Invoice lines are checked against supplier, threshold and purchase-order rules
AI Workflows for Finance Teams
Use AI for finance preparation, not approval: invoice checks, spend exceptions and variance notes stay source-linked and signed off.
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
Example workflows
- 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.
- Policy questions are answered from source finance notes, with escalation for judgement calls.