Agentic Invoice Processing
Read each invoice, match it to the PO and receipt, and post to the ERP with only the exceptions left for AP.
- Invoice capture and OCR
- Three-way PO, GR, and invoice matching
- ERP posting with exception routing
Decisions should not wait on paperwork
Reduce manual document workload. AI agents read each document, extract and validate fields, flag exceptions, and post to your ERP or LOS.
INV-90841.pdf
N
Northwind Supply Co.
INVOICE
INV-908411
- Date
- 12 Sep 2026
- Purchase order
- PO-774312
- Terms
- Net 30 · 12 Oct 20263
- Bill to
- Swarm Foods Inc.
| Item | Qty | Price | Amount |
|---|---|---|---|
| Cold-chain crates | 40 | $120.00 | $4,800.00 |
| Pallet wrap | 60 | $38.00 | $2,280.00 |
| Freight | 1 | $1,352.00 | $1,352.00 |
- Subtotal
- $8,432.00
- Tax
- $676.00
- Total due
- $9,108.004
Extracted fields
INV-908411
PO-774312
12 Oct 20263
$9,108.004
Audit trail
Destination
SAP S/4HANA
Morgan_Application.pdf
H
Harbor Home Lending
LOAN APPLICATION
LA-22817
- Borrowers
- Alex & Sam Morgan1
- Loan amount
- $680,0002
- Property
- 14 Alder Way, Portland3
- Occupancy
- Owner occupied4
| Income evidence | Period | Status | |
|---|---|---|---|
| Payslips | Jan–Mar | Received | |
| W-2 | 2025 | Received | |
| Bank statements | Jan–Mar | Mar missing |
- Employer
- Cascade Health
- Annual income
- $212,400
- Signed
- 8 Sep 2026
Extracted fields
Alex & Sam Morgan1
$680,0002
14 Alder Way3
Owner occupied4
Audit trail
Destination
Encompass
Alloy_Works.zip
A
Alloy Works Ltd.
SUPPLIER REGISTRATION
SR-4410
- Legal entity
- Alloy Works Ltd.1
- Tax ID
- 84-22139072
- Bank account
- Alloy Works Ltd. ···44173
- Payment terms
- Net 45
| Attachment | Issued | Expires | |
|---|---|---|---|
| W-9 | Aug 2026 | — | |
| Insurance certificate | Nov 2025 | Nov 2027 | |
| Bank letter | Sep 2026 | — |
- Contact
- ops@alloyworks.co
- Category
- Metal fabrication
- Insurance
- Valid to Nov 20274
Extracted fields
Alloy Works Ltd.1
84-22139072
Alloy Works ···44173
To Nov 20274
Audit trail
Destination
Oracle Fusion
Document agent
- Read
- Extracted
- Matched
- Checked
- Verified
Everything reconciles: all three lines match PO-77431 and the goods receipt.
Post INV-90841 to the ERP?
$9,108.00NNorthwind Supply
- Read
- Extracted
- Verified
- Checked
- Missing
The file is complete except the March bank statement. Income still verifies from payslips.
Request the March statement?
AAlex & Sam Morgan
- Read
- Verified
- Matched
- Checked
- Screened
All four checks pass. Alloy Works can be created with Net 45 terms.
Create Alloy Works as a vendor?
AAlloy Works Ltd.Net 45
Invoice selected. Ready to post.
Let's trace where your files slow you down
We work it out with your team, step by step. Start from scratch, or with a pilot that never made it into your ERP or LOS.
01Discovery
We find where paperwork slows your teams down and put a cost on each delay.
Use cases that shorten cycle time across every queue
Loan & Mortgage Applications
Turn a mixed file of loan documents into a complete, consistent case the underwriter can decide on in hours.
- Document ingestion and classification
- KYC completeness scoring
- Underwriter routing with audit trail
Insurance Claims
Extract each claim, check the procedure codes, and route it to adjudication with the evidence attached.
- Claims intake and extraction
- Procedure-code validation
- Adjudication routing with CF2 pre-fill
Application Intake
Check every submission against its checklist and eligibility rules and queue the next action for staff.
- Configurable checklists
- Completeness and eligibility checks
- SLA status tracking
Trusted with paperwork that has to be right
85% less analysis time
Financing documents analyzed in minutes
A trained model analyzes early-stage financing documents and cuts manual review errors.
We make sure a person checks anything the AI is unsure of
Source attribution
Every extracted value stays linked to its page and position.
Human-in-the-loop
Uncertain files wait for the named reviewer.
Logging & tracing
Inputs, checks, approvals, and write-backs form one audit trail.
Guardrails & redactors
PII handling and field rules run before model calls.
Identity boundaries
Roles limit who can view, approve, and export each case.
Circuit breakers
Low confidence or service failure stops downstream posting.
More resources
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The Philippine AI Report
A national benchmark of AI adoption across the Philippines. Explore the research, the policy and talent landscape, and comparisons with ASEAN peers—with a roadmap for moving from experimentation to scaled execution.
Scaling AI Across the Filipino Retail Value Chain
A closer look at AI across Philippine retail. Discover opportunities in demand forecasting, logistics, back-office operations, and customer experience—and the barriers retailers must address to put them into practice.
