Streamlining Invoice Processing with AI

Discover how the AI invoice processing agent integrated with Cority's Converged EHS+ platform optimizes the extraction and management of invoice data, enhancing efficiency and accuracy for organizations. The following steps detail the seamless process from receiving invoices to publishing them, with built-in safeguards to ensure data integrity.

Step 1

Access the AI invoice processing agent via Cority's Converged EHS+ platform to streamline invoice data extraction. Upon entering the module, you will land directly in the zero queue.

Step 2

The zero queue serves as the central inbox for all incoming invoices. Users simply email invoices to a dedicated inbox, and the AI agent begins processing as soon as they arrive.

Step 3

The AI agent reads each invoice, extracts relevant information, and automatically routes it into the correct workflow. Invoices requiring further scrutiny are directed to the manual folder, showcasing the system's strength.

Step 4

The engine is designed to be cautious, refraining from inaccurately populating fields. It seeks human validation when necessary, ensuring precision.

Step 5

This approach guarantees high accuracy and trust in the data entering your solution. Additional folders help administrators efficiently manage issues like incorrect types or duplicates.

Step 6

The pre-populated data is formatted to align with your system's terminology, categories, and structures, eliminating manual rework. Any missing or inconsistent data is clearly highlighted.

Step 7

Administrators can correct only the necessary fields without requeuing the entire invoice. Quick reviews are recommended even when fields are correctly filled.

Step 8

This process maintains data accuracy. Once verified, the administrator clicks Ready for Export, allowing the AI to learn from each correction.

Step 9

As the system adapts to your organization's data handling, manual validations decrease. Fully validated invoices appear in the Ready for Export folder, achieved through AI or manual review.

Step 10

When ready, users can click Publish to send data to specific sites or nodes within Cority's Converged EHS+ platform. Users decide the timing and maintain final scrutiny before live system entry.

Step 11

The AI agent significantly aids in translating invoices, addressing language barriers faced by global sustainability teams and eliminating manual translation needs.

Step 12

Upon invoice upload, the agent detects and translates the language, normalizing terminology to match organizational standards. This ensures faster processing, minimizes errors, and facilitates scalability across regions.