MANUFACTURING - FINANCE OPERATIONS - CLIENT ENGAGEMENT

AP document intelligence: extract invoices, check them against POs, post the clean ones to the ERP, and send the messy ones to people - with an audit trail on every action.

THE WORLD WE WALK INTO

01Thousands of supplier invoices a month as PDFs, scans, and phone photos, typed into an ERP by hand.

02Three-way matching (invoice ↔ PO ↔ receipt) done by eye, so problems showed up weeks late - usually as an angry supplier call.

03Month-end ran longer than it should, and nobody could say exactly why.

HOW WE RUN IT

01Test on a real month of invoices before committing to anything.

02Extract with layout awareness, then validate totals, tax, and PO references. Failures get scored and routed - they never post quietly.

03High-confidence invoices go straight through. Ambiguous ones land in a review queue with the evidence highlighted.

04Posting agent runs under policy (amount limits, supplier allowlists) with an audit log and human approval above thresholds.

WHERE IT LANDS

01Most invoice volume posts without a human touch; the rest get a clear review queue.

02Exceptions show up at ingest, not at month-end.

03Finance can answer who posted what and why in seconds.

TOOLING IN PLAY

Document AI extractionRule-based validationAgent Cloud governanceERP integrationReviewer queue UI

Running something similar?

Book a demo - we scope against your estate and shape a plan that fits how you actually operate.