Invoice to ledger, without the re-keying
- Challenge
- Invoices arrive as email attachments in a dozen different layouts. Someone opens each one, types it into the finance system, matches it against a purchase order, and chases whatever doesn't line up. Volume rises every quarter; the team doesn't.
- Approach
- Extraction reads the document whatever its layout, rather than depending on a fixed template per supplier. Matching logic reconciles it against the order and the ledger. Confidence is scored on every field, and anything below the threshold stops and waits for a person — with the source document, the extracted values and the reasoning shown side by side.
- Integration
- Reads from the shared mailbox, writes to the accounting system through its API, and posts exceptions into the channel the finance team already works in. No new tool to log into.
- What changes
- The finance team moves from processing to reviewing. Month-end stops depending on how much of the backlog someone managed to clear, and supplier queries get answered from a record that's already current.
Arrives as
Two paths
Confidence is scored on every field. Anything uncertain waits for a person.