Case Study: Procure-to-Pay (P2P) Audit Process Automation

A Power Query-based automation initiative designed to improve audit readiness, efficiency, and standardization in invoice processing operations.

📌 Overview

🏢 Background

In Procure-to-Pay (P2P) operations, audit sampling often requires reconciliation of invoice data across multiple enterprise systems. Manual validation and threshold-based audit selection can become time-consuming, repetitive, and difficult to scale as transaction volumes grow.

This project was developed to streamline audit dataset preparation through automation, reducing manual effort and improving consistency in audit selection.

⚠️ Problem Statement

The earlier audit preparation workflow relied heavily on:

• Manual reconciliation of multiple data sources
• Spreadsheet-based validation and filtering
• Manual threshold application for audit scope
• Repetitive data matching and enrichment

🚧 Challenges

• High manual effort and dependency
• Longer preparation turnaround time
• Inconsistent audit coverage
• Risk of missing threshold-based invoices
• Limited scalability for high-volume operations

🎯 Objectives