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WORKFLOWS / FINANCE

Resolve invoice mismatches.

Prepare the evidence behind a mismatch so finance can focus on the decision.

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Finance colleagues reviewing an invoice and supporting records. People stay in control
01

ASSESS THE OPPORTUNITY

Understand the work before choosing the solution.

Example answers show how evidence becomes a practical first scope.

BUSINESS QUESTIONWhich invoice mismatches need attention, and who resolves them?
OUTCOME TO IMPROVEClearer evidence. Less exception handling and rework.
FIRST SCOPEPrepare and route invoice exceptions for finance review.

Workflow

Example answer
Finance compares invoices, orders, and receipts.
Readiness gap
Exception ownership varies by team.
Next move
Map the mismatch types and resolution owners.

Data

Example answer
Purchase and supplier records are available.
Readiness gap
Invoice fields and supplier identifiers vary.
Next move
Validate a representative document set.

Controls

Example answer
Posting and payment limits are defined.
Readiness gap
Pilot evaluation and audit evidence are incomplete.
Next move
Agree tests, source references, and review records.
Evidence to bring
Invoice samplesPurchase orders & receiptsSupplier recordsMatching & approval rules
Questions we ask
  • Are invoice fields and supplier records reliable?
  • Are matching rules and duplicate checks defined?
  • Who owns each exception and approval limit?

Before funding a pilot, agree the baseline, available team capacity, cost assumptions, an accountable owner, and the value worth testing.

02

DESIGN THE AGENT FLOW

Make every action and handoff clear.

Know the sources. Limit the tools. Keep useful context. Coordinate the decision.

Know

Invoices, orders, receipts, supplier records, and approved matching rules.

Act

Extract permitted fields, compare records, and prepare an exception.

Remember

Current case context and recorded resolution attempts.

Coordinate

Checks identify the mismatch; finance owns resolution and approvals.

Approved information
DocumentsProcurementERPFinance
  1. 01Invoice received
  2. 02Validate source fields
  3. 03Match approved records
  4. 04Prepare discrepancy
  5. 05Finance resolves
A clear route to a person

Unclear extraction, missing records, duplicate warnings, or a failed lookup go to the responsible reviewer.

See the workflow responsibilities

Gather the source records

Invoices, purchase orders, receipts, and supplier records.

Fields are checked before comparison.

Prepare the discrepancy

AI extracts fields and explains mismatches with source references.

Matching and duplicate rules apply.

Resolve with the right owner

Finance reviews the exception and decides the next step.

An audit trail follows the decision.

Source access follows existing permissions. Requests, retrieved content, and tool outputs are treated as data; they do not grant new permissions. Diagnostic records use approved retention and redact sensitive content.

03

DELIVER WORK YOU CAN USE

From a promising idea to concrete evidence.

01

Intake & exception map

Document sources, field checks, mismatch types, and owners.

02

Evidence review workflow

Traceable comparisons and routing to the right reviewer.

03

Controls & evaluation plan

Extraction accuracy, matching rules, duplicates, and review evidence.

04

Owned enablement roadmap

Preparation, pilot responsibilities, release gates, and support.

MEASURE AGAINST THE BASELINE

Compare field accuracy, duplicate detection, exception cycle time, rework, and reviewer effort with today’s baseline.

04

ENABLE AN OWNED SERVICE

Evidence earns the next step.

A phased plan with an owner and a decision gate at every stage.

  1. 01

    Prepare

    Validate documents, supplier identity, and matching rules.

    Owner
    Finance + procurement owners
    Evidence gate
    Representative records and rules accepted.
  2. 02

    Prove

    Test extraction, duplicates, missing data, and routing.

    Owner
    Delivery + finance reviewers
    Evidence gate
    Quality, traceability, and control criteria met.
  3. 03

    Pilot

    Review prepared exceptions alongside the existing process.

    Owner
    Finance pilot lead
    Evidence gate
    Useful resolution with acceptable reviewer effort.
  4. 04

    Operate

    Assign support, monitoring, audit review, and cost ownership.

    Owner
    Finance operations owner
    Decision
    Release, improve, extend testing, or stop.

Example workflow. Scope, timing, measures, and release decisions are agreed from your company’s evidence and investment priorities.

MOVE FORWARD WITH CLARITY

Start with the workflow that matters.

Bring the current process, a business owner, and the outcome you want to improve.

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