Faster Smoother Intake and Closing
Eliminate friction at the very start of the finance workflow by ensuring every incoming email and document is correctly classified, fully understood, and validated before processing. This creates clean, complete handoffs to downstream systems and enables a faster, more controlled period-end close with fewer errors, delays, and surprises.
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Email Classification Agent
Your Intelligent Mail Room Clerk — ensures only the right documents enter the right workflows.
Intelligent email intent detection
Uses email body, subject line, thread context, and attachment signals to classify what each email is trying to achieve — invoice submission, payment query, remittance advice, or noise.
Multi-attachment document understanding
Identifies and roles every attachment (primary invoice vs. supporting documents), cross-references with email context, and provides explainable reasoning.
Extraction integrity at the front door
Validates that all required fields have been extracted according to the client's schema before workflows proceed, with clear fallback paths when extraction fails.
Client-specific schema resolution
Resolves and applies the correct customer-defined document schema, allowing each client to define custom document types and required fields.
Email Context Agent
Your Complete Context Builder — builds a verified understanding of every inbound email so downstream agents start with everything they need.
Reliable metadata foundation
Reads and extracts core document metadata (dates, identifiers, amounts) from every inbound document, turning unstructured files into structured data.
Early integrity filtering
Catches inconsistencies between invoice content and email context — backdated invoices, wrong addressees, date mismatches — before they reach expensive downstream steps.
Complete, verified handoff packages
Runs pre-flight checks on intent, document completeness, and financial data before passing context to downstream agents, eliminating broken handoffs.
Close Management Agent
Your Close Coordinator — orchestrates the AP period-end close reducing late fees, preventing overpayments, and delivering cleaner, faster closes with fewer surprises.
Cut-off management and enforcement
Identifies invoices received before the period cut-off that have not yet been processed, and flags invoices at risk of missing the close deadline — ensuring nothing falls between reporting periods.
Accrual identification and estimation
Detects goods or services received but not yet invoiced (based on PO receipts, recurring vendor patterns, and contract commitments) and estimates accrual amounts, reducing the manual effort of building the period-end accrual schedule.
Close progress visibility
Provides a real-time view of close readiness — tracking unprocessed invoices, outstanding approvals, and reconciliation items — so the finance team can prioritise and escalate before the deadline.
Smart Classification
Ensure every item is instantly directed to the right person with the right authority, using consistent rules and structured escalation paths. This removes manual triage, preserves full context across handoffs, and ensures high-risk or exception cases are always handled by the appropriate reviewer.
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Triage Instruction Agent
Your Intelligent Traffic Controller — routes work to the right person instantly, every time.
Rules-based smart routing
Applies customer-defined assignment rules (expressed in plain English) to route emails by vendor, value, region, or exception type consistently and at scale.
Structured escalation management
Resolves escalation chains based on Delegation of Authority matrices and exception types, so high-risk items always reach the right approver.
Seamless agent-to-human handoffs
Coordinates context transfers between automated agents and human reviewers, ensuring full context is preserved and actions are clearly assigned.
Quickly Validate
Make sure every invoice is accurate, complete, and policy-compliant before it moves any further in the process. By validating calculations, dates, terms, line items, and required fields upfront, you prevent bad data from flowing downstream and enable faster, more reliable reviews and approvals.
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Invoice Validation Agent
Your Quality Control Officer — ensures clean, trustworthy data flows into every downstream process.
Arithmetic integrity gate
Recalculates quantity × unit price, discounts, taxes, subtotals, and totals at full precision, flagging discrepancies with clear reasoning.
Date and term intelligence
Validates invoice dates, due dates, and credit terms for logical consistency, detects date-format ambiguity (US vs AU), and checks payment terms against contracts and master data.
Line-item quality and normalisation
Ensures extracted line items are accurate, normalised, and free of suspicious duplicates — anchoring review to the original PDF.
Completeness validation
Verifies all mandatory invoice fields are present and populated before the invoice progresses.
Policy threshold enforcement
Applies company-defined thresholds to determine approval, documentation, or contract requirements before payment release.
Automated Coding
Automate one of the most manual parts of finance processing by assigning both GL and GST codes accurately, consistently, and with clear reasoning. This reduces coding effort, improves accounting and tax integrity, and ensures invoices are classified correctly before posting, while continuously improving through user feedback and exception handling.
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GL Coding Agent
Your Assistant Accountant — assigns GL codes with explainable reasoning that improves over time.
Intelligent expense classification
Automatically maps invoice line items to the correct GL expense accounts using invoice content, vendor context, and historical patterns, with plain-English reasoning for every recommendation.
Continuous learning through correction feedback
Captures user overrides with justification, reflects changes in the audit trail, and confirms learning so the same mistakes are less likely to recur.
Full accounting integrity
Ensures liability accounts are correctly assigned, capitalisation decisions are properly made, and double-entry integrity is maintained before posting to the ERP.
GST Coding Agent
Your Tax Compliance Specialist — ensures correct tax codes are applied to every line item.
Automated tax classification
Determines GST applicability per line item (GST-applicable, GST-free, or non-claimable) with transparent, audit-ready reasoning.
Independent GST verification
Recalculates GST at both line-item and total level, then cross-checks against the vendor's stated amounts to catch discrepancies before posting.
Exception-driven human review
Auto-codes standard tax items and flags unusual or non-standard tax treatments for human review, so the team focuses only on genuine exceptions.
Match to Your Orders
Ensure invoices are matched accurately to the correct purchase orders so the business only pays for what was actually ordered and agreed. By validating line-level quantities, pricing, and variances against defined tolerances, you reduce mismatches, prevent overpayment, and enable faster, more controlled invoice approval.
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PO Matching Agent
Your Matching Specialist — ensures you only pay for what was ordered at the agreed terms.
Intelligent PO identification
Reliably identifies the correct PO using multiple methods —from direct PO number reference to fallback reasoning — and flags ambiguity when multiple POs partially match.
Preciseline-level compliance
Matches invoice lines to PO lines and checks quantity, unit price, and total compliance— including pre-tax comparisons to avoid tax-driven false mismatches.
Tolerance-aware escalation
Applies client-defined tolerance rules for acceptable variances, auto-matching within tolerance and escalating significant mismatches.
Better Communication with Vendors
Improve vendor communication by handling routine queries quickly, accurately, and within defined policy guardrails. By recognising intent, grounding responses in real workflow data, and only escalating sensitive cases when needed, you reduce inbox workload, speed up responses, and create a more consistent vendor experience.
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Query Management Agent
Your Vendor Communications Specialist — handles routine vendor queries end-to-end.
Intelligent query recognition
Automatically separates vendor queries from invoice submissions and categorises intent (payment status, remittance request, document follow-up).
Context-grounded response drafting
Generates professional, accurate replies grounded in real invoice and workflow data using configurable rules, templates, and governance controls.
Controlled autonomy
Auto-sends replies for routine, low-risk queries while routing sensitive or complex cases to a human review queue with clear inbox state visibility.
Governance guardrails
Defines what data the agent may reference and when it may draft, assign, or send responses — keeping communication under policy control.
