Resolve invoice exceptions without bypassing payment controls

Invoices arrive with mismatched receipts, disputed charges or incomplete purchase-order references. AP staff spend time reconstructing each exception while payment controls must stay intact. A price mismatch, partial delivery and duplicate invoice look alike in a queue but need different treatment. A persuasive explanation can also hide a wrong quantity or legal-entity match.

We build exception support that assembles the evidence and leaves payment decisions with finance.

• The system extracts and verifies invoice fields, then runs deterministic matching against purchase orders, receipts and entity-specific tolerances.
• Order and receipt evidence is attached to each discrepancy. The system classifies the apparent cause and drafts the next internal task or supplier question.
• The reviewer accepts or changes the suggested route, and the accounting system revalidates the record before posting.
• Missing receipts stay missing rather than inferred. Ambiguous duplicates are held for review. An ERP rejection returns the case to its last verified state, and reopened exceptions keep prior reviewer decisions.
• Legal-entity and supplier access, restricted invoice logs and narrow connector permissions are enforced. Inbound supplier messages are treated as untrusted evidence, never as instructions to release payment.

• An exception summary. Amounts, the apparent cause and links to the order, receipt and invoice evidence.
• A suggested owner and task. The next internal task or supplier question, drafted for the reviewer to accept or change.
• A review disposition. The reviewer decision, linked to the invoice record and kept if the exception reopens.

• AP reviews each discrepancy, and procurement confirms delivery facts where needed.
• Authorized finance staff approve posting and payment under the existing separation of duties.
• The assistant cannot change supplier banking details.

ERP matching should remain the primary control for routine invoices. Custom AI fits the surrounding unstructured evidence and handoffs that deterministic matching does not resolve.

• Automate a Back-Office Workflow with Recovery and Reconciliation