Extract supplier, invoice number, dates, amounts, tax and line detail from PDF and e-mailed invoices into the AP system, with low-confidence fields sent to a person for review.
- Impact:High
- Ease:High
Use-case directory
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Filter by area, industry, impact and ease. Cross-industry use cases appear under every industry. Highest impact first, then easiest.
Use cases
Pause likely duplicates before posting by comparing supplier, amount, date and invoice number, including near matches such as reformatted numbers or resent PDFs. A person decides every paused invoice.
- Impact:High
- Ease:High
Rank overdue accounts each morning by balance, days past due, payment history and dispute status, so collectors start with the cash most at risk. Collectors can reorder with a reason.
- Impact:High
- Ease:High
Send scheduled reminders at set points before and after the due date using approved templates, pausing automatically for disputed invoices and accounts with a promise to pay.
- Impact:High
- Ease:High
Read remittance advices and bank references, match receipts to open invoices, and post confident matches; partial, short or unidentified payments go to a person.
- Impact:High
- Ease:High
Match bank transactions to ledger entries daily using amount, date and reference rules plus learned patterns, leave unmatched items for review, and produce the reconciliation for sign-off.
- Impact:High
- Ease:High
New vendors enter their own tax, bank and contact details through a secure portal. The system checks the tax ID, verifies the bank account, screens sanctions lists and looks for duplicates before anyone touches the ERP. AP reviews one clean record and approves it. The vendor is created automatically, with every check on file.
- Impact:High
- Ease:Medium
Automated tests run over every transaction, not a handful of spot checks. They look for risky journal entries, users with conflicting access, unexpected vendor master changes and payments that skipped approval. Each exception goes to its owner with the evidence attached.
- Impact:High
- Ease:Medium
Classify invoices that fail two- or three-way match (price, quantity, missing receipt) and route each to the right buyer or receiver with the likely cause, so exceptions are resolved rather than parked.
- Impact:High
- Ease:Medium
Flag supplier bank-detail changes and invoices carrying new or different bank details, using signals such as a recent change, an unusual country or a mismatch with the supplier record. A person verifies by call-back.
- Impact:High
- Ease:Medium
Check each invoice against spend policy before it reaches the approver (contract terms, PO requirement, split invoices below thresholds, restricted categories) and attach the findings for the approver.
- Impact:High
- Ease:Medium
Classify incoming disputes by reason (pricing, quantity, service, billing error, missing PO) and route each to the team that can resolve it, with the invoice and contract details attached.
- Impact:High
- Ease:Medium
Propose recurring and variable accrual amounts from contracts, open purchase orders, prior periods and late invoices, with the basis shown for the accountant to accept or change.
- Impact:High
- Ease:Medium
Compare intercompany balances and transactions between entities, identify mismatches by cause (timing, FX, missing entry) and propose correcting entries for the entity accountants to agree.
- Impact:High
- Ease:Medium
Score manual journals for unusual features (rarely used accounts, round amounts, late or out-of-hours posting, self-approval) and send the highest-risk ones to the reviewer with the reasons shown.
- Impact:High
- Ease:Medium
Suggest the general ledger account, cost center and tax code for non-PO invoices from past coding for the same supplier and description. The processor accepts or changes each suggestion.
- Impact:Medium
- Ease:High
Route each invoice to the approver set out in the approval matrix, send reminders, and escalate to a logged delegate when the approver is unavailable. Rules-based, with no AI decision.
- Impact:Medium
- Ease:High
Prepare follow-up e-mails that reference the specific invoices, earlier correspondence and any promise to pay, for the collector to edit and send.
- Impact:Medium
- Ease:High
Pick up promises to pay from call notes and customer e-mails, record the amount and date against the account, and prompt follow-up when the promised payment does not arrive.
- Impact:Medium
- Ease:High
Track every close task with owner, due day and dependencies, and alert owners when an upstream task is late so that the critical path is visible during the close.
- Impact:Medium
- Ease:High
Prepare period-on-period and budget variance explanations from ledger detail, sub-ledgers and known events, for the account owner to verify and edit before they reach management.
- Impact:Medium
- Ease:High
Each month the system pulls closed actuals and the latest pipeline, headcount and usage drivers. A model builds a driver-based baseline forecast for the coming year and a half and writes a first pass at variance commentary. FP&A reviews the baseline, adjusts what the model cannot know, and publishes. The team spends its time on judgment, not spreadsheet plumbing.
- Impact:Medium
- Ease:Medium
Answer routine supplier questions on invoice and payment status from AP system data, and hand anything involving disputes, bank details or exceptions to a person.
- Impact:Medium
- Ease:Medium
Compare supplier statements with the AP ledger to find missing invoices, unused credit notes and payments the supplier has not recognized, and propose reconciling items for review.
- Impact:Medium
- Ease:Medium
Propose period-end accruals for goods and services received but not yet invoiced, using open receipts, purchase orders and supplier billing patterns. The accountant reviews and posts.
- Impact:Medium
- Ease:Medium
Group resolved disputes each month by cause, product, customer segment and billing source, and highlight the upstream fixes that would prevent the largest share.
- Impact:Medium
- Ease:Medium
Suggest the likely customer and invoices for unidentified or partially matched receipts, using payer name, amount patterns and open balances, for an analyst to confirm.
- Impact:Medium
- Ease:Medium
Respond to routine customer requests for invoice copies, statements and payment confirmation from ledger data, and hand disputes, credit requests and contact changes to a person.
- Impact:Medium
- Ease:Medium
Prepare roll-forwards and gather support for balance sheet reconciliations from sub-ledgers and prior periods, flagging unexplained differences for the preparer.
- Impact:Medium
- Ease:Medium
Collect reconciliations, journal approvals, checklist completion and review sign-offs into one indexed pack for close sign-off and audit requests, flagging missing items.
- Impact:Medium
- Ease:Medium
Before sign-off, check that every task is complete, reconciliations are signed, flagged journals are reviewed and key balances are within expected ranges, and summarize open items for the controller.
- Impact:Medium
- Ease:Medium
Recommend accounts for escalation, agency referral or write-off review based on age, contact history, dispute status and customer status, with the supporting history attached for the approver.
- Impact:Medium
- Ease:Low
Generate monthly amortization journals for prepaid software, insurance and other contracts from a maintained register, replacing spreadsheet calculations.
- Impact:Low
- Ease:High