Use case 05 · PO and invoice reader
Purchase orders and invoices that enter themselves.
An AI document reader for your back office. Customer POs and supplier invoices are read from PDFs and emails, checked against your records and entered into your accounting or order system. Your team reviews only what doesn’t match.
Running in our own business today.
The problem
“Someone types every purchase order in by hand.”
- Someone types every purchase order and invoice in by hand.
- Typing mistakes are found weeks later, in a short shipment or a wrong payment.
- Busy weeks create a backlog that delays orders and month-end close.
PDF or email arrives→Read and checked→Into your books
Before
Typed in line by line, with mistakes found weeks later.
After
Entered automatically. People check only the exceptions.
Good for: Wholesale, distribution and finance teams.
How it works
From scattered work to done, in three steps.
1
PDF or email arrives
Documents arrive the way they do today, by email or upload. Nothing changes for your customers or suppliers.
2
Read and checked
AI pulls out every line, quantity, price and date, then checks them against your price lists, open orders and past invoices.
3
Into your books
Clean documents are entered automatically. Anything that doesn’t match is set aside for a person to approve.
What you get
Built around how your team already works.
- POs and invoices read from PDFs, scans and emails
- Checks against price lists, open orders and receipts
- Automatic entry into your accounting or order system
- A review queue for exceptions, with the reason flagged
Works with
Popular with
Fixed price in writing within 48 hours. You own everything we build. No per-seat fees.
Questions
Questions about this tool.
What if every customer’s PO looks different?
That’s the normal case. The reader handles different layouts from different customers and suppliers, and we test it on your real documents before it goes live.
Does anything get entered without a person checking?
Only what you allow. Most teams start by approving everything, then let clean, matching documents go straight through once they trust it.
Which accounting systems does it work with?
QuickBooks and NetSuite are common, and we can work with most accounting and ERP systems that accept imports or connections.
Related use cases
Often built together.
Want this in your business?
Book a 30-minute call. Fixed price in writing within 48 hours.