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INVOICE AUTOMATION

Invoices in one side, booked entries out the other.

We automate the entire invoice lifecycle: inbox monitoring, PDF extraction with AI, PO matching, ERP posting, exception handling. Your accounting team stops doing data entry.

Handles any PDF format ERP-agnostic Exception routing included

Why invoice automation is the single best AI starter project

Invoice processing hits every requirement for a great AI automation: high volume of unstructured input (PDFs from every supplier in a different format), clear success criteria (did the data match the PO?), easy ROI calculation (X hours saved), and visible stakeholders (finance teams love faster closes).

It's also a discipline that's been stuck at template-OCR for 15 years. LLMs finally make it possible to handle any invoice format without pre-training on each supplier.

Our invoice automation engagements typically ship in 4–6 weeks and achieve 85%+ auto-processing within the first month.

HOW IT WORKS

What our pipeline does

01

Inbox watcher

Monitors a dedicated invoices mailbox. New PDF → pipeline.

02

AI extraction

LLM extracts structured fields from any PDF format. No templates needed.

03

PO matching

Looks up purchase orders / supplier records. Flags mismatches.

04

ERP posting or escalation

Matched invoices posted automatically. Exceptions routed to a human with full context.

IS THIS FOR YOU?

Good fit for

Good fit

  • 100+ supplier invoices/month
  • Mix of PDF formats (not single-template)
  • ERP with API (Dynamics 365, Holded, SAP, Odoo, NetSuite, etc.)

Not a good fit

  • Low volume (< 30/month) — human is cheaper
  • All invoices come in EDI or a single template (traditional OCR suffices)
FAQ

Questions we hear all the time

How accurate is extraction?

Typically 95%+ on line items and headers across any PDF format. The 5% get flagged to a human with the original invoice + extracted fields for review.

Do you handle multi-currency / multi-tax?

Yes. Extraction includes currency and tax detection, and we map to your ERP's accounts.

Let's see if we're the right fit.

30-minute call. We'll tell you honestly whether we can help — or if someone else is a better fit.

Or email us at contact@unlockmanagement.com