Capture
Bring invoice information into one consistent workflow.
Move invoices forward. Keep exceptions visible.
Capture invoice information, check it against project records, flag what does not match and route approvals, so finance spends time on exceptions instead of retyping.
| Row | Item | Status |
|---|---|---|
| 01 | Consultant invoice received | Captured |
| 02 | Project code | Matched |
| 03 | Amount against contract | 1 exception |
| 04 | Approval | With project lead |
| Exceptions go to a named owner before anything moves on. | ||
The problem
Invoices wait on people.
- 01
Details get retyped from PDFs and emails.
- 02
Project codes are checked by eye, if they are checked at all.
- 03
Nobody is quite sure where an approval is stuck.
What we build
What we build for finance
Invoice capture
- Bring invoice details into one consistent workflow, whatever format they arrive in.
Project code checks
- Check each invoice against agreed project records and flag mismatches.
Exception routing
- Send the unusual items to the right owner, with the reason attached.
Approval status
- See where every invoice is and who it is waiting on.
How it works
Three steps, with a person at the end.
Validate
Check project references and flag exceptions for the right owner.
Exception
Review
Your finance team reviews the exception before the record moves forward.
People stay accountable
Review, control and recovery are part of the design.
Approvals stay with the people who hold the authority. The workflow prepares and routes. It does not approve.
The intended benefitLess manual handling, fewer avoidable corrections and clearer approval status.
- Source visibility, so people can check where an answer came from.
- Permissions and access boundaries agreed before anything is built.
- Review checkpoints and exception handling for the unusual cases.
- A recovery plan for when something does not go as expected.