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Accounting and finance
AI invoice and document processing agent (IDP)
OCR + AI workflow that reads invoices, extracts line items, allows human verification and exports to the accounting or ERP system.
Challenge
Accounting and admin teams manually read PDF invoices and images, then retyped data into accounting or ERP. Slow, repetitive and error-prone. The same information was entered dozens of times per month.
Solution
- Users upload files or drop them into a dedicated folder — the workflow picks up new documents automatically.
- AI extracts header fields AND line items, not only top-level metadata.
- Verification UI: the original document side-by-side with structured data; the user corrects values and assigns tax rates, warehouses, projects or other tags.
- The system remembers repeated mappings — once a user maps a vendor item to an account, future invoices from the same vendor are pre-filled more accurately.
- Export to accounting, ERP, Excel or another compatible format.
Results
- Less manual data entry.
- Fewer human errors.
- Faster invoice processing.
- Line-item level accuracy.
Approved metric
Up to 80% time saving on primary invoice data entry in suitable workflows.
Our approach
Document AI / IDP pipeline + verification UI + mapping memory + ERP export. A human stays in the loop as the control point before export.
Best fit for
- Accounting teams and finance departments.
- Companies processing high volumes of purchase invoices.
- Shared service centres (SSC).
Facing a similar challenge?
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