// Invoice processing
Move invoice details into a reviewable approval queue.
An illustrative document workflow for extracting invoice fields and preparing a checked export, without autonomous payments.
The starting situation
Invoices arrive as attachments with different layouts. Someone retypes supplier details, dates, and totals, then chases approval. This example reduces repeated entry while keeping the original document available for every decision.
The proposed workflow
- Receive the document through an approved channel and assign a source identifier.
- Extract supplier, invoice number, date, currency, and line-item totals.
- Check arithmetic and required fields; flag uncertain text and possible duplicates.
- Route the document and extracted values to the authorized reviewer.
- Export approved data in the agreed format and log the destination reference.
Where a person decides
A reviewer confirms uncertain fields, supplier identity, and changes to payment details. The pilot does not initiate payments or silently create approved suppliers. Tax treatment and unusual documents go to the responsible specialist.
Tools and data
A dedicated inbox or upload form, document extraction, and the accounting system’s supported import. Scanned and digital documents need separate sample checks; unreadable files remain on a manual path.
What a pilot should measure
Compare field accuracy against reviewed documents, handling time, correction rate, and duplicate detection. Measure individual field quality rather than treating every extracted document as correct.
What to bring to an audit
Bring redacted invoices with varied layouts, the required export format, approval rules, and examples of problematic documents. Start with one document type and export only after review.
