Invoice Lifecycle Automation with Agentic AI
Agentic AI supports end-to-end invoice processing, automating discovery, matching, approvals, GL posting, and improving accuracy across the lifecycle.
Key Features
Multi-Source Discovery
The Co-pilot automatically finds invoices wherever they arrive, email, Google Drive, OneDrive, portals, or shared folders. Example: Automatically detecting invoices attached to emails or uploaded to shared folders.
Intelligent Email Parsing
The Co-pilot scans incoming emails to detect invoice attachments while filtering out newsletters, spam, and unrelated messages. Example: Detecting a PDF invoice in an email with the subject “Invoice #12345” and ignoring emails with PO or contracts
Customizable Source Configuration
The Co-pilot scans incoming emails to spot invoice attachments, automatically skipping spam, newsletters, and unrelated messages. Example: Monitoring the dedicated inbox invoices@company.com and ignoring personal emails.
File Type Recognition
The Co-pilot works with all common invoice formats, PDFs, scans, Excel sheets, and Word files, so nothing gets missed. Example: Identifying both a PDF invoice and an Excel-based invoice template uploaded to a cloud drive.
Content-Based Filtering
The Co-pilot understands what each document contains, helping it separate invoices from contracts, POs, and other file types. Example: Detecting key invoice identifiers like “Invoice Number” or “Total Amount” to confirm document type.
100% Accuracy with Noise Filtering
The Co-pilot checks the actual content of each file to accurately detect invoices, ignoring unrelated documents like POs or contracts. Example: Ignoring unrelated documents like delivery receipts or meeting agendas.
Real-Time and Scheduled Discovery
The Co-pilot can find invoices as they arrive or run scans on a set schedule, hourly, daily, or weekly, based on what works best. Example: Continuously monitoring email inboxes in real-time while scanning shared folders once daily.
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.
FAQs: Invoice discovery
How does Hyperbots handle scheduled and real-time invoice discovery?
Hyperbots offers both real-time invoice discovery for immediate processing and scheduled scans (hourly, daily, or weekly) to suit business needs.
Can the Co-pilot be configured to monitor specific sources for invoices?
Yes, during setup, users can specify which email addresses, folders, or portals the Co-pilot should monitor for invoice discovery.
Can Hyperbots Co-pilot identify invoices with 100% accuracy?
Yes, Hyperbots ensures 100% precision using advanced AI models trained on millions of invoice samples to filter out irrelevant documents.
How does the Co-pilot differentiate between invoices and other documents?
The Co-pilot uses AI to analyze document content and metadata and classifies them as Invoice and Non-invoice.
What file formats does the Co-pilot support for invoices?
Hyperbots supports various file formats, including PDFs, scanned images, Excel spreadsheets, and Word documents, ensuring compatibility with different invoice types.
What happens if the same email or invoice is sent multiple times?
Hyperbots detects duplicate emails and invoices using advanced matching algorithms, ensuring only the latest or relevant document is processed while others are flagged as duplicates.
Do you provide analytics on email and document categorization?
Yes, Hyperbots provides detailed analytics, showing the breakdown of emails, including spam, non-invoice emails, and invoices discovered, along with actionable insights.
What happens to emails with non-invoice attachments?
Emails with non-invoice attachments are identified and categorized separately, ensuring only relevant documents are sent for further processing.
What is the frequency of reading invoices from these sources?
Hyperbots offers both real-time and scheduled scanning options, allowing businesses to choose continuous monitoring or periodic scans based on their needs.
Can Hyperbots Co-pilot handle a mix of drives and email inboxes?
Yes, Hyperbots can monitor a combination of email inboxes and cloud drives, ensuring comprehensive invoice discovery across all sources.
Which cloud drives does Hyperbots support?
Hyperbots supports major cloud drives like Google Drive, OneDrive, Dropbox, and Box, ensuring compatibility with diverse storage solutions.
Which email platforms does Hyperbots support?
Hyperbots integrates seamlessly with popular email platforms like Gmail, Outlook, Microsoft Exchange, and custom email servers.
How many email inboxes does Hyperbots support?
Hyperbots supports unlimited email inboxes for invoice discovery, allowing businesses to monitor multiple sources efficiently.
How do Hyperbots agents identify spam emails and invoices?
Hyperbots agents use advanced AI models trained on millions of email and invoice samples to analyze email metadata, content, and attachments, ensuring spam emails and non-invoice documents are filtered out with 100% accuracy.
What is multi-source invoice discovery, and how does it work?
Hyperbots Co-pilot identifies invoices from various sources, including email inboxes, cloud drives (e.g., Google Drive, OneDrive), portals, and file-sharing platforms, ensuring comprehensive coverage.