Pet Supplies Retailer Uses Microsoft AI to Automate Its A/P Processes
Case Study Retail

Pet Supplies Retailer Uses Microsoft AI to Automate Its A/P Processes

Kumo uses Microsoft AI, Power Apps, and SharePoint to turn a manual, Excel-driven A/P process into an automated one.

Client
Multi-location pet supply retailer
Industry
Retail
Locations
14 stores
Process
Accounts payable
Stack
AzurePower AppsSharePoint

At a glance

The challenge
Across 14 store locations, A/P and sales reporting ran on manual processes and competing Excel spreadsheets, and teams couldn't see store-specific financial information.
What we built
An integrated solution using Microsoft AI Form Recognizer, Power Apps, and SharePoint that automates A/P document processing and lets every store manage its own finances.
The outcome
A 44% return on investment, 3,822 hours saved annually, a fully automated A/P process, and clear insight into store sales data.
44%

return on investment

3,822 hrs

saved annually

100%

automated A/P process

01

The challenge

Our client operates 14 store locations. Across all of them, teams had trouble viewing store-specific financial information. Each store followed its own procedures, and tracking and communication took up valuable time. The result was a string of reporting problems rooted in manual, outdated A/P processes managed in Excel.

  • Entirely manual processes to update A/P information and generate sales reports
  • Too many competing Excel procedures and spreadsheets, with many opportunities for error
  • No visibility into store-specific financial and operations data
02

What we built

Kumo built an integrated solution combining Microsoft AI, Power Apps, and SharePoint:

  • AI document processing (Microsoft AI Form Recognizer): significantly reduced the time required to complete A/P processing by reading documents automatically instead of keying them in.
  • Store operations app (Power Apps): gives every store a consistent way to manage its own finances.
  • Central data (SharePoint): brings every store's data together so leadership gains insight into company-wide performance.
03

The results

All stores can now manage their finances independently while the company sees its overall data seamlessly.

  • 44% return on investment
  • 3,822 hours saved annually
  • Fully automated A/P process
  • Key insights into store sales data
Inside the build

What it actually looks like

The operations app where stores review, approve, and sign off invoices before they go to accounting.
Built on the Microsoft stack
Azure
Azure
Power Apps
Power Apps
SharePoint
SharePoint