This finance team was manually keying roughly 400 vendor invoices a month into their ERP — pulled from PDFs and email attachments, cross-checked against purchase orders by hand, then entered line by line. It was slow, error-prone, and the kind of work that scales badly the moment the business grows.
Nobody wanted a black box, either. Any automation had to be trustworthy enough that finance would actually rely on it — which meant every automated entry needed to be traceable back to the document it came from.
Manual keying time cut by roughly 70% once the agent took the first pass on every invoice.
Every automated entry is logged against its source document — no black-box decisions.
The agent flags anything that doesn't cleanly match a purchase order instead of guessing.
Reads invoices from PDFs and email attachments regardless of vendor layout or format.
Cross-references each invoice against open purchase orders before anything gets written.
Writes matched, verified invoice data directly into the ERP in the format finance already uses.
Anything that doesn't match cleanly is routed to a person instead of being force-fit into a record.
Every automated entry links back to the original document it was extracted from.
Time finance spent keying invoices dropped once the agent took the first pass.
Volume the extraction pipeline now handles routinely.
Every automated record links back to its source document.