Automate invoice processing & reconciliation for a Global Trade Provider

[Workflow snapshot]

The agent ingests invoices as they arrive, extracts structured fields, and normalizes thousands of vendor formats into a consistent schema.

Results are validated and written back into broker systems for downstream processing.

Volume: 6,200 invoices monthly across 1,000+ document types.

[Key outcomes]

Trade finance teams expand coverage without adding headcount.

• Line items extracted and checked against contract tolerances.
• Variance detection routes approvals instead of inbox back-and-forth.
• Ready-to-post entries sent to ERP and finance queues.
• Audit-ready logs and replay support compliance and vendor management teams.

[Controls applied]

Compliance stays in the loop while automation handles volume.

• Schema validation spans invoice headers, line items, and vendor identifiers.
• Tolerance thresholds cover quantities, unit price, and tariff classifications.
• Escalations include side-by-side source evidence for variances.

[Data sources and systems]

Traceability is preserved through document IDs and audit logs.

• Ingests invoices via email, portals, or scanned uploads.
• Cross-checks broker pricing tables and vendor master data.
• Posts reconciled entries to broker systems and ERPs.

[Exception handling]

Keeps auditors confident while scaling throughput.

• Missing or mismatched tariff codes go to trade specialists.
• Low-confidence extraction is flagged with highlighted fields.
• High-variance invoices trigger finance approval workflows.

[Rollout sequencing]

Phased rollout protects finance controls while unlocking savings quickly.

• Begin with top vendors and high-spend categories.
• Set variance thresholds by category to reduce noise.
• Enable auto-posting only after variance detection meets agreed accuracy.