Operations
Event-driven
Invoice Intake & Exception Review Agent
Check invoices before approval.
Check supplier invoices against orders and deliveries, then flag anything finance needs to resolve.
Check Northline Supplies INV-1048 against PO-204 and prepare its approval packet.
- Extract invoice fields and check arithmetic
What it does
Bring the exceptions straight to your finance team.
Check supplier invoices against orders and deliveries, then flag anything finance needs to resolve. Built for accounts payable teams and purchasing approvers.
Read the invoice
Provide the invoice, purchase order, delivery records and existing bills. Supplier history and resolved matching exceptions can make discrepancies easier to explain.
Check supporting records
Check quantities, prices, totals and duplicates, highlighting any mismatch.
Prepare finance review
Get a clear invoice check and the questions or approvals needed before payment.
How it works
Check supplier invoices against orders and deliveries, then flag anything finance needs to resolve. Built for accounts payable teams and purchasing approvers.
- Approved documents and context
- Approved supplier master and independent payment-detail verification policy PO matching and receipt evidence requirements Currency precision, tax treatment and delegated approval thresholds Optional: prior invoices, credit notes and reviewed matching exceptions for the same supplier, to spot duplicate patterns or recurring issues. Optional: purchase-order amendments and receiving notes, to distinguish a real mismatch from an authorised change or partial delivery.
- Spend less time comparing invoice records
- Check invoiced items, prices and quantities against order and delivery records in one review.
- Resolve exceptions before money moves
- See mismatches, possible duplicates and required approvers so Finance can address the outstanding issues before payment.
- Google Drive · Read invoice and receipt documents (read)
- Extract source-linked invoice fields and receipt quantities.
- Xero · Read purchase and bill records (read)
- Resolve approved PO, supplier identity and duplicate invoice references.
- Google Sheets · Read approval policy and tolerances (read)
- Apply the configured currency-specific match tolerance and approver threshold.
- Slack · Draft exception review request (draft)
- Present exact discrepancies to the purchasing or finance owner.
- Human review and permissions
- Purchasing owner resolves quantity and receipt exceptions. Finance independently verifies payment-detail changes and approves the current packet version.
01Gather the context
Bring together the relevant information from Google Drive, Xero, Google Sheets, Slack.
02Check what matters
Check quantities, prices, totals and duplicates, highlighting any mismatch.
03Prepare the result
Per-line invoiced, ordered and received quantities; arithmetic and matching evidence. Ready or held status, specific exceptions, owner requests and proposed draft-bill fields.
04Review proposed changes
Purchasing owner resolves quantity and receipt exceptions. Finance independently verifies payment-detail changes and approves the current packet version.
Integrations
Documents
Google Drive
Microsoft OneDrive
Accounting
Xero
QuickBooks
Structured records
Google Sheets
Airtable
Notion databases
Team chat
Slack
Microsoft Teams
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Catch invoice discrepancies before payment and focus reviewers on the items that need a decision.
- Spend less time comparing invoice records
- Check invoiced items, prices and quantities against order and delivery records in one review.
- Resolve exceptions before money moves
- See mismatches, possible duplicates and required approvers so Finance can address the outstanding issues before payment.
More for operations teams
Meeting Actions Coordinator
Turn meeting notes into clear tasks with owners and due dates for your team to confirm.
Document Intake & Validation
Check incoming business documents for missing details, mismatches and duplicates before they move to the next team.
Receivables Follow-up
Draft polite reminders for overdue invoices after checking recent payments and disputes.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.