Invoice lines are checked against supplier, threshold and purchase-order rules
Finance workflow
AI Finance Workflow with Human Approval
Pilot finance preparation, not finance approval. AI can flag invoice and spend exceptions or draft variance notes; finance keeps payment, reporting and supplier decisions.
Spend anomalies are grouped for finance review, never auto-approved
Finance signs off before payment, reporting, supplier reply or external use.
Measure check time, exception accuracy, reviewer rework and whether sign-off evidence improved
Examples
- Invoice lines are checked against supplier, threshold and purchase-order rules.
- Spend anomalies are grouped for finance review, never auto-approved.
- Monthly variance commentary is drafted from approved numbers with assumptions shown.
Pilot shape
Input: invoices, supplier list, spend policy and prior-month numbers. Output: exceptions and draft variance notes. Reviewer: finance lead. Blocked: payment approval, supplier commitment, board or audit statements without sign-off.