Invoice Approval Automation
You shouldn't still be matching POs by hand on Thursday afternoon.
Agents ingest each invoice the moment it lands, match it to its PO, and hand you one clean morning list. You approve; agents prep every entry for posting in your ERP.
~5 hrs/wk back to you · every invoice matched + queued for review the day it lands
HOW IT WORKS
Three steps per invoice.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pull every invoice the moment it arrives.
From your AP inbox, vendor portals, and email — wherever invoices come in. Ingested, coded, and matched to POs overnight; no one re-keys them into your ERP in the morning.
Step 2
Agents match each invoice to its PO. Exceptions come flagged with the reason.
Three-way match runs across invoice, PO, and goods-receipt. What clears is queued for approval. What doesn’t — duplicate, amount mismatch, missing PO — comes with a note explaining what’s off.
Step 3
Your Controller approves the batch. Agents post to the GL.
One morning list, pre-matched, exceptions triaged. Approve the batch in one pass. Reject an individual line — agents re-work it and requeue. Posted to your GL within the hour.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Post any invoice to the GL without your sign-off.
- Approve an invoice above your per-transaction threshold.
- Change a vendor's banking details without a fresh approval cycle.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
PO-less invoices route through your coding rules and approval matrix instead. The match step changes; the approval beat stays the same.
Agents cross-check each invoice against the prior 12 months by vendor, amount, and invoice number. Duplicates land in your review queue — not the approval list.
All four, plus Bill.com, Xero, Intacct. If your AP stack is custom, we integrate to it during setup — no workflow rewrites on your side.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
