DOCUMENT OPERATIONS
Invoice intake and review
Turn incoming documents into a checked, traceable record.
- TRIGGER
Receive
A document arrives by email, form, or shared folder.
- AI ASSIST
Extract
Capture names, dates, totals, and reference numbers.
- HUMAN REVIEW
Check exceptions
Staff resolve missing, uncertain, or mismatched details.
- HANDOFF
Route
Send the approved record to its owner or next system.