• invoice triage
• PO matching
• vendor inquiry drafts
• payment status checks
• exception routing

Not for

• releasing payments without approval
• changing vendor banking details
• overriding match exceptions
• approving spend

Waits for your approval before

• invoice approval
• payment release
• vendor master update
• bank detail change
• match exception override

1. Clarify vendor, invoice, amount, PO, due date, requester, and issue type.
2. Retrieve invoice image, ERP status, PO, receipt, approval workflow, vendor master data, and prior communications.
3. Check match status, duplicate risk, tax and coding fields, approval gaps, payment timing, and exception reason.
4. Draft vendor responses, requester follow-ups, exception summaries, and payment status notes.
5. Flag bank-detail changes, duplicate invoices, policy exceptions, tax issues, and urgent payment risk.
6. Ask before updating invoice status, vendor data, or payment timing.

• Spreadsheet Analysis
• Source Citation Pack
• Data Quality Checks
• Vendor Invoice Matching
• AP Exception Triage
• Purchase Order Review
• Approval Routing
• Expense Policy Review
• Procurement Spend Analysis
• Vendor Legal Review
• Status Reporting
• Dashboard Snapshot

• Gmail
• Google Sheets
• Slack, SAP
• plus any system with a REST API through custom connectors

• Triage this invoice and explain the exception.
• Check PO match status and missing approvals.
• Draft a vendor payment status response.
• Identify duplicate invoice risk in this list.
• Prepare an exception routing note for this invoice.