From invoice receipt to GL post, without a spreadsheet
Invoices arrive by email, EDI, portal, or paper. Agents extract, match, code, and route them to the right approver — most flow through untouched by human hands.
Invoice processing is where AR/AP teams lose nights and weekends. The mechanical work — data entry, matching, GL coding — doesn't need judgment. Reserve the humans for the exceptions; automate the rest.
The invoice flow
- 01
Extract
OCR plus structured parsing pulls line items, taxes, and metadata — with confidence scores per field.
- 02
Match and code
Three-way match to PO and receipt; GL coding inferred from vendor history and chart of accounts.
- 03
Route or post
Clean invoices post straight through. Exceptions route to the right approver with evidence attached.
Capabilities
Multi-format intake
Email, portal, EDI, paper — all normalized into one workflow.
Vendor learning
The agent learns vendor quirks (formats, GL patterns, tax handling) and applies them automatically.
Duplicate detection
Cross-channel deduplication stops double payments before they're made.
Close-aware
Period close rules are respected; no silent prior-period postings.