Fit
- Repeat document formats
- Defined validation rules
- ERP or accounting destination
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EXTRACT, VALIDATE, ESCALATE
Invoice & Document Processing Automation
Turn incoming invoices and business documents into validated records with source links, confidence thresholds and a review queue for exceptions.
Discuss this workflowArchitecture
- Document intake
- OCR and extraction
- Rules validation
- Exception approval
- System posting and archive
Permissions & ownership
- Restricted document folder
- Write access to staging records
- Approver identity
Limitations
- Poor scans reduce extraction quality
- Accounting approval stays human
- Retention follows source policy
Supported events / actions
- Document received
- Extraction completed
- Mismatch detected
- Record approved
Deliverables
- Field schema
- Extraction pipeline
- Review queue
- Accuracy report