01 · AI Agents
Finance and Invoice Agent
Reads invoices and receipts, matches them, and prepares the entries for your approval.
AI Agents
Finance and Invoice Agent
Reads invoices and receipts, matches them, and prepares the entries for your approval.
Showing 1 of 10
- 1Capture
- 2Extract and validate
- 3Match
- 4Route for approval
- 5Post and report
What We Do for You
- Capture invoices from mailbox, portal and scans.
- Extract and validate the line detail.
- Match against purchase orders and deliveries.
- Prepare entries and payment runs for your authorisation.
- Flag duplicates, anomalies and changed bank details.
How this is bought: Available as an assessment, a defined project, or a monthly managed service. Build an estimate for your case.
Our Approaches Explained
Invoice capture and extraction
Supplier, date, totals, tax and line items read automatically.
Three-way matching
Order, delivery and invoice agreed before anything is prepared for payment.
Duplicate and anomaly detection
Catching the invoice paid twice, or the amount that does not fit the pattern.
Approval routing
Authority limits enforced, with an audit trail on every approval.
Bank-detail change control
Any change to payee details is held for verified confirmation.
The Standards We Work To
Accounting system APIs (Xero, QuickBooks, Sage, Odoo)Purchase-to-pay controlsSegregation of duties
We follow the structure and controls these standards describe. We do not claim to be certified against them - where you need a formal certificate, we prepare the evidence and an accredited body performs the audit.
What You Get
- Capture pipeline
- Extraction and validation rules
- Matching configuration
- Approval workflow
- Exception and anomaly report
Invoices captured without re-keying89%
Matched before payment preparation97%
Bank changes held for verification100%
These are the areas clients most often ask us to improve. Your project sets its own targets, measured and agreed with you.