Use Cases — Finance

Invoice Processor

Reads incoming invoices (PDF, email attachments), extracts line items and totals, matches to purchase orders, flags discrepancies, and routes for approval — reducing processing time from days to minutes.

Billing unit

Per invoice processed

Pay only for the value delivered. No upfront cost.

The result

Invoices are processed in minutes. Matched invoices go straight to payment queue. Discrepancies are flagged with context for human review only.

The problem

What happens without this agent.

Before

AP teams manually key invoice data into ERP, check against POs, and chase approvals over email. Processing takes 2–5 days per invoice. Errors cause payment delays.

How it works

Step by step: how the Invoice Processor operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Invoice arrives via email or supplier portal

  2. 2

    Agent extracts: vendor, date, line items, totals, VAT, payment terms

  3. 3

    Matches invoice to corresponding PO in ERP system

  4. 4

    Flags any discrepancies: price differences, missing PO, duplicate

  5. 5

    Routes clean invoices to approval workflow automatically

  6. 6

    Logs all actions in audit trail and updates AP dashboard

Why it matters

Built for your Finance team.

The Invoice Processor is designed specifically for Finance processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per invoice processed, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

AP teams manually key invoice data into ERP, check against POs, and chase approvals over email. Processing takes 2–5 days per invoice. Errors cause payment delays.

With the agent

Invoices are processed in minutes. Matched invoices go straight to payment queue. Discrepancies are flagged with context for human review only.

FAQ

Common questions about the Invoice Processor.

What does the Invoice Processor do?
Reads incoming invoices (PDF, email attachments), extracts line items and totals, matches to purchase orders, flags discrepancies, and routes for approval — reducing processing time from days to minutes.
What is the business impact of the Invoice Processor?
Invoices are processed in minutes. Matched invoices go straight to payment queue. Discrepancies are flagged with context for human review only.
How is the Invoice Processor deployed?
The Invoice Processor is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Finance systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per invoice processed.
How much does the Invoice Processor cost?
The Invoice Processor follows theywork365's pay-per-action model: you pay only per invoice processed, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.

Ready to deploy the Invoice Processor?

Talk to an expert. We'll scope the agent to your exact processes in one call — no commitment required.

Talk to an Expert