AI-Agents for Bookkeepers in Exception Handling
Chase unsigned agreements, compare invoices, flag purchase changes. 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 toolsHold a client's bill review when a corrected invoice arrives.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
6 toolsAttach supplier invoice files to bills awaiting approval.
Your bill reviewers can open the supplier's original invoice from the pending bill, even when the file arrives later.
4 toolsPut the needed action and tomorrow's due date on flagged client tasks.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsSurface unpaid bills that still need receipts or approval.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
10 toolsMatch paid invoice totals to payments and flag missing invoices.
Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.
18 toolsFlag supplier bills due soon without matching receipt files.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
6 toolsCreate an assigned follow-up for each unapproved bill due soon.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
9 toolsAttach source invoices and note mismatches on bills you enter.
Your bill reviewers get the supplier invoice and any mismatches together before they decide what to approve.
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.
Mark pending bills that reuse a supplier invoice number already paid.
Your team sees when a bill may repeat a paid invoice number. A warning or review question shows what needs attention.
