Business Systems
Invoices & Documents
Stop retyping invoices. Only the odd ones need a person.
Arrives asA fileInvoice, form, scan
ThenA checkAgainst your records
Odd onesA personThey still approve
Before and after
Most of this work is checking, not deciding.
SituationBefore
Every file is typed in by hand
People spend hours checking papers that mostly look the same.
- Someone retypes invoices and forms into the finance system.
- Mismatches hide in email instead of one list.
- Approvals are scattered, so it is hard to see who signed what.
ResultAfter
People only see what does not match
Files are read, checked, and only mismatches wait in a list.
- The file is read and the fields are pulled out first.
- Checks run against the finance system you already use.
- A person reviews only the mismatches — and still owns the money decision.
The steps
How it works
Inbox or folder
File arrives
Invoices and forms land in one queue instead of sitting in someone’s email.
How we change the work
What changes, what people still do, and which tools.
What we change
The process, not a chatbot demo
AI reads the file, pulls out the numbers, checks them against your finance system, and sends mismatches to a person.
Where people stay
People still decide the hard bits
People still approve the odd cases and own the money decision.
Tools involved