Agentic AI

Solution walkthrough

Finance and procurement workflows

Prepare invoice and purchase information, flag missing details and route work through the approvals and business systems your team uses.

Example workflow: Finance, procurement and back office teams.

Discuss this use case

The operating problem

Finance and procurement staff compare invoices with purchase information, resolve missing details and move requests through approvals. Repeated data entry hides exceptions and makes it difficult to see which record or decision is holding up the work.

From input to action

How it works.

  1. 01

    Prepare the information

    Extract relevant fields, identify the supplier and locate associated purchase records. Retain document references so the reviewer can inspect the source.

  2. 02

    Check and explain exceptions

    Compare the records using the agreed rules. Surface missing information, possible duplicates or mismatches with a clear reason for the finance team to review.

  3. 03

    Route for approval

    Prepare the accounting or procurement record and send it through the existing approval process. Record corrections and handoffs while keeping financial authority with the authorized owners.

What we deliver

  • Document and purchase-data integrations
  • Matching and exception review
  • Approval routing and accounting handoff
  • Processing and exception dashboard

What to measure

Agree a baseline and acceptance targets around the operating outcome.

  • Extraction and matching accuracy on reviewed samples
  • Manual handling effort and exception turnaround
  • Approval-cycle time and duplicate-record prevention

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