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Use case · Process automationFor CFOs, controllers & AP leads

Use cases · Invoice processing

Invoice processing,automated in 7 days.

Invoices arrive by email and PDF, and someone keys them in, matches them to purchase orders and chases approvals. In seven days they are read, matched and coded on arrival. Your approver still releases every payment.

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20 minutes. No deck.
We name one build worth doing⁠—⁠or say no.

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Before

Invoices arrive by email and PDF. Someone keys them in, matches them to purchase orders, and chases approvals.

After day 7

Invoices are read, matched and coded on arrival. Exceptions and every payment release go to a named approver.

Stays human

Payment release, and every exception.

The seven days.

Fixed scope · two exit gates

01 / Map

Days 1–2

We record how invoices move today, count last month’s exceptions, and write the pass/fail tests: match rate, coding accuracy, days to approval.

02 / Wire

Days 3–5

We connect the inbox, the accounting system and the purchase-order data, add the matching rules, and route every mismatch to the person who owns it.

03 / Prove

Days 6–7

The build runs beside the manual process on live invoices, passes the tests, and goes live with your approver’s sign-off.

What we measure. Invoices per month, cost and days per invoice, exception rate. The same four numbers, measured again on day 7.

The two exit gates. Day 2: if the source data isn’t there, we stop and you pay for the map only. Day 7: the tests pass, or the final payment waits. The full offer.

Ardent Partners: the average AP team spends $9.84 and 8.2 days per invoice; 18.4% become exceptions (204 surveyed). 2025. Source

Straight answers.

Three questions · asked on most first calls

Which systems do you connect?

The inbox where invoices land, your accounting system or ERP, and wherever purchase orders live. Named in the statement of work, with scoped credentials you can revoke.

What happens to invoices that don’t match?

They go to a named person with the difference highlighted: wrong amount, missing purchase order, duplicate. Nothing unmatched is paid by the system.

Does the system release payments?

No. Payment release stays with your approver. The build prepares, matches and codes; a person pays.

20 minutes. A straight answer.

Bring the invoice processing workflow as it runs today. We name the seven-day build on the call—or tell you not to automate it.

Security first? Ask for the packet: data boundary, access, approvals, logs.

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