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
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Use cases
Workflow: AP supplier invoice processingClear workflow filter: AP supplier invoice processing
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
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
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
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