FINANCE · DOCUMENT AI
An invoice and remittance reconciliation platform using Azure AI Document Intelligence with custom-trained models, SharePoint intake and Xero export.
- INDUSTRY
- Finance operations
- BUILT
- Document AI platform
- CONNECTS TO
- SharePoint, Xero
- TESTED ON
- 1,000 unseen invoices
01 / THE BRIEF
Thousands of invoices a month arrived by email, PDF, scans and even fax. Matching payments to invoices took a large share of the finance team's week, and manual keying introduced mistakes that were slow to find.
BEFORE
- ×Thousands of invoices processed by hand each month
- ×Invoices arriving as emails, PDFs, scans and faxes
- ×Days between receiving an invoice and entering it in Xero
- ×Monthly reports assembled manually
AFTER
- ✓Data extracted from every invoice automatically
- ✓Remittances matched to invoices, exceptions flagged
- ✓Documents processed concurrently, not one by one
- ✓Posted to Xero, with staff reviewing exceptions only
02 / HOW IT WORKS
- STEP 1Invoices land in SharePoint
- STEP 2AI reads every field
- STEP 3Matched to remittances
- STEP 4Exceptions to a person
- STEP 5Posted to Xero
Custom-trained models
Adapts to different vendor templates, multi-page line items, taxes, discounts and low-resolution faxes.
Multi-currency
Handles AUD, USD and EUR with correct formatting.
Tested before go-live
Measured on 1,000 unseen invoices before it touched production.
Full audit trail
Every document, match and change is logged.
03 / BUILT WITH
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AI HR assistant
First-round interviews and résumé checks, run by AI.
thirty minutes, free, with the people who built it
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