DOCUMENTS & FINANCE
Move invoices through the process with less manual handling.
A practical workflow for collecting invoices, capturing the details your team needs, checking them against your rules and routing exceptions for review.
Talk through this processTHE CURRENT PROCESS
Where time
gets lost.
Invoices arrive in different formats. Someone saves attachments, retypes supplier and invoice details, checks totals, looks up purchase orders and follows up when something is missing.
A workflow shaped around your rules
A tailored workflow can collect documents, extract selected fields, validate required details and pass clean records to your finance system. Unclear or mismatched information goes to a person with the issue highlighted.
HOW IT COULD WORK
From incoming work
to a clear next step.
Illustrative workflow. The exact steps depend on your process and software.
- 01Collect invoices from agreed email inboxes or folders
- 02Read the fields needed for your process
- 03Check totals, required fields and reference data
- 04Send valid records onward and route exceptions for review
PRACTICAL BENEFITS
Make the work
easier to manage.
- Less repeated data entry
- More consistent checks before records move forward
- Clear visibility into items that need attention
- A review step for uncertain or unusual documents
AI-assisted extraction can help with varied layouts. Validation rules and human review remain part of the design.
START WITH YOUR PROCESS
Let’s see where
the friction is.
Share what your team handles today. We’ll talk through the process and what a sensible next step could look like.
Tell us what you’d like to improve