Healthcare and clinics
Front desk voice agent across multiple sites
One number for three clinics, answered instantly and booked during the call.
Proof of concept
Invoice and purchase order reconciliation
A finance team receives supplier invoices as email attachments in a dozen different layouts. Each one is compared by eye against a purchase order and a goods received note. The clean ones are tedious and the mismatched ones tend to surface after payment has already gone out.
What we built
- Automatic reading of invoices, purchase orders and goods received notes regardless of supplier layout
- Line by line matching on quantity, rate, tax and total, with tolerance thresholds set by the finance team rather than hard coded
- Clean three way matches routed straight into the approval queue
- Mismatches held back with the reason written in plain language beside the two values that disagree
- A full audit trail recording what was compared, what was decided and which rule applied
What it showed
The proof of concept cleared straightforward invoices without human involvement and put every exception in front of the finance team on the day it arrived rather than at month end.
What a live engagement needs
Going live needs a sample of real supplier documents across the awkward formats, the current tolerance rules, and a parallel run alongside the existing process until the two agree.
Services behind it
Related proof of concept work
See the whole libraryLogistics and supply chain
Shipment exception triage from supplier email
Carrier and supplier mail read on arrival, with only the real problems surfaced.
Retail and ecommerce
Order and stock support agent
The same forty questions answered instantly, against real order and stock data.