- AI-Agent
- Ready to Run
Check Bill Invoices
Flag bill review tasks that lack a current invoice
Use this Agent instantly or customize it - no programming needed
- Task changeTask change
A task entering review tells you which bill needs checking.
- Bill detailsBill details
Your bill details identify the supplier, bill number, reviewer, and review status.
- Invoice attachmentInvoice attachment
Your attached invoice shows which document the reviewer can use.
- Previous commentsPrevious comments
Your previous comments show whether this bill version already has a result.
- Review ruleReview rule
Your rule sets the invoice match and names the person who resolves exceptions.
Your bill approval tool sends task changes and holds the invoice and review comments for each bill.
- Current invoice checkCurrent invoice check
Your reviewer sees that the current invoice matches this bill.
- Review blockerReview blocker
Your payables person sees the missing invoice or exact facts blocking review.
This Agent waits for a bill task to enter review. It checks the invoice against your matching rule. It comments on the task so your reviewer sees a current invoice check or document blocker.
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AirtableUsed as:
- Bill approval tool
Airtable sends task changes and holds the invoice and review comments for each bill.
TeamworkUsed as:
- Bill approval tool
Teamwork sends task changes and holds the invoice and review comments for each bill.
KintoneUsed as:
- Bill approval tool
Kintone sends task changes and holds the invoice and review comments for each bill.
Made for your industry
Check Bill Invoices is made for businesses in these industries.
- Construction
Flag project supplier bills without a current invoice.
Show all Agents for the Construction industry - Wholesale Distribution
Check stock supplier bills for the current invoice.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Check supplier bill tasks for the invoice under review.
Show all Agents for the Manufacturing industry - Property Management
Flag property vendor bills missing the current invoice.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Check each client bill for its current invoice before review.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Check Bill Invoices is made for people in these roles.
- Accounts Payable Clerk
Flag bill tasks missing the invoice before a reviewer decides.
Show all Agents for the Accounts Payable Clerk role - Bookkeeper
Check each supplier bill task for its current invoice.
Show all Agents for the Bookkeeper role - Accounting Manager
Mark invoice gaps on bill tasks headed for review.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Mark bills that lack a current invoice before approval.
Show all Agents for the Accounts Payable Manager role - Finance Manager
Flag bills awaiting review without a current invoice.
Show all Agents for the Finance Manager role
Made for your department
Check Bill Invoices is made for people in these departments.
- Finance
Mark missing invoices on bill tasks awaiting a decision.
Show all Agents for the Finance department - Accounts Payable
Flag bill approvals missing the current invoice.
Show all Agents for the Accounts Payable department
How Check Bill Invoices works
4 steps, in order, on every run.
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Read the Bill TaskRead the task and attached invoice. Note the supplier and bill number for the check.
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Check the InvoiceMatch the invoice to the supplier and bill number using your chosen rule. Identify any missing or outdated document details.
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Check Earlier ResultsCheck earlier comments for a result on the same bill and document version. Confirm the reviewer has a decision question.
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Comment on the TaskPost one comment confirming the current invoice or naming the document blocker. Leave the bill pending when details do not match safely.
How to Get Started
Connect the tools you already use, such as Airtable, Teamwork or Kintone.
3 tools
- Connect the chosen client or company account and the bill review area.
- Set the permitted supplier and invoice matching rule and the person who resolves exceptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Check Bill Invoices:
You choose the client or company account and bill review area. You also set the supplier and invoice matching rule and who handles exceptions.
Your bill stays pending. Your payables person gets the exact facts that need resolving, and the task comment names the document blocker.
No. You get a review comment on the task, while the bill remains available for a person to decide.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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