Case 05

Invoice and Purchase Order Verification

The standard case is rarely the problem. The effort comes from the deviations.

Today

Purchasing and finance check invoices, purchase orders, quantities, prices and payment terms across several systems, one invoice at a time.

Who does the work

Today7 of 7 with a human
With workflow1 of 7 with a human
  1. 01Document extraction
  2. 02Line item matching
  3. 03ERP validation
  4. 04Business rules
  5. 05Exception classification
  6. 06Approval of exceptions
  7. 07ERP action
One mark: one work step, in workflow order. Today a person handles each of them.

What it is measured by

  • Share of automatically processed cases
  • Exception rate
  • Cost per transaction

The workflow

  1. Comes in

    Invoices and purchase orders

  2. AI understands

    Line items and their purchase order

    • Document understanding and line item recognition
    • Semantic matching to the purchase order
    • Proposal of the next action

  3. Software checks

    Amounts, tax rates, tolerances

    • Purchase order numbers and supplier IDs
    • Posting rules and permissions
    • ERP action only after approval

  4. Lands with a human

    Only the exceptions

    • Cases where rules or data do not allow a clear decision
    • Prepared, with a proposed next action
Automate the standard. Give humans the exceptions.

More workflow cases

All workflow cases

Selected cases from engineering, finance, purchasing, sales, marketing, support, legal and content.

  • Case 01

    Data capture from approved documents

    Models propose, code decides. Code reads what it can read reliably. AI fills in the rest. The human reviews instead of typing.

  • Case 02

    Articles from Researched Sources

    Not every draft has to succeed. Only what passes the review gets published. AI writes. Rules decide what moves on. Humans set the rules.

  • Case 03

    Social Media Posts for Every Article

    Nobody writes posts anymore. A human decides what a post may do. AI picks and writes. Code checks and posts. A human sets the rules.

  • Case 04

    Inquiries Captured in Conversation

    A form asks what it knows. A workflow rarely fits into the first sentence. The agent asks. Software checks the brief. Only what a human approves is sent.

  • Case 06

    Quote Preparation from Customer Inquiries

    The information for a quote already exists. It is just scattered. AI prepares the quote. The expert makes the decision.

  • Case 07

    Technical Document and Compliance Review

    The review takes expertise. Finding the evidence does not. AI prepares the compliance review. The decision stays with the responsible human.

  • Case 08

    Customer Support → Engineering

    The bottleneck is not the technical analysis, but the missing context. Engineering gets the relevant context before the actual analysis begins.

  • Case 09

    Supplier Comparison in Purchasing

    Every offer arrives in a different format. Comparison starts once they all look alike. AI structures the comparison. The purchasing decision stays with the human.

  • Case 10

    Contract and Order Review

    The goal is not to approve contracts automatically, but to find deviations reliably. AI finds, structures, compares and escalates. Humans decide and take responsibility.

  • Case 11

    Master Data Cleansing and Entity Resolution

    One company, three spellings, two IDs. An exact match will not find it. AI finds candidates. Rules limit the matching. Humans decide when in doubt. Only then does the system write.

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