Cross-sector · Finance
AI for invoice and document processing
Can AI handle our inbound invoices and paperwork?
The challenge
Inbound PDFs and email attachments are keyed by hand, matched by eye, and exceptions surface only at month end.
Prerequisites
- A stable chart of accounts
- Purchase order data accessible to the tool
The approach
- Extract line-level fields with confidence scores rather than a single yes-or-no read
- Auto-post above an agreed confidence threshold, route everything below it to a person
- Reconcile against purchase orders and flag mismatches with the reason attached
- Retire the manual keying step once parallel running proves the threshold
What makes it work
Confidence thresholds are set by your finance lead, not by the vendor's default.
What we would measure
Cost per document
Fully loaded, before and after
Touchless rate
Share posted without human keying
Exception age
Days an unresolved item stays open
Risk position — Limited risk. Financial controls and audit trail preserved.
Baselines are established in your business during the assessment. We publish no borrowed benchmark numbers.
Assess this for our businessRelated use-cases