Invoice checks & reconciliation
Reading a document is only the beginning. Totals, duplicate references and payment allocations still need to agree.
Finance & operationsAn invoice should add up.
An invoice should add up.
Before it hits the ledger.
Extract the invoice, recalculate its total and match a payment to the balance. Keep discrepancies visible for review.
Use AI to extract the document, then apply exact-cent checks and stable invoice and payment identities before recording the result.
A useful fit for
Operations and finance teams checking supplier documents and tracking outstanding balances.
One connected
sequence.
- 01
Read
Extract the invoice
- 02
Check
Recalculate the total
- 03
Record
Retain the ledger entry
- 04
Reconcile
Allocate the payment
- Structured invoice and line items
- Independent total check and review state
- Persistent ledger and payment allocation
- Traceable outstanding balance
- A mismatched total stays in review.
- A repeated payment does not allocate twice.
- A posted invoice cannot silently change its total.
Inside the working exampleSee the output.
See the output.
Inspect the logic.
Explore the saved workflow, its source records and execution steps. The example’s business records and controls run on Puzinski’s custom backend; external connection receipts show which provider requests were verified.
Open the working example ↗
Explore the workspace ↗Tools & implementation
- OpenAI
- Reads supplier invoice text into structured line items.
- Custom finance logic
- Recalculates in cents and protects invoice and payment identities.
- Netlify persistent storage
- Retains the ledger, allocation and execution receipts.
A workflow built around your businessBring the problem.
Bring the problem.
Let’s map the next step.
Share your current process, the tools involved and the result your team needs to review. We’ll define the build, integrations, approval points and handover before work begins.