invox Invoice Issuance Launches "File Conversion AI Agent" to Streamline Billing Data Import for Invoice Creation

Invox Co., Ltd. (Headquarters: Shinjuku-ku, Tokyo; Representative Director: Akira Yokoi) has announced the launch of a new feature, "File Conversion AI Agent," for its developed and operated "invox Invoice Issuance" service. This new function automatically converts billing data output from sales management systems and core systems into a format that can be imported into invox Invoice Issuance.

This feature helps streamline invoice issuance operations by reducing manual tasks such as Excel processing and reordering during billing data import.

Background to the Launch of This Feature

CSV files of billing data output from sales management systems and core systems often have different column structures and formats depending on the company. Therefore, when importing data into an invoice issuance system, manual work such as Excel processing and reordering is often required. This challenge has made the data import process a bottleneck in advancing the automation of invoice issuance operations.

To address this, invox Invoice Issuance developed the "File Conversion AI Agent," which uses AI to support CSV data conversion and allows flexible instructions in natural language.

Feature Overview

The "File Conversion AI Agent" is a function that automatically converts CSV files of billing data output from sales management systems into a format that can be imported into invox Invoice Issuance.

Users can instruct the conversion content in natural language, and the AI will automatically generate processes such as:

Column mapping (matching input and output columns)

Row filtering (extracting data based on specific conditions)

Value conversion and formatting (numbers, dates, strings, etc.)

Grouping (integrating multiple rows)

This allows for flexible and efficient CSV processing that previously required manual work or complex settings.

Furthermore, users can review and correct the settings generated by the AI, enabling highly accurate operations tailored to business requirements.

Features

Natural language instructions for data conversion

Simply inputting instructions like "Unify date format to YYYY-MM-DD" or "Exclude specific rows" in text allows the AI to generate conversion rules.

Flexible support for various CSV formats

Existing sales management systems and core systems can be utilized as is, without changing their output formats.

Reduction of manual work and individual dependency

Reduces Excel processing and individual handling, achieving standardization and efficiency of operations.

▽ For details on operations and settings, please refer to the help page below: About the "File Conversion AI Agent" that allows data conversion instructions in natural language

This feature is provided as a standard function for users with a Minimum Plan or higher, without additional charges. There will be no increase in monthly basic fees or usage-based charges for using this feature.

Future Developments

The "File Conversion AI Agent" is currently used for converting billing data during import, but in the future, it is planned to support the import of various master data such as business partner information and user information, as well as the output of journal entry data for accounting systems.

This will further reduce processing and conversion work tailored to different data formats across systems, supporting data integration efficiency and business standardization.

invox will continue to work on further labor-saving and productivity improvement in back-office operations, including billing, through AI-powered feature development.

About invox Invoice Issuance

invox Invoice Issuance (https://invox.jp/send/) is an industry-leading cloud-based invoice issuance system that automates a series of billing operations from invoice creation to sending and payment management. It streamlines billing operations for accounting and sales departments in a wide range of businesses, from sole proprietors to listed companies.

[Key Features]

・Ability to create various documents such as invoices and delivery notes with flexible layouts

・Automated transcription and input by importing PDFs created with sales management systems

・Selection of sending methods tailored to business partners, such as postal mail, email, fax, and SMS

・Integration with online banking for automatic payment reconciliation and sending dunning emails

・Standard compliance with the Electronic Bookkeeping Act and the Invoice System

About Invox Co., Ltd.

Invox Co., Ltd. aims to "brighten the future for children through business" by developing and operating the "invox" series, which enhances business value by utilizing data accumulated through accounting automation. Since its inception, the company has maintained a policy of "not raising prices," providing solutions that anyone can easily use at a low cost, thereby increasing overall societal productivity and aiming for the realization of a prosperous and sustainable society.

[What we aim for]

To brighten the future for children through business

[Our initiatives]

"Increase valuable time, create a prosperous society"

Keep prices low, so everyone can easily use it.