INVOICE PROCESSING
AI agent that investigates suspected duplicate invoices
When a new invoice can't be cleared by exact-match rules, an AI agent reviews paid history for near-duplicates (split bills, renamed vendors, rounding) and recommends pay, hold…
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice failed exact-match check
- ActionPull vendor's paid invoices from PostgresPostgres
- ActionAgent reasons over near-duplicate signalsOpenAI
- LogicMap confidence to pay / hold / reject
- OutputSend recommendation and rationale to SlackSlack
What it does
Handles the gray-area cases exact matching misses. When a new invoice arrives without a clean match, an agent reads the invoice and the vendor's prior paid invoices from Postgres, reasons about fuzzy signals (same work split across two invoices, a vendor renamed mid-relationship, totals off by tax or rounding), and produces a recommendation with a written rationale for a human to act on.
When to use it
Use this when your duplicates are not byte-identical and rules alone produce too many false negatives or noisy false positives. The agent adds judgment where a deterministic check stalls.
How it works
- 1An invoice that failed exact-match checks triggers the agent.
- 2The agent pulls the vendor's recent paid invoices from Postgres.
- 3It compares line items, amounts, dates, and vendor aliases for likely overlap.
- 4A logic step maps its confidence to pay, hold, or reject.
- 5The agent drafts a rationale explaining the suspected duplicate.
- 6The recommendation and reasoning are delivered to the AP reviewer in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.