[ AI / ML ]
An AI agent for invoice exceptions
Accounts-payable exceptions triaged, researched and resolved by an agent, with a person approving every payment.
[ The situation ]
A finance team spends much of its week on invoices that fail automatic matching — price differences, missing receipts, duplicate suppliers. Each exception means searching three systems and emailing someone.
[ How we approach it ]
- 01Map the exception types and the steps a clerk takes for each
- 02Build an agent that reads the invoice, checks the purchase order and receipt, and drafts a resolution
- 03Connect it to the ERP and email with read access and draft-only write access
- 04Require human approval for every payment-affecting action, and log each decision
[ What should change ]
- Clerks review prepared resolutions instead of researching from scratch
- Every decision is logged with its evidence
- Exceptions clear faster and the backlog stays down