Financial Efficiency Transformation with AI and Power Platform

With the goal of driving AI adoption and optimising key financial processes, Dunas Capital trusted Itequia to conduct an initial consultancy to identify high-value opportunities within Microsoft 365 and the Power Platform.

From this analysis, two strategic initiatives were prioritised: automating the invoice process and implementing financial dashboards with Power BI.

Although Dunas Capital already had Microsoft 365 and some teams had attended internal training, questions remained about how to launch an AI-based digitalisation plan and how to identify use cases with real impact.

During the consultancy carried out by Itequia —which included training sessions, functional analysis and a prioritisation (trade-off) exercise— two key challenges were identified for the financial area. 

1) Reducing the operational burden of invoice management

Invoices were received daily by email and processed manually:

• • Data extraction in Excel
  • Handling of complex tax scenarios (income tax withholding, multiple VAT rates…)
  • Final entry into the Ares system

This process was time-consuming, error-prone and made traceability difficult.

2) Achieving an analytical, consolidated and reliable view of the financial area

Reports were compiled manually from scattered data, making it difficult to access up-to-date KPIs and slowing down decision-making.

The need was clear: reduce manual work, improve data accuracy and equip the finance department with tools to scale its efficiency.

​​Based on the prior analysis, Itequia designed and implemented two complementary solutions built on Microsoft 365 and the Power Platform.

Intelligent Invoice Automation Process

​An end-to-end solution was built using SharePoint Online, Power Automate and AI Builder, capable of handling multiple invoice types and specific business rules.

​Structured document repository in sharepoint

• • Unified library organised by year and month.
  • Master lists of clients and suppliers to enrich information.
  • Improved order, traceability and audit readiness.

Automated processing with power automate

​When an invoice is uploaded to the repository:

• • ​Key data is extracted using AI models.
  • The corporate Excel file used for accounting is completed automatically.
  • Rules are applied for complex tax scenarios (income tax withholding, multiple VAT rates, special dates…).ç
  • Low-confidence fields are flagged for selective review.

This approach drastically reduces manual effort and standardises the process.

​Ai models tailored with ai builder

• • Use of the standard invoice recognition model.
  • Additional training with custom models adapted to Dunas Capital’s process.
  • Quality control through confidence scores.​

The result is more accurate data extraction and a significant reduction in errors.

Financial Dashboards with Power BI  

The second project focused on giving the finance team a clear, consolidated and up-to-date view of operations through a Power BI-based analytics system.

The dashboards allow filtering, comparing and drilling down into key business indicators, providing an immediate view of the financial situation. For the first time, the management team can access up-to-date information in real time without relying on prior processing by the finance team, accelerating strategic decision-making.

​A project aligned with the area’s needs

To ensure the solution met the department’s exact requirements, Itequia carried out:

• • A joint analysis to validate KPIs, metrics and data sources.
  • Construction of the data model and dashboards.
  • Documentation and training needed to ensure adoption and evolution.

The result is a modern, reliable and scalable reporting system that allows the finance team to work with consolidated data and make decisions based on up-to-date information.

Technology