Location: Essex
Website: https://sytelink.co.uk/
Solution Overview
Salesforce Components:
Agentforce Sales
Agentforce Service
Custom Objects
Apex
API Integrations (REST/SOAP)
Flow / Process Automation
Integrated Systems:
d.velop (Document Processing)
Sage – (Finance & Payments)
Syte Link is a UK-based provider of waste management and site services coordination for construction and infrastructure projects. They work with a network of subcontractors to deliver services such as skips, portable toilets, and site logistics.
As Syte Link grew, the volume of incoming supplier invoices increased significantly, reaching around 100,000 invoices per year.
At the time, invoice processing was handled manually by a team of three full-time employees. Dext was used to capture invoices, but every document still had to be checked against Salesforce before it could be processed.
This created a number of challenges:
At the core of the issue was a lack of reliable invoice matching within Salesforce. Without that connection, the process remained dependent on manual validation and could not scale effectively.
Working in partnership with d.velop, we implemented a Salesforce invoice automation solution built around d.velop Smart Invoice, Salesforce, and Sage.
The solution focused on replacing manual validation with a system-led process:
The matching logic was designed to handle real operational scenarios:
Once matched, invoice data is written back into Salesforce automatically and passed into Sage for payment processing. An exception-based workflow was introduced, allowing teams to focus only on invoices that require attention.
Since partnering with C24 and implementing the d.velop invoice matching solution, we’ve unlocked true scalability across our invoicing operations. Previously, every additional 2,000 invoices required additional headcount; now, with over 90% of invoices automatically processed and matched, our capacity has increased by up to 10x without increasing resource.
The automation has also transformed our turnaround times, with 90% of invoices now matched and approved within days of receipt, compared to 20-30 days previously due to workload constraints.
This improvement not only drives operational efficiency but also delivers a direct financial benefit, accelerating approvals and positively impacting our bottom line.
The implementation of Salesforce invoice automation has transformed how Syte Link processes supplier invoices. Syte Link now processes between 3,000 and 3,800 invoices per month, with the majority handled automatically through the matching engine.
Across most suppliers, order number recognition rates range from 90% to 97%, enabling high levels of straight-through processing. Where recognition is lower, the causes are clearly understood:
This has led to a fundamental shift in operations:
Previously, three full-time staff were required to process invoices manually, often working on invoices that were more than 30 days old. Today, the majority of invoices flow through automatically, with effort focused only on exceptions. The outcome is a more efficient and scalable process:
Many organisations using Salesforce still rely on manual processes for invoice handling. This case highlights when automation becomes critical.
In these scenarios, implementing Salesforce invoice automation can significantly improve efficiency, accuracy, and scalability.
Salesforce invoice automation refers to the process of automatically capturing, matching, and processing invoices within Salesforce using integrated tools and AI-driven recognition.
Invoice matching connects supplier invoices to Salesforce records such as sales orders, using identifiers like order numbers, supplier data, and invoice values.
Automation becomes valuable when invoice volumes increase, manual effort grows, and processing delays impact operations.
If your team is still handling invoices manually or struggling with disconnected systems, we can help you design a more efficient, scalable approach.
From invoice automation and system integration to broader process optimisation, we work with businesses to reduce manual effort, improve accuracy, and give teams better visibility across their operations. Whether you’re dealing with growing volumes or simply want to get more out of Salesforce, we’ll help you take a practical next step.