PR-01Active
Document AI
Extracts invoice header and line-item data from any format. Learns your vendor formats over time.
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.
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 invoice processing 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 automates invoice processing
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-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 invoice processing agents work
- 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 invoice processing 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 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.
- Stage
- Discovery to production · 4 weeks
- Deployment
- Cloud · On-premise · Hybrid
- Governance
- Audit trail on every action
- Sheet
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