Finance
Purchase order and invoice matching
Supplier invoices are matched to purchase orders and goods received, line by line, so only mismatches need a person before payment.
Automation
Finance · Agent
Supplier onboarding and bank detail checks
AI supplier onboarding and vendor checks
New suppliers send forms, tax IDs, insurance and bank details once; everything is checked against public registers and your rules before set-up.
01 today
The problem
Setting up a new supplier means chasing forms, insurance certificates and bank details over email. Checks against company registers are skipped when someone is in a hurry. Changed bank details arriving by email are a common route for invoice fraud.
02 the run
What the AI does
- Step 1: Sends the new supplier a form that asks for company details, tax ID, insurance and bank details.
- Step 2: Checks the company and tax numbers against public registers such as Companies House or ABN Lookup.
- Step 3: Reads insurance and certification documents and records expiry dates.
- Step 4: Flags mismatches, such as a bank account name that does not match the company name.
- Step 5: Creates the supplier in Xero, QuickBooks or NetSuite once approved and stores the documents.
- Step 6: Treats any later bank detail change as a new check and asks for call-back confirmation.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
A finance team member approves each new supplier and every bank detail change, after a call-back on a known phone number.
04 after
What changes
Supplier records are complete from day one and expiring documents are chased before they lapse. Bank detail changes always get a second look.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Agent
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Working with teams in the United States, United Kingdom and Australia.