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Agents Invoice Payment Automation Agent
Invoice Payment Automation Agent Icon

Invoice Payment Automation Agent

Automates invoice coding, allocation, consolidation, and payment request preparation for accurate, auditable, and efficient approvals.

About the Agent

Processing accounts payable invoices often involves time-consuming manual work, frequent allocation errors, duplicate data entry, and payment delays, which can lead to inefficiencies, missing documentation, and compliance challenges. Finance teams spend significant effort managing large volumes of invoices and payment requests while striving to maintain accurate, audit-ready records.

The Invoice Payment Automation Agent streamlines this process by automating invoice coding, allocation, consolidation, and payment request preparation. It leverages structured data from sources such as Invoice Data, PO Records, Receipt Data, Approval Records, Supplier Master Data, and Transaction History, along with unstructured supporting documentation. The agent intelligently gathers invoices, applies the correct GL codes, and compiles all relevant information into complete, ready-to-review payment requests — accelerating approvals and improving downstream financial workflows.

By automating key invoice processing tasks, this agent enhances accuracy, reduces processing time, strengthens governance and compliance, and ensures a clear, auditable digital trail. It helps finance teams achieve timely coding, precise allocations, and efficient preparation of payment requests, enabling smoother operations and more strategic use of resources.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Invoice Payment Automation Agent:

PAYMENT AUTHORIZATION TRIGGER
Date: 2023-11-20
Status: Approved for Payment Processing
Supplier Name: Quantum Dynamics Inc.
Supplier ID: QD-78910


Invoices Cleared for Payment:


    

  1. 

    Invoice ID: INV-8552
    

      

    • Description: High-Performance Computing Blade Servers
      • 

    • PO Reference: PO-2023-451
      • 

    • Goods Receipt Note: GRN-2023-602
      • 

    • Amount: $15,250.00
      • 

    • Final Approver: d.avery@innovatecorp.com
      • 

    

    2. 

  2. 

    Invoice ID: INV-8579
    

      

    • Description: On-site Server Installation & Configuration Consulting
      • 

    • PO Reference: PO-2023-451
      • 

    • Service Delivery Confirmation: SDC-2023-615
      • 

    • Amount: $3,500.00
      • 

    • Final Approver: d.avery@innovatecorp.com
      • 

    

    3. 



Notes: Consolidate payment for supplier QD-78910. Process under project code "P-ALPHA-23".

Deliverable Example

Sample output delivered by the Invoice Payment Automation Agent:

Consolidated Payment Request Summary


Request ID: PR-20231120-0014
Processing Date: 2023-11-20
Status: SUCCESS - Submitted to Financial Processing System




1. Payment Consolidation


The agent identified and consolidated 2 approved invoices for a single payment to the supplier Quantum Dynamics Inc. (QD-78910).


    

  • Invoice ID: INV-8552
    • 

  • Invoice ID: INV-8579
    • 



Total Consolidated Amount: $18,750.00
Payment Due Date: 2023-12-15




2. GL Coding and Cost Center Allocation


The following coding and allocations have been automatically applied based on PO data and business rules associated with Project P-ALPHA-23.






Invoice ID
Line Item Description
Amount
GL Code
Cost Center
Project Code






INV-8552
High-Performance Computing Blade Servers
$15,250.00
63100 - IT Hardware
1105 - IT Infrastructure
P-ALPHA-23




INV-8579
On-site Server Installation & Configuration
$3,500.00
74250 - Prof. Svcs.
1105 - IT Infrastructure
P-ALPHA-23








3. Aggregated Supporting Documentation


The following documents have been automatically retrieved from internal systems and attached to the payment request package:


    

  • PO-2023-451.pdf (Purchase Order)
    • 

  • INV-8552.pdf (Supplier Invoice)
    • 

  • GRN-2023-602.pdf (Goods Receipt Note)
    • 

  • INV-8579.pdf (Supplier Invoice)
    • 

  • SDC-2023-615.pdf (Service Delivery Confirmation)
    • 

  • Approval_Trail_DAvery_20231119.eml (Final Approval Record)
    • 





4. Submission & Authorization


    

  • Digital Signature: The payment request package has been secured and authenticated with the system's digital signature [Signature Key: finance.auto.proc.dsig.v1].
    • 

  • Submission Status: The request was successfully submitted to the ERP.
    • 

  • ERP Transaction ID: AP-PAY-BATCH-2023-99817
    •

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