Human-in-the-loop

Human in the loop is essential for handling exceptions, decision-making in ambiguous scenarios, or addressing tasks requiring judgment or domain expertise, ensuring accuracy and compliance.

Typically, finance staff such as AP clerks, accountants, controllers, or senior executives are involved to review flagged exceptions, approve payments, validate corrections, or manage escalations in workflows.

Yes, the level of human involvement is fully configurable based on business requirements. Companies can define when and how humans are engaged, such as thresholds for approvals or specific exceptions requiring manual intervention.

Humans are kept in the loop via real-time notifications, dashboards, vendor portals, emails, and interactive Audit Trail Cards, ensuring transparency and ease of engagement.

Yes, Co-pilots incorporate human feedback into their learning cycle through reinforcement learning techniques, improving accuracy and adapting to company-specific practices over time.

• Invoice Processing: When an invoice has missing or mismatched fields, humans are engaged to verify and make necessary corrections.

• Payment Approvals: Payments exceeding predefined thresholds are escalated to senior finance executives for review and approval.

• Vendor Onboarding: If a vendor's W-9 form fails automated validation, humans are notified to manually verify and resolve discrepancies.

• Tax Validation: For complex tax scenarios where automated rules need further clarification, humans intervene to validate the tax calculation.

• GL Coding Adjustments: If the AI’s GL recommendations need modifications, humans provide corrections, which are then learned for future accuracy.