Automating invoice and document workflows

The pipeline

Ingest, classify, extract, validate, reconcile, post. Extraction is the part vendors sell; validation and reconciliation are where the value and the risk sit.

Validation checks totals against line items, matches vendor names against master data, and confirms tax identifiers before anything is posted.

The exception queue

Anything that fails validation goes to a queue with the original document beside the extracted fields. Reviewers correct rather than retype, and every correction becomes training data.

Measure straight-through rate

The metric that matters is the share of documents processed without human touch. It starts low and should rise monthly as rules and prompts improve.