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Automations Invoice Processing

Invoice Processing

An AI workflow that captures invoices from email/portals, validates against purchase data, routes approvals, and posts to your ERP —complete with audit trails and exception handling.
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Touchless AP —
from inbox to ERP with human-grade accuracy

  • Multi-format OCR + document AI (tables/line items)
  • SLA timers, reminders, batch approvals
  • Vendor/IBAN/KYC checks; duplicate detection
  • Dashboards: liabilities, aging, exception heatmap
  • Currency & VAT handling, multi-entity/company

What it does

  • Smart capture — Reads PDFs/images/HTML, extracts header/line items, taxes, currencies, payment terms; validates supplier identity.
  • 3-way/2-way match — Compares to POs/receipts or contracts; flags price/qty/tax variances with thresholds.
  • Approval routing — Auto-routes by amount, cost center, GL, project, or region; handles delegates and out-of-office.
  • Coding & posting — Suggests/auto-fills GL, cost center, project, VAT; posts to ERP on approval.
  • Exceptions — Creates cases for duplicates, missing POs, mismatched bank details, or policy breaches.
  • Audit & compliance — Immutable logs, document links, and exportable trails for audits.

Metrics

  • Cycle Time
  • Straight-Through Processing (STP) Rate
  • First-Pass Yield
  • Exception Rate By Reason
  • Touch Time Per Invoice
  • Early-Pay Discounts Captured
  • Duplicate/Overpayment Prevention.

Security

  • Role-Based Access
  • PII/IBAN Redaction
  • Encryption In Transit/At Rest
  • Audit Logs
  • Configurable Retention
  • GDPR/DPA

Recommended playbooks

Sources

  • Vendor master
  • PO/GRN data
  • contracts
  • approval matrices
  • FX/VAT tables

Works with

  • Email inboxes/AP portals
  • ERPs (NetSuite, SAP, Microsoft Dynamics, QuickBooks)
  • procurement (Coupa, JAGGAER, Precoro)
  • storage (Google Drive, SharePoint)
  • Slack/Teams for approvals

Implementation plan (30‑day pilot)

Connect & map
(week 1)

  • Hook email/drive inboxes
  • map vendors, GL, tax codes, and approval rules.

Validate
(week 2)

  • Run on historical invoices
  • tune field extraction, matching, and variance thresholds.

Go live (guardrails)
(week 3)

  • Auto-code + routed approvals
  • post only on high-confidence matches.

Optimize
(week 4)

  • Expand vendors
  • raise STP thresholds
  • inalize dashboards & SLA alerts.
Start a pilot sprint

Outcomes you can expect

  • Faster cycle time (days → hours)
  • Lower cost per invoice & fewer manual errors
  • Straight-through posting for clean cases; clear queues for exceptions
  • Real-time visibility into liabilities and cash flow

Price & packaging

  • Pilot (30 days) with success criteria.
  • Standard: capture + coding + approvals.
  • Pro: 2-/3-way match, vendor validations, multi-entity, analytics.
  • Enterprise: SSO/RBAC, custom workflows, on-prem/private VPC, SLAs.
Start a pilot sprint
Try the chat demo on our homepage or request a private preview with your redacted docs.

Example flows of our automation

PO invoice (clean)

Capture → 3-way match → auto-code → auto-approve/post.

Non-PO invoice

Capture → policy checks → route to owner → approve/post.

Exception

Duplicate or bank mismatch → open case → notify AP & vendor → resolve → post.

Share your ERP, approval matrix, and top exception types

We’ll propose a 30-day pilot with clear KPIs and a go-live plan.
Start a pilot
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