Managing records retention in accounts payable is rife with manual handoffs, inconsistent application of policy, and the risk of data fragmentation—leading to delays, audit gaps, and compliance concerns. Manual processes increase the chance of human error, overlooked paperwork, and unclear accountability, especially as organizations integrate with multiple third-party storage and destruction providers.

The Records Retention Routing Agent delivers fully automated, policy-driven document routing and integration. Drawing from data sources including document metadata, retention policy tags, chain-of-custody logs, storage instructions, and provider status feeds, this agent determines the correct routing for each document—digital or physical—according to pre-set rules. It generates clear storage instructions, facilitates secure API-based transfer to third-party providers, and continuously tracks every handoff and status change to maintain a real-time, digital chain-of-custody record.

By eliminating manual intervention and automating end-to-end document routing, this agent ensures completeness, compliance, and accountability. It enhances process and employee productivity by reducing delays and errors, while supporting organizational cost savings and audit-readiness through digital traceability and seamless provider integration.