Automated Invoice Processing
The Invoice Agent extracts, validates and posts incoming invoices directly into your ERP — even when layouts change, invoices are partial, or purchase order references are missing.
| Pos. | Description | Qty. | Amount |
|---|---|---|---|
| 1 | Office Chair ErgoPlus | 5 | 600.00 |
| 2 | Desk ProLine | 3 | 1'050.00 |
| 3 | Monitor 24" LED HD | 4 | 720.00 |
| 4 | Keyboard & Mouse Set | 2 | 150.00 |
How It Works
How the Invoice Agent works
The Invoice Agent combines template-free AI-based document recognition (IDP) with deeply integrated business and accounting logic, ensuring invoices are not only correctly extracted but processed ready for workflow and posting.
From Standard to Reality
Most tools automate the standard case.
Finance teams are left dealing with everything that deviates from it. That is exactly where the Invoice Agent comes in.
Clean, structured, clearly matched.
- Invoice arrives as a structured PDF with a consistent layout
- Clear PO number, 1:1 match to the purchase order
- Quantities and prices match the purchase order exactly
- One tax rate, one currency, clean payment terms
- Direct handover to the ERP, no manual rework
Mixed formats, deviations, exceptions.
- Every supplier sends differently: PDF, scanned, by email, in changing layouts
- Partial invoices, credit notes and consolidated invoices spanning several POs
- Quantity and price deviations within and outside tolerance
- Non-PO invoices that need to run through a structured approval workflow
- Different tax rates, currencies, surcharges and discounts on a single invoice
Benefits
Benefits of digital invoice processing
Extracted and validated invoice data is prepared ERP-ready and seamlessly transferred into existing enterprise systems. Business context, validation logic and process rules ensure direct, posting-ready booking.
Integrated IDP Core
Intelligent Document Processing for automatic invoice recognition, separation and classification.
Template-Free Invoice Extraction
Automatically processes invoices from new suppliers and changing layouts -- without manual configuration per supplier.
Intelligent Invoice Matching
With automatic handling of partial deliveries, quantity and price discrepancies.
Integrated Accounting Logic
Cost centers, GL accounts, tax logic and tolerance checks directly in the process -- posting-ready data instead of just raw data.
Human in the Loop for Invoice Approval
Intelligent exception handling -- humans intervene only for discrepancies, multi-level approval workflows by role and amount.
End-to-End-Reporting
Full transparency on straight-through processing rates, open approvals, processing times and bottlenecks -- ideal for finance and management.
Who it's for
Meaningful impact across every finance role
The same agent, three different perspectives. Less routine for the team, more control for finance, more reliable numbers for the business.
For accounts payable
No more line-by-line checking. The agent extracts, classifies and matches against purchase order and delivery note. Staff only review what genuinely needs a decision.
For finance & controlling
Transparency over straight-through rate, open approvals and cycle times. Cost centres and accounts are assigned inside the process — month-end becomes predictable.
For the business
Invoice volume can grow without headcount scaling with it. Processes stay consistent across sites and subsidiaries — with a traceable audit trail.
Use Cases
The Invoice Agent in practice
Discover how companies successfully use the Invoice Agent for their document processing.
Incoming Invoice Automation with 3-Way Matching
Automatically verify incoming invoices, match with purchase orders and delivery notes, and route for approval -- with Netsuite integration.
InsuranceMailroom Automation in the Insurance Industry
Automatically process daily incoming mail -- across all channels, with high straight-through processing rates and seamless scanning center integration.
About Dokumentas
Built by experts for real processes
Dokumentas is developed by ESGroup, an independent software company with offices in Switzerland and Poland.
20+ Years of Experience
Specialized in software development and process automation for over two decades.
Modular Platform
Standard modules that can be individually customized. Fast, stable, future-proof.
Switzerland & Poland
Independent software company with offices in Switzerland and Poland -- close to customers, globally connected.
Our Approach
5 steps to successful invoice automation
Understand the current state
Identify automation potential and jointly evaluate current processes.
Define the starting use case
Set a clear focus -- which process delivers the fastest ROI?
Live demo with your invoices
No generic slides -- we process your real invoices live.
End-to-end review
From invoice receipt through validation to ERP posting -- optimize every step.
Roadmap & Exit Options
Transparent plan with milestones, timelines and flexible exit options.
Compare
Why Dokumentas for digital invoice processing?
No more manual workflows and rigid template systems. Dokumentas.ai automates your invoice processing intelligently and scalably.
- Template-based extraction (manual setup per supplier)
- Data extraction only, no business logic
- High manual effort for discrepancies
- Rigid ERP integration without validation
- No continuous improvement
- Template-free AI extraction (automatic for new suppliers)
- Integrated matching & accounting logic
- >80% straight-through processing via intelligent validation
- ERP-ready data mit Business-Kontext
- Continuous learning through human-in-the-loop
FAQ
Frequently asked questions
Everything you need to know about the Invoice Agent and automated invoice processing.
Bereit?
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