Monitors AP inboxes continuously, classifies incoming documents by type, extracts key fields with AI precision, and routes to the right queue—turning inbox chaos into organized workflow. All on your infrastructure.
"We have 6 people in AP. Two of them spend their entire morning—every morning—just sorting the inbox. Opening emails, downloading attachments, figuring out what type of document it is, entering it into our system. By lunch, they've processed maybe 150 documents. The other 200 wait until tomorrow. We're always behind. We've missed early payment discounts. Vendors call asking why their invoice from 3 weeks ago hasn't been processed. It was in the inbox. We just hadn't gotten to it yet."
— AP Manager, Distribution Company ($800M revenue)
Deploy an AI that monitors your AP inbox continuously, classifies every document by type, extracts key fields, matches to vendors and POs, and routes to the right queue—before any human touches it.
Watches AP inboxes 24/7. New email arrives, agent processes it immediately. No batching. No waiting. No backlog building while people are in meetings.
Identifies document type with 98%+ accuracy: invoice, credit memo, statement, remittance, inquiry, spam. Handles any format—PDF, image, Excel, email body.
Routes to correct queue based on document type, amount thresholds, vendor tier, and PO status. Urgent items flagged. Exceptions surfaced. Nothing gets lost.
PO-backed, non-PO, recurring, consolidated. Any format—PDF, image, Excel, EDI.
Returns, adjustments, rebates. Matched to original invoices automatically.
Monthly statements, aging reports, balance confirmations. Reconciliation-ready.
Payment confirmations, remittance advices, bank notifications.
PO confirmations, change orders, delivery schedules from vendors.
Packing slips, bills of lading, delivery receipts, ASNs.
Vendor questions, payment status requests, account inquiries.
Marketing, spam, misdirected emails. Filtered automatically.
AP inbox receives 300+ documents daily. Previously: 2 FTEs spent 4 hours each morning sorting. Now: every document classified and routed before staff arrives.
"Overnight inbox processing: 312 documents received. Classification: Invoices 187 (60%), Credit memos 23, Statements 34, Remittances 28, Inquiries 18, Non-AP 22. Auto-classified: 306 (98.1%). Needs review: 6. Urgent items flagged: 3 invoices over $100K, 2 with early pay discount expiring within 5 days. Queues ready at 7am."
Large invoice buried in inbox. Early payment discount expires in 3 days. Old process: might be found tomorrow, might be next week. New process: flagged immediately.
"Urgent invoice alert: Precision Manufacturing LLC, $847,291.00. Early payment terms: 2/10 Net 30 detected. Discount value: $16,945.82. Deadline: Dec 15 (7 days). PO matched: PO-2024-7821. Routed to Priority Payment Queue. Alert sent to AP Lead."
Vendors send invoices in every format imaginable. PDFs, images, Excel, scans at weird angles. Agent handles them all—same accuracy, same output.
"Format handling: 2,847 invoices MTD. Standard PDF: 1,423 (99.2% accuracy). Scanned images: 412 (97.8%). Mobile photos: 89 (96.4%). Excel: 234 (99.1%). Email body: 187 (98.7%). All formats normalized to standard output. 47 vendor templates recognized."
Invoice arrives from vendor not in master data. Old process: sits until someone notices. New process: exception flagged, vendor research initiated, setup triggered.
"Unknown vendor exception: Riverside Supplies LLC, $3,247.00. No match in vendor master. Research: Company registered (Ohio), D-U-N-S found. Cross-reference: 3 emails from purchasing to this vendor. Likely new vendor. Routed to Vendor Master Team. Alert sent to Purchasing."
Watches AP inboxes 24/7. Processes documents as they arrive. No batching delays.
Identifies document type with 98%+ accuracy. Invoices, credits, statements, inquiries, spam.
Extracts key fields: invoice number, date, amount, vendor, line items, payment terms.
Matches to vendor master using name, tax ID, email domain. Fuzzy matching for variations.
Identifies referenced POs. Validates amounts. Flags discrepancies.
Routes to correct queue based on type, amount, vendor tier, urgency.
Flags urgent items: high amounts, early pay discounts, strategic vendors.
Surfaces exceptions: unknown vendors, unreadable docs, missing data.
Live visibility into inbox status, processing metrics, exception queues.
Reports to: Accounts Payable
Availability: 24/7 (continuous)
Scope: All AP inbox traffic
Complete specification including classification rules, extraction fields, and routing logic.
Download .docxConfigure your document types, customize routing rules, and train on your vendor-specific formats.
Pay once. Own the asset. Full source code. Deploy, modify, extend.
All documents, extracted data, and vendor information never leave your infrastructure.
New format support, extraction improvements, integration updates.
Configure document types, routing rules, vendor-specific extraction templates.
Deploy the AP Triage Agent on your infrastructure. Every document classified. Every field extracted. Automatically.
Book a Demo