Project

Validation Automation and Reporting

Tecnova automated invoice validation and monthly report production by integrating a reader into the CRM and a centralized database, then standardizing filing in Drive.

2026
AI Solutions

See the brief All projects for Transglobe Logistique

Overview

THE BRIEF.

Transglobe was facing a critical challenge: validating the match between invoices and internal data while producing reliable sales reports every month. The whole process required a lot of manual handling, with a risk of errors and a significant loss of time. Our goal was therefore to automate financial data validation and structure report production to improve the reliability and speed of operations. We integrated directly into their CRM a reader capable of analyzing received invoices and comparing amounts with existing data. At the same time, we designed a centralized database that made it possible to automatically generate monthly sales reports from the collected data. Finally, we automated the filing of invoices and reports in their Drive, ensuring clear and uniform organization. Results • Significant reduction in human errors • Time savings on administrative tasks • Quick access to structured and reliable reports • Better overall visibility into performance

Context

In 2026, Transglobe Logistique had to balance invoice validation with internal data tracking while preparing monthly sales reports. These tasks relied on a lot of manual handling, which slowed administrative operations. The reliability of the information depended on repeated checks and constant effort to maintain consistent organization. The team looked to structure its data and speed up report production without adding complexity to its processes.

The challenge

The main challenge was validating the match between the invoices received and the data already available internally. Manual comparisons increased the risk of errors and made it harder to standardize checks from one month to the next. At the same time, producing sales reports required compilation and formatting work, with a reliance on scattered files. It was also necessary to ensure uniform document filing to make searching and tracking easier.

The solution

Tecnova integrated directly into the CRM a reader capable of analyzing received invoices and comparing amounts against existing data, in order to support financial information validation. A centralized database was also designed to bring together the collected data and automatically generate monthly sales reports, reducing consolidation steps. Finally, the filing of invoices and reports was automated in their Drive to maintain a clear and uniform structure. This approach helped reduce human errors, free up time on administrative tasks, and make it easier to access structured and reliable reports.