Invoice Validation
47 invoices arrived this morning. 44 posted automatically. 3 need your decision.
The Problem
Your AP team spends 4+ hours every morning processing invoices. Most are routine: same vendors, same amounts, same approvals. But 6% have exceptions: missing PO numbers, price mismatches, new vendors requiring setup. Those exceptions stall everything.
The result? Invoices sit in queues. Vendors call asking about payment status. Early payment discounts expire. And your team is stuck doing data entry instead of managing vendor relationships.
The Automation
Our invoice validation agent connects to your ERP, email, and vendor portals. It reads incoming invoices, matches them to POs, checks for duplicates, and validates amounts against contracted rates.
Intake
Agent monitors email, portals, and shared folders for new invoices
Validation
Extracts data, matches POs, checks pricing, flags exceptions
Escalation
Posts clean invoices automatically. Routes exceptions to AP team with context
What Gets Escalated
- Missing PO numbers - Agent flags invoice, suggests matching PO from vendor history
- Price variances >5% - Escalates with contract terms and approval workflow
- New vendors - Routes to vendor setup process with banking details
- Duplicate detection - Catches invoices already paid or in process
- Tax discrepancies - Flags sales tax calculation errors
Real Results
"We went from 4 hours of invoice processing every morning to 20 minutes of exception review. The agent catches duplicates we used to miss and pays early enough to capture discounts we were leaving on the table."- VP Finance, 200-person manufacturing company
Implementation
Week 1: Connect to your ERP and email. Train the agent on your invoice formats and approval rules.
Week 2: Run in shadow mode: agent processes but doesn't post, you verify accuracy.
Week 3: Go live with auto-posting for invoices above confidence threshold.
See it with your invoices
We'll process 100 of your recent invoices in a demo environment. You'll see exactly what the agent catches.
Book a demo