Mapped to their sheet
CRM columns on the first drop — no cleanup on their side.
Data entry case study
Invoice backlog cleared with two-pass QA
Dummy wholesale team: a six-week invoice pile became a weekly SLA batch.
4,200
Invoices cleared
99.6%
Accuracy (sample)
48 hrs
Turnaround
Weekly
Now ongoing
The story
What the client was facing
Analysts were typing invoices from PDFs and scans. A six-week pile sat in a shared folder. SKU typos hit stock. There was no SLA — the previous vendor said “as soon as we can.”
How our services saved time and cost
Dummy outcome: about a day a week returned to the AP team. They stopped a more expensive “urgent capture” contractor and reduced stock errors from bad codes. The backlog cleared, then a cheaper weekly batch replaced fire drills.
How we automated the process
Data entry services: mapped to their CRM columns, two-pass QA on IDs and amounts, an exception log for bad scans, and import-ready CSV. They loaded the file; we never guessed production access.
What you get
What we delivered
Sample data-entry outcomes. Replace volumes with yours.
Two-pass QA
IDs, amounts, and dates got a second review.
Exception log
Illegible scans flagged, not guessed.
Backlog then batch
Six-week pile first, then a standing weekly SLA.
Secure copies
Working files limited to the engagement; deleted on request.
Import-ready CSV
They loaded; we did not touch production.
Why this engagement
The challenge
Dummy backlog reasons — edit before publishing.
Analysts typing invoices
Dummy AP team lost a day a week to capture.
PDF and scan mix
Vendor portals and paper in the same box.
Launch spike
Volume doubled for a month; they needed a capacity cap.
Wrong SKU codes
Silent typos hit stock. Critical fields needed extra review.
No SLA
Previous vendor said “as soon as we can.”
Keep it out of the live system
They imported after a spot-check. We never guessed access.
How we work
How the engagement ran
Discover
Mapped the outcome, sources, and who would own the file after handover.
Propose
A written plan, timeline, and price before any build started.
Build
Short sprints with working files the client could review weekly.
Test
Real close / reporting scenarios with the people who run the process.
Handover
Documentation, a walkthrough, and access their team kept.
Support
A defined window for fixes as the data or team changed.
Client stories
What clients say
We stopped losing a full day every week to invoice typing. Exceptions are flagged, not buried.
They matched our CRM columns on the first drop.
Turnaround stayed predictable when volume doubled.
Help centre
Frequently Asked Questions
Dummy volumes?
Yes. Change 4,200 and 99.6% in admin to your real numbers.
Related service?
/services/data-entry/ is the offer page. This is the story page.
Can this stay a one-off?
The dummy story starts as a backlog and becomes weekly. You can describe either.
Live system access?
This sample assumes CSV/Excel delivery only.
Have a backlog that should not sit with your analysts?
Share the format, volume, and deadline. We will confirm capacity and a written SLA.
Contact us