All work

AI invoice approval agent that cites the policy clause behind every decision

100%of automatic decisions cite a policy clause

Supplier invoices checked against a written procurement policy. Clean cases approve themselves; the rest reach a person with the reason attached.

Client
Docket, our reference build
Sector
Finance operations
Capability
AI agents

The problem

Supplier invoices were checked by hand against a written procurement policy. Automating it only works if every decision can be traced back to the policy and audited later.

What we built

A pipeline that reads each invoice, extracts the fields with the exact text they came from, finds the relevant policy clauses and decides. Clean invoices approve themselves with the clause attached. Anything else lands in a queue where a person approves it in seconds, with the reason already written.

The result

Docket is our reference build. Swapping in a new document type, such as contracts, claims or expense reports, takes a new schema, a new policy and a new connection to the system of record.

of automatic decisions cite a policy clause
100%
to swap in a new document type
1 day

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