Financial Services6 weeks to production

Intelligent Invoice Processing & AP Automation

Multi-agent system that extracts, validates, matches, and routes invoices with 91% straight-through processing. Exceptions flagged with full context for human review.

91%

Straight-Through Processing Rate

Mid-Market Financial Services Firm

The Challenge

A financial services firm processed 8,000+ invoices monthly across 6 business units. Manual data entry, three-way matching, and approval routing took an average of 4.2 days per invoice. Error rate was 12%, leading to duplicate payments and vendor disputes.

Our Solution

Built a multi-agent AP automation system where each agent handles a specific stage of invoice processing. The orchestrator manages the pipeline and routes exceptions to the right human reviewer with full context.

System Architecture

1

Extraction Agent

OCR + LLM extraction from PDF, email, and EDI invoices. Handles 40+ vendor formats

2

Validation Agent

Cross-references against PO database, contract terms, and historical pricing

3

Matching Agent

Three-way match: PO, receipt, invoice. Flags discrepancies with specific mismatch details

4

Approval Agent

Routes to correct approver based on amount, department, and vendor. Tracks SLA

5

Exception Handler

Packages unresolved items with full context for human review

Results

91% straight-through processing rate
Processing time reduced from 4.2 days to 3 hours
Error rate dropped from 12% to 0.4%
Zero duplicate payments since deployment
AP team refocused from data entry to vendor relationship management

Technology Stack

Multi-AgentOCRLangChainPostgreSQLSAP Integration

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