INVOICE PROCESSING
Agent-Classify Ambiguous Invoice Lines to Budget Categories
Picks up invoice lines that rule-based mapping couldn't resolve, has an agent reason over vendor history and the GL chart of accounts to propose a category with rationale.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled sweep of uncategorized queue
- ActionLoad pending lines and vendor historyPostgres
- ActionAgent proposes category, rationale, confidenceOpenAI
- LogicBranch by confidence score
- ActionFile high-confidence picks with audit rationalePostgres
- OutputEscalate ambiguous lines to controller SlackSlack
What it does
For invoice lines that deterministic rules leave uncategorized, this agent-driven workflow reads the line description, the vendor's prior categorizations, and the GL chart of accounts, then proposes the best-fit budget category with a written rationale and confidence. High-confidence proposals are auto-filed; ambiguous ones are escalated to a controller.
When to use it
Use this as the second pass behind your rule engine, when a meaningful share of lines are messy free-text descriptions that rules can't catch but a reasoning agent can resolve from context.
How it works
- 1A schedule sweeps the uncategorized queue at a set interval.
- 2The flow loads each pending line plus the vendor's historical mappings from Postgres.
- 3An agent reasons over the line and the GL chart to propose a category, rationale, and confidence score.
- 4A branch routes by confidence.
- 5High-confidence proposals are written to the categorized table with the rationale stored for audit.
- 6Low-confidence proposals post to the controller's Slack with the agent's reasoning for a quick approve or correct.
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.