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Real Estate D2
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Before

After

D2 Real Estate

AI-powered invoice categorisation and filing

Project info

D2 Real Estate is a leading name in the commercial real estate sector across the Channel Islands.

In handling their commercial portfolios, D2 receives a high volume of supplier invoices linked to various properties and clients. Each invoice must be assigned to the correct building and manager before further action. To reduce friction and error in this workflow, Blue Llama built an AI-assisted automation to handle the classification, naming, and filing of incoming invoices within their existing Microsoft environment.

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The challenge

On average, D2 was receiving about 250 invoices per week. Invoices arrived into a shared Microsoft 365 inbox, mixed in with all kinds of other emails. The team had to manually scan emails to detect actual invoices, download attachments, identify which property and client they belonged to, rename the file, and move it to the correct folder for the relevant property manager to review.

This manual handling consumed approximately five hours per week, and posed risks of misfiling, delays, and inconsistency. As a firm operating across commercial real estate functions, D2 needed a more reliable, scalable approach – one that integrated easily with their Microsoft 365 setup.

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The Solution

The solution integrates seamlessly into D2’s existing Microsoft ecosystem. We used Power Automate to orchestrate the workflow, and AI models from OpenAI / Azure to handle the extraction and decision logic.

This approach offloads both repetitive steps and the “decision making” from human users. It works entirely within D2’s Microsoft 365 setup, with no external databases and no requirement for direct integration with their property management system at this stage.

Here’s what the automated flow does:

The Results

With automation in place, each invoice now processes in under 10 seconds compared to around 90 seconds manually. Across 250 invoices weekly, this equates to saving almost a full working day every week.

The efficiency gains translate into annual savings of approximately £8,000, the project thereby delivering a return on investment in under four months.

Looking ahead, D2 is exploring ways to extend the automation further, including direct posting of invoices into their accounting system for an even more streamlined accounts payable process.


This project has saved us valuable time each week, and we’re excited to expand automation further across our business.
Chris Daniels
Director, D2 Real Estate
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