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Agents Invoice Triage and Routing Agent
Invoice Triage and Routing Agent Icon

Invoice Triage and Routing Agent

Automates invoice classification and routing for faster processing, reduced errors, and improved accounts payable efficiency.

Processing large volumes of invoices is often slowed by manual triage, inconsistent classification, and routing delays, leading to higher operational costs, longer cycle times, and bottlenecks for accounts payable teams.

The Invoice Triage and Routing Agent addresses these challenges by automatically classifying invoices as PO or non-PO and applying predefined business rules to determine the correct validation path. It leverages structured data such as invoice records, vendor master data, purchase order information, contract repositories, and historical routing outcomes, along with unstructured data like attachments and free-text descriptions, to ensure invoices are directed quickly and accurately to the right destination.

By automating classification and routing, this agent eliminates manual processing, reduces delays, and ensures every invoice is processed through the appropriate workflow without error. The result is improved process speed and accuracy, enhanced team productivity, and faster end-to-end invoice cycle times enabling accounts payable teams to focus on strategic, value-driven activities.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Invoice Triage and Routing Agent:

INVOICE


From:
Quantum Dynamics Inc.
789 Enterprise Lane
Component City, 54321


To:
Apex Solutions
Accounts Payable Dept.
123 Innovation Drive
Tech City, 12345


Invoice Number: QD-2024-8851
Invoice Date: October 26, 2024
Due Date: November 25, 2024
Purchase Order Ref: APEX-PO-2024-1107






Item Description
Quantity
Unit Price
Total






Model X-1 Server Racks
50
$1,500.00
$75,000.00




32GB DDR5 High-Performance RAM
100
$150.00
$15,000.00






Subtotal: $90,000.00
Tax (8.0%): $7,200.00


Total Amount Due: $97,200.00


Notes: Per our agreement, delivery was completed on Oct 24th. Please process payment net 30. All items correspond to the referenced PO.

Deliverable Example

Sample output delivered by the Invoice Triage and Routing Agent:

Invoice Triage & Routing Analysis Report


Report Generated: 2024-10-26 09:02:15 UTC


1. Invoice Summary






Field
Extracted Value






Vendor Name
Quantum Dynamics Inc.




Invoice Number
QD-2024-8851




Invoice Date
2024-10-26




PO Number
APEX-PO-2024-1107




Invoice Total
$97,200.00 USD






2. Invoice Classification


    

  • Result: PO-Based Invoice
    • 

  • Reason: A valid Purchase Order number (APEX-PO-2024-1107) was identified in the invoice content.
    • 



3. Business Rule Evaluation


The following business rules were evaluated to determine the correct routing path:






Rule ID
Rule Description
Evaluation Status
Details






VR-01
Vendor is Active in Vendor Master
PASS
"Quantum Dynamics Inc." matched to active Vendor ID V-789.




PO-01
PO Number is Present
PASS
PO Number APEX-PO-2024-1107 was detected.




PO-04
PO Number exists and is in an 'Open' status
PASS
PO is active and pending invoice matching.




AMT-03
Invoice Total exceeds High-Value Threshold
PASS
Total of $97,200.00 exceeds the $50,000 threshold for manager review.






4. Final Routing Decision


    

  • Primary Queue: High-Value PO Processing Queue
    • 

  • Action Required: Initiate 3-Way Match (Invoice vs. PO vs. Goods Receipt).
    • 

  • Notification Sent: An automated notification has been sent to the Senior AP Manager group for awareness due to the high invoice value.
    •

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