Invoice and paperwork cleanup
We prepare invoices for accounts review by extracting the details, checking them against your records, and separating straightforward matches from exceptions.
How we put it to work
Step 1 of 4
Read the incoming invoice.
We connect an approved inbox or upload location. AI extracts supplier, invoice number, dates, line items, and totals into a consistent draft record.
Your teamResolves unreadable fields and confirms supplier identity.
Step 2 of 4
Check the underlying records.
Matching rules compare the extracted data with purchase orders and receipts. AI explains differences in plain language; possible duplicates are flagged for investigation.
Your teamResolves mismatches and suspected duplicates.
Step 3 of 4
Route the exception.
We send the draft and supporting documents to the appropriate reviewer under your approval rules. Unresolved items remain visible.
Your teamConfirms the coding and approval owner.
Step 4 of 4
Record the approved result.
Where your accounting system supports it, we pass the approved draft into the existing workflow and retain a link to the source invoice.
Your teamAuthorizes payments using existing financial controls.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
