AI Invoice Automation Demo From inbox to accounts, no data entry.

Four supplier invoices, handled by hand first and then automated. Go step by step and compare.

Illustrative example

A person does every step, one invoice at a time.The system does the steps. A person only decides on the exceptions.

Step 1 of 4 · by handDownload. Someone opens the inbox, the folder or the portal and downloads each invoice.

Step 2 of 4 · by handKey in. They copy the supplier, tax ID, date, net amount, VAT and total into the ERP. One invoice at a time.

Step 3 of 4 · by handCheck. They look for duplicates by hand and compare each invoice with its purchase order.

Step 4 of 4 · by handFile. They save each PDF in its folder. Anything that doesn't match gets set aside.

Step 1 of 4 · automatedCapture. Invoices come in on their own by email, shared folder or supplier portal. Nobody uploads them by hand.

Step 2 of 4 · automatedExtraction. AI reads each invoice, whether it's a PDF, a scan or a photo, and extracts the supplier, tax ID, date, net amount, VAT and total.

Step 3 of 4 · automatedValidation. It checks the total, duplicates, the matching purchase order and that the supplier is set up.

Step 4 of 4 · automatedPosting. Whatever matches is posted to the ERP and filed. Whatever doesn't goes to a person to decide.

  • Supplier AOffice suppliesDownloaded from emailKeyed into the ERP by handChecked by eyeFiled by handArrives by email · PDFData extracted from the PDFEverything matchesPosted to the ERP
  • Supplier BTransportFound in the folderKeyed into the ERP by handChecked by eyeFiled by handArrives via folder · scanData extracted from the scanEverything matchesPosted to the ERP
  • Supplier CMaintenanceDownloaded from the portalKeyed into the ERP by handDoesn't match the orderSet aside, unresolvedArrives via the portal · PDFData extracted from the PDFDoesn't match the orderAwaiting your approval
  • Supplier DRaw materialsDownloaded from emailKeyed into the ERP by handChecked by eyeFiled by handArrives by email · photoData extracted from the photoEverything matchesPosted to the ERP

Result

What your team sees

Fills in at step 4.After doing it by hand.With automation.

Posted
Supplier ASupplier BSupplier DKeyed in one by one.
Supplier ASupplier BSupplier DNo data entry, with the PDF filed.
Pending review
Supplier CDoesn't match the order. It stays set aside until someone picks it up again.
Supplier CThe amount doesn't match the order.Awaiting your approval
History
  • Email
  • Folders
  • ERP
Each piece of data lives somewhere different. To find out what happened, you have to go looking.
Supplier C, from start to finish:
  1. Arrives via the portal
  2. Data extracted
  3. Doesn't match the order
  4. Sent for approval
Your process

Got a process that repeats like this?

We'll tell you where AI fits and where it doesn't.

Let's talk