Receipts and invoices, read and filed
Receipts, invoices and statements read, coded and filed — invoice versions tracked, no manual data entry.
The challenge
Staff keyed in hundreds of receipts and invoices by hand. Misreads turned into reconciliation headaches, and revised invoices were almost impossible to track.
They needed documents read accurately, coded to the right account, and checked before anything touched the books.
How it works
What the agent does
- 1
Reads any document
Receipts, invoices, POs and statements — in whatever format they arrive.
- 2
Codes it correctly
Extracts line items and VAT and files each one to the right account automatically.
- 3
Tracks versions
Catches revised invoices and keeps the history straight, so a v2 never gets paid twice.
- 4
Checked before it posts
Every figure is validated before it hits the ledger — a misread never becomes a problem.
See it
Inside the deployment
Outcomes
What changed
“Every figure is validated before it touches the ledger.”
Status
Reading, coding and filing documents into the accounting workflow — the same capability that powers SmallERP.
More case studies
More agents in production
Every overdue invoice followed up automatically — in the company's tone, escalating when it needs to, stopping the moment it's paid.
Read case study →Complaints caught across every channel before they reach a public review — routed to the right person with a reply already drafted.
Read case study →Inbound inquiries answered, qualified and quoted in minutes — instead of next business day, after the deal's gone cold.
Read case study →Payments matched to invoices at volume, mismatches flagged and chased — month-end in days instead of weeks.
Read case study →Orders moved across systems, stock checked, exceptions handled — fewer dropped orders and far less manual ops.
Read case study →
Talk to us
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