AI & AGENTS · AP INVOICE AGENT

The AP agent that reads every invoice before you do.

Extracts, matches, and flags, so your AP team spends its day on exceptions, not data entry.

THE JOB

What used to take a person half a day.

Now takes the agent a few minutes, the parts that need judgment still land on a desk.

The manual version

  • 1
    Invoices arrive by email, PDF, EDI, even fax.Someone retypes header and line data into the ERP by hand.
  • 2
    Three-way matching means three screens open at once.PO, receipt, and invoice cross-checked manually.
  • 3
    Exceptions surface late.Usually when a supplier calls chasing payment.
  • 4
    Coding mistakes show up at month-end.Not at the point they were made.

What the agent does

  • ✓
    Reads the invoice, whatever format it arrived in.Extracts vendor, PO number, lines, tax, and totals.
  • ✓
    Matches it against the PO and the goods receipt.Automatically, inside Business Central or F&O.
  • ✓
    Flags anything that doesn't line up.Price variance, quantity variance, missing PO, routed to a person.
  • ✓
    Posts only what's clean.Nothing gets approved without a match or a sign-off.
SCOPE

What it touches, and where it stops.

The disqualifier is the point, an agent that quietly overreaches is the one you can't trust.

What it touches

  • 1
    Inbound invoice capture.Email inbox, supplier portal, EDI feed, or a scanned PDF.
  • 2
    PO and receipt matching in Business Central or F&O.Line-level, not just header totals.
  • 3
    Tax and coding validation against your chart of accounts.Checked against how you've actually configured it, not a generic template.
  • 4
    Exception queues and audit trail.Every decision the agent makes is logged and reviewable.

What it can't do

  • 1
    Approve a payment run on its own.A person still releases funds, always.
  • 2
    Decide policy on a genuine price dispute.It flags the variance; a buyer or controller resolves it.
  • 3
    Onboard a new vendor without a person.Master data changes route to whoever owns vendor setup.
  • 4
    Fix a PO that was wrong at source.Garbage in still needs a human to sort out.
HOW IT FITS

Five steps, most of them invisible.

Your AP team only sees the ones that need them.

01

Capture

Invoice lands in the inbox, portal, or EDI feed and the agent picks it up.

02

Extract

Vendor, PO, lines, tax, and totals are read off the document.

03

Match

Checked line by line against the PO and the goods receipt.

04

Route or post

Clean invoices post; anything else goes to a queue with the reason attached.

05

Learn

Recurring exception patterns get reviewed and tuned, not just repeatedly flagged.

FAQ

Questions we get asked before anyone signs off.

Q.What does it cost to run?

It's priced per engagement, based on invoice volume and how many entities it covers, plus the Copilot Credits it consumes at runtime. We size both before you commit to anything.

Q.What happens when it's not sure?

It doesn't guess. A mismatch, a missing PO, or an unfamiliar vendor format goes to a person with the reason attached.

Q.Does it work with our existing approval workflow?

Yes, it sits in front of your current approval hierarchy in Business Central or F&O, it doesn't replace it.

Q.How long does setup take?

Most AP agents go live within a few weeks once your PO and receipting discipline is in reasonable shape, messy source data is the real variable.

Q.Can it handle multiple entities or currencies?

Yes, provided each entity's coding rules and tax setup are configured in the system. The agent follows your configuration, it doesn't invent its own.

SEE IT WORK

Watch it process a real invoice batch.

Bring ten of your own invoices, messy ones, and we'll run them live.

Request a demo

See the agent match, flag, and post against your own PO data.

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Book a 30-minute call

Talk through whether this fits your AP process as it actually runs.

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