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Resolve an invoice exception

Active

Preparing the corrected payable. Pricing and receipt discrepancies are resolved. Applying supplier credits and assembling the approval evidence.

Workflow
  1. Match the source documents

    Match invoice lines to purchase orders, goods receipts, and contract terms. Check for duplicates, partial deliveries, and tax mismatches.

  2. Resolve the discrepancies

    Reconcile returns and supplier credits against agreed pricing. Confirm disputed quantities with the purchasing owner and document each adjustment.

  3. Prepare the corrected payable 1m 18s

    Recalculate tax, discounts, and the amount due. Update the draft payable and attach source documents with a line-by-line reconciliation.

  4. Route approval and synchronize

    Apply approval thresholds and route exceptions to finance. After approval, sync the payable to the ERP and notify the supplier with an audit trail.

Steer agentAdd context while the agent runs

Built around the way your business actually works.

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Build automations around each team’s specific workflows, grounded in how employees actually work.

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Test automations against work completed by employees to verify that AI agents follow the right steps and reach the right outcomes.

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