Use caseInvoice and supplier operations
Invoice exceptions, cleared before the payment run.
When an invoice does not match, an agent takes the case. It checks the order and receipt, chases the supplier for what is missing, and clears the invoice for payment.
How it works
From a mismatched invoice to a cleared payment.
- 01
Comes in
An invoice arrives by email or the supplier portal. The agent reads it and matches it to the purchase order and goods receipt.
/match└ INV-3391 · supplier email› PO-7720 · GRN-1043 found› unit price £12.40 vs £11.90✦ £250 over PO · case opened - 02
Worked across teams
It asks the supplier for a credit note or missing document, follows up until they reply, and checks with procurement when the order changed.
/chase› credit note requested · day 1› reminder sent · day 3› procurement confirms PO price‖ over £1,000 · needs AP approval - 03
Closed with evidence
Once the documents line up, the invoice is cleared for the next payment run with the match and correspondence attached.
/clear✓ credit note CN-118 · £250✓ three-way match passed✓ queued for Friday run✓ supplier told
Systems
Works across your ERP, inboxes and supplier records.
Agents read invoices, orders and receipts where they live and act only within the approval limits you set.
- SAP
- Oracle
- Sage
- Xero
- QuickBooks
- Gmail
- Supplier portals
- Google Drive
- Payment runs
- Wise
- Stripe
- Slack
- Jira
Security and governance
for every agent action.
Agents act only within the permissions you set, pause for approval on high-risk steps and log every action with its evidence. No AI training on your data.
Read moreScoped permissions
Decide which systems, actions and limits each agent can use. Nothing happens outside that scope.
Human approval
Set approval points for high-risk steps. Agents pause and route the decision to the right person.
Full audit trail
Every action is logged with what was done, why, and the evidence behind it, ready for audit.
Certified security
SOC 2 Type II, GDPR and PCI DSS. AES-256 encryption at rest and TLS in transit.
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