Step 1: Classify the exception
Identify the mismatch, amount, owner, due date, and permitted resolution path.
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Invoice exception resolution
Reconcile invoice and purchase-order records, apply policy, and send only true exceptions for approval.
Overview
Give accounts payable one place to compare the invoice, purchase order, receipt, approval history, and vendor context. Routine mismatches move forward; material conflicts arrive with the evidence a reviewer needs. The result is a resolved exception or an evidence-complete escalation, ready for the accountable team to review and move forward. By keeping source-backed facts, open questions, and ownership together, the team can make the next decision without rebuilding context by hand.
Capabilities
Compare invoice, order, receipt, contract, and approval records side by side.
Resolve routine variance within policy and preserve separation of duties.
Give approvers the mismatch, rule, source records, and proposed next action.
Example output
Prepared output: Invoice 4817 · three-way match
Source state: Current approved records retained
Summary
Quantity and receipt match; a pricing variance requires procurement approval.
Key findings
- Purchase order: $24,600 · matchedReady
- Goods receipt: 120 units · matchedReady
- Unit price: 2.8% above POReview
Returned to the team
- A source-linked view of the prepared work
- Items that are ready, waiting, or need accountable review
- The next action and owner required to move the outcome forward
Agent workflow
Step 2: Reconcile records
Compare invoice, order, receipt, contract, vendor, and payment state.
Step 3: Apply policy
Determine whether the case is routine or needs additional authority.
Step 4: Complete permitted action
Update approved fields or request the missing information.
Step 5: Return the evidence
Record the rule, source facts, approval, action, and final state.
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