AI agents for invoice processing

The workflow

Matching supplier invoices to purchase orders, extracting line items, flagging exceptions, and routing for human approval.

Suitable agent types

End-to-end agents and specialist document-processing agents combined with your ERP.

Evaluation questions

• Which invoice formats and languages are supported?
• How does the agent handle 3-way match exceptions?
• Is a human approval step enforced?
• How is source of truth maintained in the ERP?

Risks to plan for

• Incorrect coding to GL accounts
• Duplicate payments
• Missed early-payment discounts
• Data leakage across suppliers

Pilot metrics we recommend

• Straight-through processing rate
• Exception rate by supplier
• Cycle time reduction
• FTE hours saved