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Preisser Solutions
Case Studies/HG Oil Holdings
AI Document Processing • Back-Office Automation

HG Oil Holdings — 75% Less Manual Invoice Handling

An AI assistant trained on the company's vendor data and approval workflows extracts, categorizes, and routes any invoice format in seconds.

75%
Manual invoice time eliminated
40+ hrs/wk
Staff hours redirected
0
Additional admin hires needed
Any format
Document ingestion
01
75%
Manual invoice time eliminated
02
40+ hrs/wk
Staff hours redirected
03
0
Additional admin hires needed
04
Any format
Document ingestion
Before

Office staff spending 40+ hours a week reading invoices.

Before the build, office staff at HG Oil Holdings were spending 40+ hours per week manually reading invoices, categorizing line items, dispersing them to the right cost centers, and chasing down approvals.

Invoice volume was growing beyond what existing staff could absorb. The next step was hiring another admin — pure overhead in a function that was already a bottleneck.

What we built

An AI trained on the company's vendors, approvals, and financial structure.

Preisser Solutions built an AI assistant trained on HG Oil Holdings' vendor data, approval workflows, and financial structure. Staff upload an invoice — any format — and the system extracts vendor info, line items, totals, and GL codes in seconds.

From there, the assistant categorizes the expense, flags anomalies, and routes the invoice through the right approval chain. Staff time on manual reading and data extraction dropped to near zero, freeing the team for higher-priority work and removing the need to hire.

Specifications

How invoices flow through the system.

AI extraction engine trained on the company's vendor data and approval workflows

Accepts any invoice format — PDF, scanned image, Word, Excel, email attachments

Extracts vendor, line items, totals, and GL codes in seconds

Auto-categorizes expenses against the company's financial structure

Anomaly flagging on unusual amounts, vendors, or line items

Approval routing automation — invoices land with the right approver

Extraction surface

  • Vendor identification across known and new vendors
  • Line-item parsing with quantities, prices, and descriptions
  • Total, subtotal, and tax extraction
  • GL code assignment via learned mappings

Operational handoffs

  • Auto-categorization against the company's chart of accounts
  • Anomaly flagging — out-of-pattern amounts, vendor mismatches
  • Approval routing based on amount thresholds and cost centers
  • Exception queue surfaces low-confidence extractions for human review
Results

Outcomes the engagement actually produced.

Result 01
75%
Reduction in manual invoice handling time

Time spent on manual invoice handling dropped by 75% across the back-office team.

Result 02
100%
Manual reading eliminated

Manual reading and data extraction was eliminated entirely — staff no longer key invoices by hand.

Result 03
0
Additional admin hires required

The additional administrative hire that would otherwise have been required to keep up with volume was prevented.

Result 04
40+ hrs/wk
Staff time freed for higher-priority work

Over 40 hours per week of back-office staff time was redirected from invoice processing to higher-value operational work.

Tech stack
AI document extractionVendor-aware training setApproval routing engineAnomaly detectionGL-code learned mappingException queue for human review

Drowning in invoices and about to hire another admin?

Preisser Solutions builds AI document processing systems trained on your vendors and your approval chain. Scoping begins with a conversation about your volume and your accounting stack.