Invoice Control Agentic AP workspace
Demo sandbox Policy v1.0

Freight forwarding operations

Incoming invoice verification

Extract invoice data, validate it against ERP accruals and route exceptions with a complete evidence trail.

Local demoData stays in this browser
Load scenario
1

Invoice and ERP context

Paste extracted invoice text or upload a text export. OCR would run before this step in production.

ERP accrual tool response
Control tool results
2

Decision and evidence

Not processed

Ready for verification

Run the supplied scenario or edit the invoice and ERP data first.

Controlled agent architecture

AI assists. Deterministic services decide.

The extraction agent cannot post an accrual or release a payment. Every financial action remains traceable to source data, a policy version and the required approval level.

01IngestEmail, portal or API
02ExtractOCR and field mapping
03VerifyERP and control tools
04DecideVersioned rules
05AuthorizeMaker-checker payment run

Decision precedence

  1. Reject or escalateCompliance issue, zero accrual base or variance above 10%
  2. Flag for reviewMissing data, mismatch, unverified surcharge or variance from 3% to 10%
  3. Auto-approveVariance at or below 3%, matched documents and cleared controls

Payment safeguards

  • Final duplicate-payment check
  • Supplier and bank-detail verification
  • Approval matrix and maker-checker control
  • Immutable source and decision audit trail
  • New bank details never auto-approved
Primary target50%less manual handling time
Guardrail0increase in incorrect approvals
DiagnosticReason codesmanual overrides grouped by cause