AI-Agents for Document Review in Wholesale Distribution working with Xero
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Attach inventory supplier invoice PDFs to open bills.
Your bills carry supplier invoice PDFs for review, and your payables person sees any match that needs a decision.
10 toolsAttach emailed inventory invoices to matching pending bills.
Your reviewers find the invoice PDF on the pending bill. Your payables person sees any match that needs a decision.
10 toolsCompare supplier bills with merchandise orders before approval.
Your approver sees the purchase order link and line differences on the bill before making a decision.
7 toolsFlag possible repeat inventory invoices before approval.
Your AP reviewer sees a possible duplicate and its earlier invoice before approval or payment.
5 toolsCheck stock supplier bills against the unbilled balance on each order.
See what remains on a purchase order before reviewing a partial supplier bill, with line differences or a clear note when the match needs your help.
5 toolsLink corrected stock invoices to bills awaiting review.
Your pending bill carries the corrected invoice with its earlier version linked when the match is clear.
4 tools