AI Document Processing Agent

Solution showcase: a reference build that shows how we design and deliver this type of system. Every project is tailored to the client’s tools, data and processes.

An AI agent that reads invoices, receipts and purchase orders from email or upload, extracts the key fields, checks them against your records and posts clean data to your accounting system.

The challenge

Finance teams spend hours re-typing supplier invoices from PDFs and emails. Manual entry is slow and error-prone, and mismatches with purchase orders are often caught late.

What the solution does

• Collects documents from a shared inbox, a folder or an upload portal
• Extracts vendor, invoice number, dates, line items, tax and totals from PDFs and scans
• Validates totals and matches invoices to purchase orders
• Flags duplicates, missing data and mismatches for human review
• Posts approved invoices to accounting software and archives the original
• Keeps a full audit log of every document and decision

How it works

1. New documents arrive by email or upload and are queued automatically.
2. OCR and a vision-capable language model read the document and return structured fields.
3. Business rules check totals, tax, duplicates and purchase-order matches.
4. Clean documents are posted to accounting; exceptions go to a review screen.
5. Reviewers approve or correct in one click, and corrections improve future accuracy.

Tech stack

• Python
• OCR + vision LLM
• n8n
• PostgreSQL
• Accounting software API
• React review dashboard

Who it is for

Finance and operations teams processing a steady flow of supplier invoices, receipts, delivery notes or purchase orders.

Related services

AI Process Automation · AI Agent Development · Python Development