Products
Invoice Workflow Automation
Reads vendor invoices, checks each line against contract terms, and keeps a history of claims.
Available for demo
Demonstrations are run on sample data.
The problem
Invoices arrive as PDFs in different layouts. Checking every line against the contract by hand takes analyst time, and changes in billing patterns are hard to see.
What it does
- Read invoices
- Recognizes invoice documents and turns them into structured records, including large batches with a combined Excel output.
- Validate lines
- Checks each line against the contract, and checks the lines against the invoice’s own totals.
- Spot billing changes
- Flags charges that jump against a client’s own billing history.
- Draft disputes
- Drafts dispute letters from the lines an analyst marks as disputed.
- Keep an audit trail
- Logs claims and credits as a history that is added to and never edited.
Who it is for
Vendor-management, accounts-payable, and finance operations teams at banks and credit unions.
How it works
Load the invoices and the related contract.
The software reads each invoice and checks every line.
Analysts review the flagged lines and choose which to dispute.