Invoice exception resolution
Mismatches prepared for approval
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Retrieves the transaction and supporting documents
Matches invoice, purchase order, receipt, and vendor terms
Applies the configured matching and tolerance rules
Separates resolvable mismatches from exceptions that need judgment
Routes the proposed resolution to the assigned approver
Prepares the correction or approval packet with source records
Works in
NetSuite, SAP, Box
NetSuite, SAP, BoxWhat it does
- Matches invoice, purchase order, receipt, and vendor terms
- Separates resolvable mismatches from exceptions that need judgment
- Prepares the correction or approval packet with source records
Connects to
NetSuite
Pull financials and post entries with approvals.
SAP
Read ERP master data and transactions for analysis.
Box
Read, classify, and file documents with retention rules.
Skills included
- Three-way match
- Exception packet
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.