Hard Close - Easy

This is the Meridian Group Apps Portal, where you will create your API key and see your uploaded invoices in ClearLedger.

https://pathfinder.automationanywhere.com/challenges/training/PathfinderSummit2026/Hard_Close/web/index.html

This is the link to the control room you will be performing all hands on activities within.

https://aa-community.cloud.automationanywhere.digital/

Your session's build is in Bots/BAA/Hard Close/1_Easy_MatchGame.

Steps:

1. Navigate to the Meridian Group Apps Portal.
2. Create an account by entering any username and password.
3. From the apps homepage, click ClearLedger to open the invoice portal.
4. Navigate to Account Settings under Workflows, then API Keys.
5. Enter a descriptive key name in the key name field and click Create Key.
6. Copy the API key and store it somewhere safe.
7. Download the zip file with the invoices from this link.

Before creating a private learning instance, we run the process using a public learning instance to see what the expected output may look like.

Steps:

1. Navigate to BAA > Hard Close > 1_Easy_MatchGame > Easy_ClosingProcess.
2. Click Run to start the process.
3. In the UploadInvoice form, click Browse to choose one of the downloaded invoice files.
4. In the API Key field, paste the API key generated in the app portal.
5. In the Learning Instance field, enter:

   PathfinderSummit_2026

Steps:

1. Navigate to AI > Document Automation.
2. Click Create New at the top right corner to create a new learning instance.
3. Enter a descriptive name and make sure the following details are set:
   • Document Type: Invoices
   • Language: English
   • Provider: Automation Anywhere (pre-trained)
   • OCR Provider: ABBYY
4. Toggle Process Document Using to Cloud Extraction.
5. Enable Improve accuracy using validation.
6. Enable Generative AI-driven data extraction and select OpenAI GPT.
7. Click Next.
8. Enable the following fields in Form fields:
   • invoice_number
   • invoice_date
   • po_number
   • receiver_address
   • ship_to_address
   • total_amount
9. Click Show unused fields to select additional fields, and enable the following fields:
   • receiver_phone
   • remit_to_address
   • vendor_address
   • vendor_name
   • vendor_phone
   • vendor_tax_id
10. Select Bank Account Number. In the field properties pane on the right, select Optional under Required.
11. In Table fields, click Show unused fields and then enable unit_of_measure.
12. Click Create to create the learning instance.

Steps:

1. Navigate to Bots/BAA/Hard Close/1_Easy_MatchGame/Easy_ClosingProcess.
2. Click Run to start the process.
3. In the UploadInvoice form, click Browse to choose one of the downloaded invoice files.
4. In the API Key field, paste the API key you generated in the app portal.
5. In the Learning Instance field, enter the name of the learning instance you just created.

Notes:

• A CSV with the extracted details is downloaded to C:\Temp.
• The uploaded invoice also appears in the ClearLedger portal as pending.