Intelligent Multi-Level Invoice Routing

The Right Invoice. The Right Approver. Automatically.

Clean matches auto-approve. Exceptions route to the right person based on amount, vendor, category, or exception type. No more email chains. No more bottlenecks.

Custom Agent BuilderNo Code
Agent Name
Distribution AP Auditor
Industry
Distribution
Match Configuration
Purchase OrderFreight / DeliverySupplier Invoice
Data Source
Oracle EBS
Trigger
Daily batch
Tolerance
±2%
Agent ready to deployActivate

Routing, thresholds and escalation configured without code.

60–80%

Touchless Rate

90%

Faster Routing

100%

Audit Coverage

Zero

Approval Bottlenecks

How It Works

01

Define rules

Set approval thresholds, routing rules, and escalation paths. Per vendor, per category, per amount range — as simple or complex as needed.

02

Auto-approve clean matches

Invoices that pass 3-way match within tolerance are auto-approved. No human touch required for routine processing.

03

Smart routing for exceptions

Exceptions route to the appropriate approver based on type, amount, vendor, and urgency. Full context included.

04

Track & audit

Every approval decision is logged with timestamp, user, and context. Complete audit trail for every invoice.

Capabilities

Configurable Rules Engine

Threshold rules, skip rules, category rules, vendor rules, and custom rules. Rules are stackable and prioritized.

Auto-Approval

Invoices matching within tolerance auto-approve — no human bottleneck for routine processing. Configurable per category.

Exception Routing

Route by exception type (price mismatch → procurement, quantity mismatch → receiving, no PO → requester).

Segregation of Duties

Built-in controls prevent the same person from creating vendor records and approving payments.

Escalation Paths

Configurable timeouts with automatic escalation. Overdue approvals surface on management dashboard.

Full Audit Trail

Every action — approval, rejection, override, delegation — is timestamped and attributed. Auditor-ready.

Frequently Asked Questions

Can I keep my existing approval process?

Yes. The rules engine is flexible enough to replicate any existing approval matrix — then improve it over time with auto-approval.

What about delegation and out-of-office?

Approval delegation with configurable timeouts and automatic escalation paths handles coverage gaps.

No-risk assessment

See what we find before you commit.

Read-only connection. We review a sample of your invoices, agreements and supplier spend, then hand back a findings report with specific figures. If there is nothing to recover, there is nothing to pay.

Read-only accessNo commitmentNothing found, nothing owed
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