We are seeking a hands-on Business Process Automation Consultant to help modernize and automate a highly manual invoice processing workflow for a small manufacturing company. This project will focus on reducing manual data entry, printing, scanning, and document handling by creating an automated process that integrates with QuickBooks Online and Dropbox.
This is a project-based engagement with the opportunity to provide occasional support and maintenance after implementation.
Responsibilities:
- Analyze the current invoice and document workflow and recommend automation opportunities.
- Design and develop automation solutions using Python and related technologies.
- Extract and process key invoice data, including PO/JO numbers and vendor information.
- Automate the movement of information between email, QuickBooks Online, and Dropbox.
- Integrate with QuickBooks Online to streamline invoice processing and job assignment workflows.
- Develop document processing and OCR-based solutions where appropriate.
- Create and maintain workflow documentation and technical documentation.
- Troubleshoot issues, optimize processes, and provide post-implementation support.
Required Qualifications
- Experience developing automation solutions using Python.
- Experience working with QuickBooks Online.
- Experience integrating systems through APIs.
- Experience with workflow and process automation.
- Experience working with document processing, PDF extraction, or OCR technologies.
- Ability to independently assess business processes and recommend automation solutions.
- Strong communication skills and ability to work directly with business stakeholders.
Preferred Qualifications
- Experience automating accounting, invoicing, or financial workflows.
- Experience with Dropbox integrations.
- Experience with Power Automate or similar workflow automation tools.
- Manufacturing industry experience is a plus.