INVOICE PROCESSING
AI Agent that Investigates and Resolves Match Exceptions
For each invoice-match exception, an agent pulls context from the PO, receipt, and vendor history to diagnose the root cause and either propose a resolution or assign it…
How it runs
The automated pipeline, trigger to output.
- TriggerNew exception row created
- ActionGather PO, receipt, vendor historyPostgres
- LogicDiagnose root cause and confidence
- LogicSplit auto-resolvable vs. needs-human
- OutputAnnotate fix or assign reviewer in LinearLinear
What it does
Applies an investigative agent to each exception instead of just queuing it. The agent gathers the PO, the goods receipt, prior invoices from the same vendor, and any notes, then reasons about why the numbers diverge, for example a partial shipment, a known price increase, or a duplicate submission, and recommends a next action.
When to use it
Use this when your exception queue is full of items that take a human ten minutes of digging to understand. The agent does the digging and hands the reviewer a diagnosis and a recommendation, not a raw mismatch.
How it works
- 1A new exception row created in the queue triggers the run.
- 2The agent retrieves the linked PO, goods receipt, and recent vendor invoice history from Postgres.
- 3It reasons over the evidence to classify the likely cause and confidence level.
- 4A logic branch separates high-confidence auto-resolvable cases from those needing a human.
- 5Resolvable cases are annotated with the proposed fix; ambiguous cases are assigned to a reviewer in Linear with the full investigation attached.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect LinearIssues, projects, cycles, triage.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.