Agentic Operation / Finance
Invoice to Approved Draft
Supplier invoices arrive as PDFs and scans. Matching each against purchase orders and receipts, applying tolerances and chasing the genuine exceptions consumes most of an AP clerk's day.
The problem
Supplier invoices arrive as PDFs and scans. Matching each against purchase orders and receipts, applying tolerances and chasing the genuine exceptions consumes most of an AP clerk's day.
The agent loop
- Trigger
- A supplier invoice lands in the AP inbox or is uploaded.
- Context
- Purchase orders, goods receipts, supplier master, tax rules and tolerance policy.
- Agent
- Extract line items and totals, identify the supplier, and propose a three-way match with a confidence score.
- Policy
- Quantity and price tolerances, tax treatment and approval limits are enforced by rules, not by the model.
- Human checkpoint
- Finance reviews only invoices that fall outside tolerance or fail to match.
- Action
- Create the purchase invoice as a draft for posting.
Implementation flow
Implementation flow / illustrative
- 01 / ExternalInvoice receivedEmail / Upload
- 02 / AgentExtract lines and totalsDocument intelligence
- 03 / AgentIdentify supplierERPNext
- 04 / SystemThree-way matchERPNext
- 05 / SystemApply tolerance rulesPolicy engine
- 06 / HumanReview exceptionDesk
- 07 / SystemCreate purchase invoice draftERPNext
STATUS / READY — Quantity and price tolerances, tax treatment and approval limits are enforced by rules, not by the model.
- Tools the agent may call
- extract_documentread_purchase_orderread_goods_receiptcreate_invoice_draft
- Systems involved
- EmailERPNextFramework MObject storage
- Framework M DocTypes
- SupplierPurchase OrderPurchase ReceiptPurchase InvoiceFile
Reference architectures are illustrative; production design varies by system landscape, permissions, risk profile, data residency and model choice.
This page, for machines