arXiv:2505.20733cs.AI2025-05被引 10

用AI+文档识别实现报销全流程自动化,效率提升80%以上

E2E Process Automation Leveraging Generative AI and IDP-Based Automation Agent: A Case Study on Corporate Expense Processing

  • 结合生成式AI与智能文档处理,分四步自动识别、分类、纠错和审批
  • 在韩企实测中处理时间减少80%以上,错误率下降,合规性显著提升
  • 适合企业财务、HR等复杂流程自动化,支持持续学习优化

本文提出一种融合生成式AI与智能文档处理(IDP)技术的自动化方法,通过自动化代理实现企业财务报销流程的端到端(E2E)自动化。传统机器人流程自动化(RPA)难以应对非结构化数据、异常处理和复杂决策问题。本研究设计并实施了四阶段集成流程:基于OCR/IDP的票据自动识别、基于策略数据库的项目分类、由大语言模型(LLM)支持的智能异常处理,以及人机协同的最终决策与系统持续学习。在一家大型韩国企业(Company S)的应用中,系统实现纸质票据报销处理时间减少80%以上,错误率降低,合规性提高,并带来准确率与一致性提升、员工满意度上升及数据驱动决策支持等定性收益。系统通过学习人工判断形成良性循环,持续增强自动异常处理能力。实证表明,生成式AI、IDP与自动化代理的有机融合,有效克服传统自动化局限,推动复杂企业流程的全面自动化。研究还探讨了向会计、人力资源、采购等领域的扩展可能性,并提出未来面向AI驱动超自动化的发展方向。

原文摘要 · Abstract (English)

This paper presents an intelligent work automation approach in the context of contemporary digital transformation by integrating generative AI and Intelligent Document Processing (IDP) technologies with an Automation Agent to realize End-to-End (E2E) automation of corporate financial expense processing tasks. While traditional Robotic Process Automation (RPA) has proven effective for repetitive, rule-based simple task automation, it faces limitations in handling unstructured data, exception management, and complex decision-making. This study designs and implements a four-stage integrated process comprising automatic recognition of supporting documents such as receipts via OCR/IDP, item classification based on a policy-driven database, intelligent exception handling supported by generative AI (large language models, LLMs), and human-in-the-loop final decision-making with continuous system learning through an Automation Agent. Applied to a major Korean enterprise (Company S), the system demonstrated quantitative benefits including over 80% reduction in processing time for paper receipt expense tasks, decreased error rates, and improved compliance, as well as qualitative benefits such as enhanced accuracy and consistency, increased employee satisfaction, and data-driven decision support. Furthermore, the system embodies a virtuous cycle by learning from human judgments to progressively improve automatic exception handling capabilities. Empirically, this research confirms that the organic integration of generative AI, IDP, and Automation Agents effectively overcomes the limitations of conventional automation and enables E2E automation of complex corporate processes. The study also discusses potential extensions to other domains such as accounting, human resources, and procurement, and proposes future directions for AI-driven hyper-automation development.

流程自动化生成式AI智能文档处理企业应用

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