Invoice Agent
Verifies supplier invoices against purchase orders, contracts, and freight rates.
Checks incoming supplier and freight invoices against purchase orders, goods receipts, and contract terms, then flags discrepancies and routes exceptions to the appropriate owner. Covers price, quantity, billing, and contract clause deviations across procurement and logistics workflows.
- +60–80 pts
PO touchless rate
Most PO-backed invoices get matched, approved, and queued for payment without anyone touching them.
Matches invoice lines to POs and goods receipts
Compares line-item prices, quantities, and payment terms on each supplier invoice against the corresponding purchase order and goods receipt recorded in the ERP.
Checks invoices against contract terms
Reads agreed prices, rebates, volume discounts, surcharges, indexation clauses, and payment terms from the contract management system and flags any invoice line that deviates from them.
Verifies freight charges against carrier rate cards
Checks carrier invoices against agreed rate cards and estimated freight costs in the ERP, identifying billing errors and rate violations before payment is issued.
Routes exceptions to the assigned owner
Calculates the financial impact of each discrepancy and writes the flagged exception to the ERP or workflow system, directing it to the relevant buyer, category manager, or logistics contact based on invoice type and deviation type.
- Trigger
Matches invoice lines to POs and goods receipts
Compares line-item prices, quantities, and payment terms on each supplier invoice against the corresponding purchase order and goods receipt recorded in the ERP.
- Step 1
Checks invoices against contract terms
Reads agreed prices, rebates, volume discounts, surcharges, indexation clauses, and payment terms from the contract management system and flags any invoice line that deviates from them.
- Step 2
Verifies freight charges against carrier rate cards
Checks carrier invoices against agreed rate cards and estimated freight costs in the ERP, identifying billing errors and rate violations before payment is issued.
- Resolution
Routes exceptions to the assigned owner
Calculates the financial impact of each discrepancy and writes the flagged exception to the ERP or workflow system, directing it to the relevant buyer, category manager, or logistics contact based on invoice type and deviation type.
Overcharges caught before payment
so that the business does not fund billing errors, carrier rate violations, or contract deviations, reducing financial leakage across freight and supplier spend.
Exception routing without manual triage
so that buyers, category managers, and logistics teams receive only the disputes that need their judgment, instead of reviewing every invoice line themselves.
- Read/write access to the ERP
- Connects to the ERP (e.g. Infor LN/M3/CloudSuite, Microsoft Dynamics 365, IFS Cloud, or SAP S/4HANA) to read purchase orders, goods receipts, agreed carrier rates, and estimated freight costs, and to write back flagged deviations and reconciliation status. Without this connection the agent cannot perform invoice matching, freight verification, or contract checks.
- Inbound invoice feed
- Receives supplier and carrier invoices in structured form from the accounts payable inbox, EDI gateway, or invoice capture platform (e.g. Basware, Tungsten, Tradeshift). The agent cannot process or match invoices it has not received in a machine-readable format.
- Contract and rate card repository
- Reads negotiated contract terms, including agreed prices, rebates, volume discounts, surcharges, payment terms, indexation clauses, and carrier rate cards, from the contract management system (e.g. Icertis, Coupa Contract Management, or a document store connected to the ERP). The invoice-to-contract verification use case has no reference data without this access.
- Dispute and exception routing access
- Writes flagged exceptions, calculated financial impacts, and dispute records to the workflow or ticketing system used by buyers and category managers (e.g. ServiceNow, the ERP workflow module, or an AP automation platform such as Coupa or Basware). Without write access here, flagged items cannot be routed to the correct owner for resolution.