Reference architectureDocument automation

Document-to-ledger pipeline

01 — The problem
Vendor invoices arrive as PDFs, scans and phone photographs. Two people retype them into the accounting system, and the month closes late because the backlog builds faster than it clears.
02 — What we built
A processing agent extracts line items, tax and vendor identity from each document, matches it against the purchase order and prior history, posts clean records automatically and opens a review task — with the reason attached — for anything outside tolerance.
03 — What changed
The routine majority posts without a human. Finance spends its time on genuine exceptions instead of on data entry.

Technology

Built with

  • Vision + OCR
  • Extraction
  • Rules engine
  • Accounting API
  • Exception queue
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