ZBrain
Log in
Book a demo
Book a demo
Agents Remediation Recommendation Agent
Remediation Recommendation Agent Icon

Remediation Recommendation Agent

Automates exception resolution recommendations and communication accelerating exception resolution and improving compliance

Exception handling in accounts payable is often slowed by unclear resolution steps, inconsistent decision-making, and fragmented communication with suppliers and internal stakeholders. These challenges extend invoice cycle times, increase manual workload, and heighten the risk of missed deadlines and compliance breaches.

The Remediation Recommendation Agent elevates the exception management process by intelligently analyzing issues and recommending the most effective resolution paths. Using insights from root cause analysis, historical resolution data, discrepancy records, and supplier correspondence, the agent suggests clear, actionable next steps and prepares standardized communications for all relevant parties. This ensures that exceptions are addressed promptly, consistently, and in alignment with business policies and best practices.

By automating exception resolution guidance and communication, the agent reduces manual intervention, accelerates processing times, improves first-touch resolution rates, and enhances overall governance. The result is a more agile, transparent, and efficient accounts payable function enabling teams to resolve issues swiftly and focus on strategic, value-driven priorities.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Remediation Recommendation Agent:

Invoice Exception Analysis Summary


Date: 2023-10-26
Analyst: Exception Triage Bot
Case ID: EXC-009431
Priority: Medium




Key Details


    

  • Invoice Number: INV-QD-8876
    • 

  • Supplier: Quantum Dynamics
    • 

  • Purchase Order (PO): PO-IC-4590
    • 

  • Invoice Amount: $15,500.00
    • 

  • PO Amount: $15,000.00
    • 

  • Discrepancy: $500.00
    • 



Exception Identification


    

  • Type: Unit Price Mismatch
    • 

  • Description: The unit price on the invoice for a specific line item does not match the unit price on the corresponding purchase order.
    • 



Root Cause Analysis


    

  • Affected Line Item: "High-Density Logic Modules" (Product ID: HLM-9001)
    • 

  • Quantity: 100 units
    • 

  • PO Unit Price: $150.00
    • 

  • Invoice Unit Price: $155.00
    • 

  • Summary: The root cause is identified as a price discrepancy. Analysis of supplier communications indicates Quantum Dynamics announced a price list update effective last quarter. The procurement team's master data for PO-IC-4590 was not updated to reflect this change before the invoice was received. The invoiced price of $155.00/unit aligns with the supplier's new pricing schedule.
    •

Deliverable Example

Sample output delivered by the Remediation Recommendation Agent:

Remediation Plan for Exception EXC-009431


Based on the analysis of the unit price mismatch for Invoice INV-QD-8876, the following actions are recommended to ensure timely and accurate resolution.




1. Recommended Next Steps for AP Specialist


A checklist of actions to be taken to resolve the pricing discrepancy and process the invoice.






Step
Action
Target Team
Status






1
Draft and Send Communication: Use the pre-drafted email below to contact Procurement.
AP Specialist
Pending




2
Await PO Update: Place invoice on hold and monitor for an updated PO from Procurement.
Procurement Team
Not Started




3
Re-match Invoice: Once PO is amended, re-run the 3-way match against the new PO value.
AP Specialist
Not Started




4
Process for Payment: If the match is successful, clear the exception and approve the invoice.
AP Specialist
Not Started








2. Draft Communication to Internal Stakeholder


This draft communication is intended for the internal Procurement team to request a Purchase Order update.


Subject: Action Required: PO Update for Price Discrepancy - PO-IC-4590 / Inv INV-QD-8876


Recipient: procurement@innovatecorp.com


Body:


Dear Procurement Team,


An invoice exception has been identified for Invoice INV-QD-8876 from Quantum Dynamics, which is linked to PO-IC-4590.


There is a unit price mismatch for the line item "High-Density Logic Modules" (Product ID: HLM-9001).


    

  • PO Unit Price: $150.00
    • 

  • Invoiced Unit Price: $155.00
    • 

  • Total Discrepancy: $500.00
    • 



Our analysis indicates this is due to a recent price update from the supplier which was not reflected in the PO.


Could you please validate the new price and issue an amended Purchase Order for the correct total amount of $15,500.00? The invoice has been placed on hold pending this update.


Please let us know once the PO has been revised.


Thank you,


Accounts Payable Department

Related Agents

Inquiry Resolution Agent

Generates personalized resolution summaries and delivers timely notifications to efficiently close accounts payable inquiries.

Inquiry Audit Compliance Agent

Automatically records, secures, and validates all accounts payable inquiries to maintain continuous audit compliance and traceability.

AP Exception Response Optimization Agent

Streamlines triage, compliance validation, and routing for AP exceptions to accelerate accurate and consistent resolution.

Regulatory Drafting and Communication Agent

Generates compliant regulatory filings and vendor notifications for 1099 and escheatment, reducing manual effort and ensuring accuracy.

Policy Compliance Intelligence Agent

Validates AP and P-Card transactions against policies, thresholds, and documentation rules, surfacing noncompliance and accelerating period-end close.

Period End Data Validation Agent

Validates, normalizes, and consolidates AP data to ensure accurate and reliable period-end close reporting.