AP intake classification: how an agent reduces manual bill routing

    A practical AP intake workflow: extract and draft coding automatically, route approvals explicitly, and fail closed when evidence is missing.

    Accounts payable is where finance teams lose time: bills arrive in different formats, evidence is incomplete, and approvals get stuck in email.

    The finance agent is most useful when it:

    • drafts the intake work
    • routes approvals explicitly
    • keeps evidence connected to decisions

    See:

    The AP intake workflow (control-first)

    1. Intake: capture the bill and evidence
    2. Draft: extract key fields and propose coding/routing
    3. Review: humans confirm, correct, or reject
    4. Approve: money/commitment actions require explicit approval
    5. Execute: payment workflows run with traceability

    Related product workflows:

    Fail closed on missing evidence

    Do not let "we will attach later" become the default.

    If evidence is missing:

    • block the approval
    • route an exception to the owner
    • require completion before execution

    Evidence-first is how you prevent end-of-month disasters.

    Keep the audit trail attached

    At any time you should be able to answer:

    • who approved this?
    • which evidence was attached?
    • what changed between draft and final?

    If you cannot answer those questions, you cannot safely scale automation.

    What to do next

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