Organised invoice intake
A route for invoice attachments and supporting records, with tracking for missing information and possible duplicates.
Finance document workflow
Prepare invoices for a clearer approval decision.
Organise incoming invoices, extract key details and gather supporting information for the person who approves the accounting handoff.
The scope
What this work gives you.
A reviewable invoice record
Extracted supplier, date, amount and line information presented with the source and any validation concerns.
Approval preparation
The agreed evidence and exception notes routed to the approver before an authorised accounting handoff.
Illustrative workflow
Put the invoice and its evidence together
An invoice arrives in a shared mailbox. The workflow extracts the fields, checks for a similar invoice and looks for the agreed supporting reference. It prepares a review item that includes the original document and highlights discrepancies. An approver decides how the exception should be handled.
Getting started
Bring the work into the conversation.
Bring sample invoices, the approval matrix, accounting software and the evidence required before an invoice can proceed. Include credits and disputed invoices in the assessment.
The free 30-minute AI audit is an introductory call. Any detailed assessment, build or support engagement is scoped and quoted separately.
Explore the software catalogue
Common questions
Answers before we start.
Do we need to replace Dext or our accounting software?
We first assess the tools you already use. A custom workflow may coordinate intake and approvals around them if the required connections are supported.
Can AI detect every duplicate or incorrect invoice?
No. Checks can flag likely issues, but quality depends on the source records and matching rules. The workflow must show uncertainty and preserve human review.
Related work
Find the right next step.
Start with one conversation
Bring one workflow. Explore the next step.
A free 30-minute call to understand the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.