Accounts Payable Automation Agent

Your AP team is buried in PDFs. Every invoice means opening a file, reading the details, checking it against a PO, typing it into the system, and routing it for approval. It's high-volume, low-value work that consumes hours your finance team should be spending on analysis and close. This solution connects Claude to your invoice intake — it reads every invoice regardless of format, validates against POs and vendor records, flags exceptions, and posts clean data directly to your accounting platform automatically.

• Multi-Format Extraction — Reads invoices from PDF, scanned images, email attachments, and vendor portals regardless of layout.
• PO Matching — Validates invoice amounts and line items against open purchase orders and flags discrepancies before posting.
• GL Coding — Maps line items to the correct general ledger codes based on vendor, category, and cost center rules.
• Duplicate Detection — Catches duplicate submissions before they enter the system and routes them for review.
• Approval Workflow Trigger — Invoices above defined thresholds are automatically queued in your approval workflow with supporting detail attached.
• Exception Routing — Missing fields, mismatched amounts, or unrecognized vendors are flagged and sent to the right person — never silently dropped.
• Audit Trail — Every posting decision is logged with extraction confidence scores and validation results for audit and compliance purposes.

• Month-end close arrives — 200 vendor invoices are processed, coded, and posted to NetSuite without the AP team working late.
• A vendor submits a duplicate invoice — caught automatically before it reaches the approval queue.
• An invoice arrives with no PO reference — flagged, routed to the buyer, and held pending resolution.
• A new vendor submits in a non-standard format — extracted correctly without any template configuration required.

1. Claude connects to your invoice intake channel (AP inbox, shared folder, or vendor portal).
2. Each invoice is read and key fields extracted — vendor, invoice number, date, line items, amounts, taxes, payment terms.
3. Extracted data is validated against your PO register and vendor master.
4. Clean invoices are GL-coded and posted to your accounting system automatically.
5. Exceptions are flagged with context and routed to the appropriate team member.
6. All actions are logged for audit and month-end reporting.

$10,000 – $20,000

Invoice intake integration, extraction configuration, PO matching, GL coding rules, and accounting system push setup. Duplicate detection, exception routing, and approval workflow triggers included. 30 days post-launch support.

Price varies based on invoice volume, format variety, and accounting platform complexity.

Finance teams don't have an invoice problem. They have a data entry problem. The information is already in the document — it just needs to get into the right system, against the right cost center, with the right approval routing. This eliminates the manual transfer entirely.