Invoices arrive through email, attachments and scans.
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INVOICE COMPLIANCE AGENT
AI Invoice Compliance & Approval Archive
Connect invoice intake, OCR, field checks, approval and archiving while preserving originals, versions, hashes and actions.
FIT / BUSINESS ENTRY
Where it fits
Start with a bounded, verifiable workflow and keep human control at critical steps.
Manual entry creates amount, tax-ID and date errors.
Approvals must preserve originals, edits and review opinions.
Exceptions need clear reasons and finance review.
Auditors need retrieval by supplier, project, status and time.
FLOW / CONTROLLED EXECUTION
Core workflow
Six steps connect business input to a reviewable, archived result.
Receive invoices
Ingest invoice attachments and preserve the original message.
OCR extraction
Parse fields from PDFs and scanned documents.
Validate fields
Check amount, tax ID, date, supplier and business rules.
Review exceptions
Route missing fields and risk reasons to finance staff.
Approve and archive
Preserve originals, versions, hashes and approvals.
Search records
Query archives by project, supplier, status and period.
DEMO VIDEO
Sanitized walkthrough
The video shows product capabilities and interaction patterns without exposing client identity or access credentials.
DEMO SCOPE
What to look for
Receives invoice files, parses PDFs or scans, assists field validation and approval, and preserves exceptions and audit-ready records.
- Email attachment intake and task creation
- PDF and scanned-invoice OCR
- Field validation and exception summaries
- Approval, reminders and human correction
AI CAPABILITY
Capability modules
Each module connects back to enterprise data, rules, permissions and human review.
Email attachment intake and task creation
PDF and scanned-invoice OCR
Field validation and exception summaries
Approval, reminders and human correction
Original, version, hash and action-log preservation
DELIVERY BOUNDARY
Recommended first-release boundaries
Make the first release testable and reviewable before expanding integrations.
Controlled boundary
The system assists compliance checks; finance retains final approval.
Controlled boundary
Original files cannot be overwritten, and human edits remain versioned.
Controlled boundary
Acceptance should measure extraction accuracy, exception recall and audit completeness.
VALIDATE WITH YOUR DATA