Finance Intelligence
From inbox to approved invoice, without the re-keying. AI agents read, check, code and match every invoice, and your AP team only handles the exceptions.
Where Manual AP Stops, Agents Take Over
Vantagepoint's invoice approvals already route and approve. Finance Intelligence does the work before an invoice ever reaches them.
| Feature | Typical AP Process Today | With Finance Intelligence |
|---|---|---|
| Invoice capture | Upload, then header fields read | Read straight from your inbox, header and every line |
| Coding | Entered by hand | GL, project and phase suggested from your history |
| Vendor and bank checks | Manual | New vendors and changed bank details always flagged |
| Duplicate checks | Manual | Checked automatically on every invoice |
| Budget and PO matching | Manual | Matched to project budget, or PO and receipt |
| Your team's time | Spent on every invoice | Spent only on exceptions |
How an Invoice Flows
Submitted into your Vantagepoint approval workflow, already coded and checked. Approvers review as usual.
Sent to the right person in your AP team, with the reason and the evidence attached.
Matching That Fits How You Buy
Budget matching
Most project-based firms don't use purchase orders. Each invoice line is checked against the project and phase budget, and anything over is flagged.
Three-way PO matching
For firms that use purchase orders. Invoice, PO and receipt are matched line by line, within the price and quantity tolerances you set.
Eight Specialist Agents, One Invoice Pipeline
Invoice Capture Agent
Watches your AP inbox and picks out real invoices from remittances, statements and other noise.
Invoice Extraction Agent
Reads the header and every line item, with a confidence score on each field.
Vendor Verification Agent
Matches the vendor, and flags new vendors, changed bank details and duplicate invoices.
Invoice Coding Agent
Suggests GL, project and phase codes from your coding history, and checks the project budget.
Three-Way Match Agent
OptionalMatches invoice, purchase order and receipt within your price and quantity tolerances.
Approval Routing Agent
Decides what is clean and what needs a person, using consistent, explainable rules.
Vantagepoint Submission Agent
Submits each coded invoice directly into your existing Vantagepoint approval workflow.
Audit & Insights Agent
Logs every decision and its reasoning, and feeds Power BI reporting.
Fast, but Never Unchecked
- New vendors and bank detail changes always go to a person
- Confirmed duplicates are blocked, with the original shown
- Every invoice still passes through your Vantagepoint approvals
- Each decision shows its reason, evidence and confidence
- Payment stays in Vantagepoint, under your existing controls
See the Impact in Power BI
Every run is logged, so you can track the numbers that matter to finance leadership.
Straight-through rate
Invoices that needed no manual touch.
Exception rate
Invoices sent to a person, and why.
Cycle time
Time from inbox to approval.
Risks caught
Duplicates and bank detail changes stopped.
Frequently Asked Questions
Will it post invoices or pay vendors without approval?
No. Every invoice is submitted into your existing Vantagepoint approval workflow, and payment stays in Vantagepoint under your current controls.
What invoice formats does it read?
PDF and image invoices attached to emails in your AP inbox. Other intake channels can be added later.
Do we need purchase orders?
No. Invoices are matched against project and phase budgets by default. Three-way PO matching can be switched on if you use purchase orders.
What happens if a code suggestion is wrong?
Your team can change any suggestion before approval, and every change is logged.
Does it work with on-premises and cloud Vantagepoint?
Yes. It reads from the database on-premises or the API in the cloud, and always submits through the Vantagepoint API.
See Finance Intelligence on Your Own Invoices
Book a discovery workshop and we will show you how your invoices would flow, from inbox to approval.