Back to AgentINSAgentINS
Use case · Finance & operations leads
Clear the clean invoices automatically; hold the rest for a person.
AgentINS runs a three-way match (invoice, PO, receipt), clears the clean items inside policy, and holds exceptions and above-limit items for a named approver — with a full audit trail.
The operating challenge
Matching is high-volume, repetitive work that ties up the finance team.
How the product fits
An agent runs the match end to end; anything risky waits for a human.
How the workflow runs
- 1
Connect the ERP and document store
- 2
Agent matches invoice to PO and receipt
- 3
Clear clean items inside policy
- 4
Hold exceptions / above-limit for a named approver
Operational outcomes
- Hours returned to finance
- Faster, consistent processing
- Full, reversible audit trail
Information and systems used
- ERP / accounts payable
- PO & receipt data
- Approval policy
Enterprise controls built in
The use case inherits the same deployment, permission and audit model as the product.
- Approval is set per agent and per action — auto, notify, approve, dual-approve or forbid.
- An agent can only touch what it is granted; permission is checked before any data reaches the model.
- Every action, tool, approval and result is recorded in a business-readable audit trail.
See this use case on your own process and data.
We will scope the workflow, sources, controls and success measure before proposing a pilot.
Book a 30-minute tailored demo