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Invoice lines0 cleared
Quantity vs POReceived vs invoicedRate vs signed terms
cleared without a reviewer 11 need a person
  1. 200 lines in
  2. Match the PO
  3. Match the receipt
  4. Check the terms
  5. 189 clear
  6. 11 to review
Finance & Procurement

Two hundred invoices arrived. Open the eleven that disagree.

Invoices, purchase orders and goods receipts turn up in three shapes from three places. Exemplary AI reads them inside your network and matches them line by line. It reads the signed agreements behind them too, so a rate that moved does not wait for someone to notice.

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Reads any formatStructured outputRuns on your infrastructure
Where the week goes

The documents nobody has time to read properly.

An invoice, a bid response, a certificate of insurance, a signed agreement. None of them is a hard problem. All of them are the kind of work that only stops when someone does it by hand.

Suppliers send whatever they like

PDF, scan, email body, supplier portal. It is not only invoices: bid responses, insurance certificates and signed agreements arrive the same way, in a hundred layouts, and none of them is the one your systems expect.

Matching is manual and mind-numbing

Line by line against the purchase order and the goods receipt, looking for the single discrepancy that, most of the time, is not there at all.

Contract terms live in a PDF nobody opens

The negotiated rate, the payment terms, the volume break — agreed once, filed, and then never checked against what is actually being billed.

Renewals arrive as a surprise

Auto-renew dates, price escalators and volume breaks sit in signed agreements nobody diaries. The first sign a rate moved is an invoice that passes the match, because the supplier billed exactly what their own system says.

The output

Read it, match it, put it in a table.

The output is not a summary. It is structured rows in a data table, with the source document behind every value. Clean lines pass without a reviewer ever opening them; the exceptions arrive already explained.

Invoice INV-4821 — line detailPreparedReviewedAgent—LINEPER INVPOGRNMSAUnit priceas agreedQuantity ordered40Goods received40Tax treatmentstandardPayment termsNet 30Line totalagreesreceipt reads 38GRN-0442 · exceptionsigned terms read Net 45MSA-0219 · exceptionFootedagrees2 exceptions carried forwardto a person · nothing posted, approved or paidTICK MARKSagreed to ordertraced to receiptagreed to signed terms

The schedule, unticked

Six lines taken off one invoice and ruled up: quantity, unit price, tax treatment, terms and the total. Nothing on this paper is evidence yet — an invoice is a claim about what happened.

One weekend

Two hundred invoices arrive over a weekend.

On Monday morning the team does not open two hundred documents. It opens the eleven that disagreed with something.

  1. 01

    Everything is read, whatever shape it came in.

    Scans get OCR'd, PDFs get parsed, portal exports get normalised. The layout differences that make this work manual stop mattering at the first step.

  2. 02

    Each invoice is matched against its PO and receipt.

    At line level, not header level: quantity, unit price, tax treatment and total compared independently, because a total that matches can still hide two lines that do not.

  3. 03

    The negotiated terms get checked too.

    The rate on the invoice against the rate in the signed agreement, retrieved from your own indexed contracts. This is the check that almost never happens by hand, and it is the one that finds money.

  4. 04

    Results land in a structured table.

    Not a report. Rows in a data table, each carrying the document it came from, ready for whatever runs downstream of it.

  5. 05

    Eleven exceptions go to a person. The agent posts nothing.

    Approval, posting and payment stay entirely with the team and the finance system. The agent's job ended when it explained what disagreed and why.

The standing check

The invoice is not the only document that decides what you pay.

A signed agreement is read once and filed, and it keeps applying every month afterwards. Grounded retrieval over your own agreements checks what is billed against what was negotiated, on a schedule rather than when somebody remembers.

Agreements watched14 suppliers · this quarterIllustrative
  • MSA-0219LogisticsAuto-renews in 21 days. The notice window closes first.
  • SA-0884FacilitiesIndex-linked escalator applies from April.
  • MSA-0110IT hardwareVolume break reached last quarter, still billed at list.
  • COI-2214Site contractorInsurance certificate expires this month.
  • SLA-0356Print & mailBilling as signed.

Three of fourteen change price this quarter. One is already billing above what was signed.

Read from your own signed agreements, on a schedule you set. What to do about a rate that moved is a negotiation, and that stays yours.

Scheduled runs, exceptions only

Automations process the batch on their own and surface the handful of lines that need a person.

Structured, not summarised

Extracted values land in Bases and Data Tables, ready for the systems downstream to read.

Supplier correspondence, any language

Read and reply across 120+ languages, from the same indexed terms your team works from.

What the exceptions become

A year of exceptions is a negotiating position.

Checking every line changes what you end up holding. Not the hours saved on one invoice run, but the record left behind, supplier by supplier, of what was billed against what was signed.

You arrive at the renewal with the same number the supplier brings, sourced to the agreement rather than to memory.

Spot-checking is a sampling method that exists because reading is expensive. When reading stops being expensive, sampling stops being the plan.

Matching happens as the documents arrive, not in the week before the books close.

Commercial terms

Supplier terms and payment data stay in your network.

Commercial terms are among the most sensitive documents a business holds, and they are exactly what this work has to read to be useful.

Contracts are never uploaded anywhere

The model runs inside your own infrastructure. Signed agreements, pricing and supplier correspondence are never transmitted to a model provider for inference.

Segregation you can actually show

Groups and IAM scope what each agent reaches. Procurement's filestore and finance's filestore stay separate, and the separation is enforced rather than agreed.

The audit trail travels with the number

Every extraction and match is logged against the document behind it, so a figure in the table can be traced back to its source months later.

SOC 2 Type II, ISO 27001 and GDPR-ready: the same certificates your procurement team asks its own suppliers for, on a platform that never takes a document out of your perimeter.

What it runs on

What it reads with, and where the numbers land.

Intake, reading and retrieval are the platform's. What finance adds is the destination: values in tables your own systems can query, with the document behind every one of them.

Intake
Filestore folders, watched sync, upload or API
Reading
OCR and indexing across scans, PDFs and exports
Checking
Grounded retrieval against your signed agreements
Output
Bases and Data Tables for extracted values
Scheduling
Automations with run history and background tasks
Language
120+ languages for supplier correspondence
Access
Groups and IAM: least privilege, deny overrides allow
Systems
170+ integrations via MCP, plus custom MCP servers
Traceability
Every value linked to its source document
Go deeper:File storeAgentsIntegrationsAnalytics
Common questions

What finance and procurement teams ask first.

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