AI automation

Invoices ready for review

Extract invoice details. Put exceptions in front of the right person

The working day, reconsidered.

Invoice details arrive in different formats. A finance team needs to check totals, match purchase orders, and handle exceptions before creating records in its ERP.

Connecting the pieces.

Extract invoice fields into a review queue, validate them against business rules, and send approved records to the accounting system.

Download design brief ↓
  1. 1Read
  2. 2Check the fields
  3. 3Review

Invoice #2084 is read. Supplier #042 and amount $1,240.00 are extracted. A missing purchase order is flagged and routed to a person for review before ERP posting.

A person resolves the exception before posting to the ERP.

Behind the interface

  1. Google DriveIncoming invoices
  2. Google Document AIField extraction
  3. Python review workflowChecks and human approval
  4. SAPApproved records

Decisions that matter

Keep the source beside the fields

Let reviewers compare extracted values with the original invoice before approval

Route exceptions deliberately

Flag missing purchase orders, mismatched totals, and uncertain fields for human review

Record approval before export

Keep an audit trail and prevent repeated uploads from creating duplicate ERP entries

What we’d verify

  • Flag an invoice whose line totals do not match its stated total
  • Block ERP export until the required review is complete
  • Resubmit an invoice and confirm it cannot create a second payment record

Ready for handover

Code, configuration, operating notes, and knowledge transfer—agreed as part of the scope

See our delivery approach ↗

Bring us your version of the challenge.

We’ll look at the context, the people and the systems together.

Let’s talk