Sources stay attached
Keep invoice details connected to the supporting evidence.
Product / Streamline Invoice
Invoice work prepared for human review.
Extract invoice fields, examine the supporting evidence, and organize exceptions into a packet a person can review.
Source document
Invoice
Supplier
Reference
Line items
Total
Review packet
Evidence attached.
01
Extracted fields
02
Supporting sources
03
Exceptions to examine
Human review required
Streamline InvoiceContext. Execution. Your control.
Built around your work
Bring the evidence into the invoice decision.
01
Gather the relevant fields
Bring invoice details together with the evidence needed to assess them. Keep the source material connected to the review.
Discuss invoice workflowsSource document
Invoice
Supplier
Reference
Line items
Total
Review packet
Evidence attached.
01
Extracted fields
02
Supporting sources
03
Exceptions to examine
Human review required
02
Surface the exceptions
Identify conflicting details and prepare draft exceptions for a person to resolve. The output supports a decision about the invoice.
Discuss invoice workflowsSource document
Invoice
Supplier
Reference
Line items
Total
Review packet
Evidence attached.
01
Extracted fields
02
Supporting sources
03
Exceptions to examine
Human review required
03
Keep payment authority separate
Streamline Invoice prepares reviewable invoice work. It does not make payments or change the ledger.
Discuss invoice workflowsSource document
Invoice
Supplier
Reference
Line items
Total
Review packet
Evidence attached.
01
Extracted fields
02
Supporting sources
03
Exceptions to examine
Human review required
Source document
Invoice
Supplier
Reference
Line items
Total
Review packet
Evidence attached.
01
Extracted fields
02
Supporting sources
03
Exceptions to examine
Human review required
Evidence
Keep the source with the review.
Organize extracted invoice fields and the supporting material together. Give a reviewer a clear place to inspect conflicting details and examine draft exceptions.
Discuss your invoice workflowReusable working knowledgeTeam context
01
Scope
Describe when the skill is useful
02
Instructions
Keep the process with the work
03
Review
Prepare material people can use
Skills · Recipes · Shared documents
Authority
Preparation supports the decision.
The review packet prepares invoice work for a person to assess. Streamline Invoice does not make payments or change the ledger.
Explore human controlDesigned for considered work
Useful intelligence.
Clear boundaries.
Exceptions stay visible
Bring conflicting information into the review packet.
Authority stays human
A person reviews the work and decides what happens next.
Your next step
Start with the work
in front of you.
Bring a question, a workflow, or a standing objective.
Discuss invoice workflows