AI-Agents for Bookkeepers in Approval Routing
Check reviewer assignments, route requests, flag exceptions. Every one is ready to run, and you can adjust it in plain language.
Prepare supplier bills for review with invoice and order differences.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsKeep each bill's review card aligned with its current due date.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsRoute clients' supplier bill exceptions to their policy owner.
Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.
Mark partial bills that exceed what is still open on the order.
See whether a supplier's latest bill fits what's left on the purchase order, with any overage spelled out for AP review.
