Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
The problem today
Every month, staff open hundreds of invoices and type the supplier, amount, and due date into the accounting system. Every supplier uses a different layout, so checking for typing errors takes time too.
The workflow in Kitewell
- Add invoices from the inbox folder to a batch sheet and extract their textAutomatic
- AI reads the supplier, amount, and due dateAI judgment
- Check the amount against purchase order dataAutomatic
- Accounting reviews and approves invoices with differencesApproval
- Record the invoice in the accounting systemWeb
What AI does
Reads supplier, amount, and due date from invoices in any layout. For each value, you can see the part of the invoice it came from.
Where people decide
Staff check only invoices that do not match the purchase order and fields read with low confidence, then approve the entry.
Features used
What a PoC checks
- Whether the needed fields are read correctly from each supplier's layout
- Whether the matching rules against purchase orders fit your process
- Whether to record entries through the screen or an API
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
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