Finance · Example
Invoice intake and review
Extract invoice information and route exceptions without automating payment approval.
A possible approach to the work—not a client result or a promise of outcomes.
Today
Where work gets stuck
Finance staff read invoices, rekey fields, and investigate mismatches.
With AI in the workflow
What could change
AI prepares structured invoice data and flags unclear fields. Finance staff review exceptions and retain payment authority.
Required inputs
- Permitted invoice documents
- Required field definitions
- Approved vendor and purchase-order references
How the example works
- Receive an invoice through an approved intake channel.
- Extract the required fields with source references.
- Check for missing values and known mismatches.
- Route the record for finance review; do not initiate payment.
People stay accountable
The human decision
An authorized finance employee approves the record and any payment decision.
What to measure
Handling time, extraction correctness, and exception rate on representative documents.
Risks to address
Incorrect amounts, duplicate documents, sensitive information, and payment fraud.
Readiness
A representative document set, known field requirements, and an exception owner.
Typical systems
Document intake and accounting systems. Payment execution is excluded from the base example.