Finance
Invoice Reconciliation
Match invoices to POs and delivery notes automatically.
What the agent does
The agent reads incoming supplier invoices, extracts line items, and matches them against purchase orders and goods receipts. Matched invoices flow straight to payment approval; exceptions route to AP for review.
1
Invoice arrives by email or portal
2
Agent extracts vendor, amount, and line items
3
Agent matches to PO and delivery note
4
Matched invoices sent for payment approval
5
Exceptions escalated to AP with context
Systems
- ERP
- Supplier portal
- Accounting system
Outcomes
- 80% of invoices auto-matched before human review
- Payment cycles shortened by days
- Duplicate payments eliminated
Human governance
The agent runs autonomously within these guardrails. Humans stay in control of exceptions, approvals, and policy changes.
- Exceptions above a threshold require finance manager approval
- All matches logged with confidence score
- Auditors can replay every decision
See this workflow in your operation
Book a Workflow Diagnostic and we will map how this agent fits your systems, approvals, and outcomes.