Invoice processing & approval
Read every invoice, match it to the PO, and route only the exceptions.
Accounts payable is death by a thousand PDFs. Someone opens each invoice, keys the totals, hunts down the matching purchase order, and chases an approver — then does it all again next week.
Hard rules can't read a scanned invoice or tell a duplicate from a legitimate second charge, so everything funnels to a person and month-end close slips.
One trigger, a few steps, and an Agent node making the call a static rule can’t — every step recorded so you can see exactly what happened.
- 1TRIGGEREmail
New invoice lands in the AP inbox
- 2AGENTExtract
Read vendor, line items, totals, and dates from the document
- 3TOOLerp.match
Match against open POs and goods-received records
- 4LOGICBranch
Clean three-way match vs. discrepancy or missing PO
- 5AGENTReview
On a mismatch, summarize the discrepancy for the approver
- 6TOOLerp.post + slack.notify
Queue clean invoices to pay, ping the owner on exceptions
Clean invoices matched and queued with no keying
Only true exceptions reach a human — the rest flow through
Every match and approval recorded for audit and close