Flexible workflows for Invoice Routing and Approvals
Workflows can be configured by role, category, or cost centre, with support for exception handling and approval thresholds.
Key Features
Business Unit-Specific Workflows
Allows teams to set up workflows based on how each unit operates, making approvals, validations, and matching more relevant and manageable. Example: Direct purchases follow one workflow, while indirect purchases follow a different one.
Department-Level Customization
Supports distinct approval flows and authority levels for each department, adapting to different organizational needs within the same workflow.
Dynamic Approval Levels and Thresholds
Approval steps can vary by amount or policy, so only the right invoices reach the right approvers at the right time. Example: Invoices below $10,000 are approved by managers, while invoices above $10,000 are routed to directors.
Organizational or Predefined Workflow Paths
Workflows can follow the org chart or use predefined paths with assigned roles or individuals
Exception-Based Approvals
Invoices that exceed certain limits or meet special conditions are sent to senior leaders for review and decision-making. Example: Invoices above $50,000 automatically require CFO approval.
Out-of-Workflow Assignments
Invoices can be sent to others outside the usual workflow when clarification or temporary approval is needed. Example: A manager forwards an invoice to a team lead for verification before approval. or interim approvals.
Role-Based Flexibility
Approval roles can be adjusted as needed, so responsibilities match how each team or process is actually set up. Example: A predefined approver role is automatically updated when personnel or organizational roles change.
Scalable and Adaptable Workflows
Workflows can be updated to reflect changes in teams, roles, or approval steps, helping maintain consistency as the organization evolves. Example: Adding a new unit with a separate approval process without affecting existing workflows.
KEY BENEFITS
Achieve 80 % straight-through invoice processing as AI discovers, extracts, validates, matches, GL-codes, and posts to your ERP—shrinking manual effort, accelerating approvals, and boosting accuracy, compliance, and cost efficiency.
80%
Invoice processing cost
AI achieves up to 80% straight-through processing of invoices, freeing up staff bandwidth by 80%. Retained staff is empowered by Co-pilot with pin-pointed reasons to take quick decisions on business exceptions reported.
<1 min
Invoice processing time
Co-pilot reduces invoice processing time from an industry average of 11 days to less than one minute due to STP achieved through AI.
Human errors
Vendor satisfaction
Duplication & frauds
Auditability
Why Hyperbots Agentic AI Platform?
Finance specific
Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.
Best-in-class accuracy
Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.
Synthesis of unstructured and strutured finance data
Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.
Pre-trained agents with state of the art models
Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.
Company specific inference time learning
Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.
