SHEET 01Use CaseAutomated Invoice Processing

Automate invoice capture, data extraction, and three-way matching

Extract line items, PO numbers, and payment terms from invoices in 90+ formats. Auto-match against purchase orders, flag discrepancies, and route for approval — 85% straight-through processing.

Get a demo See all use cases

Financial Services
Manufacturing
Logistics & Supply Chain
Retail
Finance & Procurement
Document AI
Agentic BI

85%reduction in manual invoice processing

2.1 daysaverage invoice-to-pay cycle (vs. 7-10 days)

3.2%early payment discount capture rate

$2.40cost per invoice (vs. $8-12 manual)

SHEET 02The ChallengePROBLEM

The challenge

Finance teams manually process invoices from dozens of suppliers in different formats. OCR errors require manual correction. Three-way matching (PO, receipt, invoice) is slow and error-prone. Invoice exceptions (missing data, duplicate amounts, PO mismatches) bottleneck approval workflows. Paper invoices are scanned manually. Processing takes 5-7 days; early payment discounts are missed. High invoice volume during month-end strains teams.

SHEET 03The SolutionASSEMBLY

How assistents solves it

assistents Document AI extracts invoice data from 90+ formats (PDF, email attachment, scanned image, EDI). The system reads vendor name, invoice number, amount, line items, due date, and GL codes with 99%+ accuracy. Integration with your ERP or accounting software (SAP, NetSuite, Xero) auto-matches invoices to POs and receipts. Exceptions are flagged for human review with clear action items. Compliance rules (tax codes, spending limits, approval routing) are enforced automatically. Real-time reporting shows invoice aging and payment status.

PR-01Active

Document AI

Extracts invoice header and line-item data from any format. Learns your vendor formats over time.

PR-02Active

Workflow Agent

Performs three-way matching, enforces approval routing, triggers payment when approved

PR-03Active

Data Analyst Agent

Monitors invoice aging, calculates DSO, identifies duplicate invoices, flags fraud patterns

SHEET 04How It WorksPIPELINE

How it works

Deployment sequenceActive

STEP 01Capture invoice
Invoice arrives via email, portal, or EDI. assistents automatically extracts it from attachments or scans paper.

STEP 02Extract data
Document AI reads vendor, amount, line items, due date, GL codes. Detects and corrects OCR errors.

STEP 03Match to PO
System matches invoice to purchase order by vendor, amount, and line items. Flags mismatches automatically.

STEP 04Route for approval
Invoice routes to appropriate approver based on amount, vendor, and GL code. Approval is digital.

STEP 05Process payment
Upon approval, invoice is forwarded to accounting. Payment is scheduled and recorded. Vendor receives ACH notice.

5 steps deploy to production in weeks

SHEET 05Measurable OutcomesMEASURED

Measurable outcomes

85%reduction in manual invoice processing

2.1 daysaverage invoice-to-pay cycle (vs. 7-10 days)

3.2%early payment discount capture rate

$2.40cost per invoice (vs. $8-12 manual)

SHEET 07Related Use CasesCATALOG

UC-01

Customer Service Automation

Deploy AI agents that resolve tier-1 support requests end-to-end — across chat, email, and messaging channels — with full context from your CRM, knowledge base, and order history.

Conversational AgentsVoice AI

UC-02

Employee IT & HR Helpdesk

Automate internal support for IT tickets, HR policy questions, benefits inquiries, and onboarding tasks. Agents pull answers from internal wikis and escalate to the right team when needed.

Conversational Agents

UC-03

Intelligent Lead Qualification

AI agents engage inbound leads in real time, qualify them against your ICP criteria, enrich contact data, and route high-intent prospects to the right rep — before they bounce.

Conversational AgentsAgentic BI

UC-04

Patient Intake & Clinical Triage

Automate patient registration, insurance verification, and symptom-based triage. Agents collect structured intake data, flag high-acuity cases, and route patients to the right care pathway.

Conversational AgentsDocument AI

UC-05

Student Enrollment & Academic Advising

Guide prospective and current students through enrollment, course selection, financial aid applications, and academic advising — 24/7, across web and mobile channels.

Conversational AgentsDocument AI

UC-06

Voice-Powered Customer Support

Replace legacy IVR trees with natural voice agents that resolve calls end-to-end. Sub-200ms latency, real-time sentiment detection, and seamless handoff to human agents when needed.

Voice AIConversational Agents

SHEET 08Sign-offREADY

Ready to see this in action?

Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.

Get a demo Explore platform

Stage: Discovery to production · 4 weeks
Deployment: Cloud · On-premise · Hybrid
Governance: Audit trail on every action
Sheet: 8 of 8 · Use Case