INVOICE PROCESSING
Autonomous Invoice Mismatch Investigator
An agent picks up each flagged invoice mismatch, gathers the PO, receipt, and vendor history, reasons about the likely cause, drafts a resolution recommendation.
How it runs
The automated pipeline, trigger to output.
- TriggerNew mismatch record created in PostgresPostgres
- ActionGather PO, receipt, and vendor invoice historyPostgres
- LogicReason about likely cause and recommended action
- OutputPost case and recommendation to buyer in SlackSlack
What it does
Goes beyond flagging. For every invoice that fails the three-way match, an agent investigates: it reads the PO, the goods receipt, prior invoices from the same vendor, and any partial-delivery notes, then forms a hypothesis (partial shipment, price increase, duplicate, data-entry slip) and writes a plain-English recommendation for the buyer.
When to use it
Use it when raw mismatch alerts create too much investigation work and you want the agent to do the legwork so buyers approve, dispute, or correct in seconds instead of digging through systems.
How it works
- 1A new mismatch record in Postgres triggers the agent.
- 2The agent gathers context: PO, goods receipt, and the vendor's recent invoice history from Postgres.
- 3It reasons over the variance to classify the most likely cause and confidence.
- 4It drafts a recommendation (approve with note, short-pay, dispute, or request credit).
- 5It posts the case and recommended action to the buyer in Slack with approve/dispute buttons.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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