Invoice & document extraction
OCR → validation → ERP: clean records without manual entry.
Invoice & document extraction is an Aginies solution package for the Enterprise Functions sector in the “financial analysis & operational intelligence” area. What the agents do: Documents are classified; fields are extracted regardless of layout; extracted data is matched against purchase orders and goods receipts; tolerances are checked. Expected outcomes: key fields extracted without manual entry; finance cycles shrink from days to minutes; validated data flows straight into ERP and business systems. The package uses the Entity extraction, Document embedding pipeline, Stateful execution, Full I/O logging capabilities of the Aginies platform and can be watched live through the Procure-to-pay desk: request, quotes, contract and invoice in one place, Supplier invoice three-way match, Accounts payable inbox, Underwriting document extraction scenarios in the agent library.
Invoices, contracts and forms arrive by email and portal in every format. Data entry is slow, error-prone, and a missing document stalls the process.
- 01Documents are classified; fields are extracted regardless of layout.
- 02Extracted data is matched against purchase orders and goods receipts; tolerances are checked.
- 03Missing or inconsistent documents are flagged instantly with automatic feedback to the sender.
- 04Validated records are posted to the ERP; every field keeps its source document and confidence score.
- Invoice, delivery note, contract and form extraction; per-field confidence and source document
- Three-way match with PO and goods receipt, tolerance rules
- Exception queue: missing field, amount deviation, duplicate invoice
- ERP posting and payment scheduling tools
- Posting and query API access to the ERP (SAP, Oracle, Logo, Netsis)
- 200–500 sample documents covering the document types
- Tolerance and approval rules from the finance team
Derived from the linked scenarios: the supervisors, specialist agents, models and systems that run this package.
Summed from the simulation definitions of the linked scenarios; recalculated for your scale in the discovery session.
- Key fields extracted without manual entry
- Finance cycles shrink from days to minutes
- Validated data flows straight into ERP and business systems
| Touchless document share | 70–85% |
| Field accuracy (critical fields) | 98% and above |
| Invoice processing time | From days to hours |
Target ranges from comparable deployments; baseline and target are fixed together in the first week of the pilot.
Scenario-level approval rules plus the package’s general controls.
- Procure-to-pay desk: request, quotes, contract and invoice in one placeAmount > 250,000, single quote or non-framework supplier → procurement committee
- Supplier invoice three-way matchPrice deviation > 2% or > 1,000 TL → buyer approval
- Accounts payable inboxNon-PO invoice > 25,000 TL → cost centre owner approval
- Underwriting document extractionLoading ≥ 50% or sum assured > 5,000,000 → senior underwriter approval
- packageOut-of-tolerance deviation and new supplier always to a person
- packageSource document and extracted value stored together; audit sample ready
- 1 · Documents and rule set · 2 weeksDocument types, field dictionary, matching and tolerance rules written with the finance team; a sample set labelled.
- 2 · Parallel run · 4 weeksAgent and current process handle the same documents; the difference report reviewed weekly, cut-over when the accuracy threshold is met.
- 3 · Close integrationTied to the month-end calendar; exception queue, audit trail and reconciliation reports opened to internal audit.
This package’s scenarios in the agent library
Procure-to-pay desk: request, quotes, contract and invoice in one place
The request arrives by email; quotes compared, contract clauses checked, PO opened, invoice three-way matched and payment scheduled.
Supplier invoice three-way match
Invoice, PO and goods receipt matched in SAP automatically; only out-of-tolerance lines reach a buyer.
Accounts payable inbox
Every invoice in the ap@ mailbox is captured, coded and posted to the ERP; only exceptions reach an analyst.
Underwriting document extraction
Medical reports and labs read and assessed against the manual; underwriters only see files above threshold.
Time to move from experimenting with AI to transforming with it.
In a 30-minute discovery session we take your 2–3 priority business problems, show a live demo of a similar scenario, and draft a roadmap that starts with the Value layer.
- Your 2–3 priority problems
- Live demo of a similar scenario
- Roadmap starting with value analysis