Before Agentra
Invoices moved through email and spreadsheets while teams manually checked vendors, PO matches, duplicate risk, and approval thresholds.
Case studies
Representative workflow case
Invoice Approvals: Cycle-Time Reduction Without Audit Gaps
Representative AI invoice approval case study with extraction, PO matching, exception routing, approval thresholds, and audit logs.
What changed
A workflow that extracts invoice fields, checks vendor/PO signals, routes approvals, flags exceptions, and preserves audit context.
Stack involved
- Email inbox
- ERP/accounting
- PO data
- Approval workflow
- Audit log
Before
- Manual extraction
- Approval chasing
- Duplicate risk
- Weak status visibility
After
- Structured invoice intake
- Threshold-based routing
- Exception categorization
- Audit-ready log
KPIs
- Invoice cycle time
- Approval delay hours
- Touchless rate for fit invoice types
- Duplicate-risk reduction
Governance
- AI cannot release payment
- Mismatch review
- Approval thresholds
- Every exception logged
Rejected
- Autonomous payment release
- Unreviewed low-confidence extraction
- Audit-free ERP writeback
| Evidence area | Current status | What would make it stronger |
|---|---|---|
| Case label | Representative workflow case | Approved status, reviewer, and date. |
| Metric movement | Invoice cycle time, Approval delay hours, Touchless rate for fit invoice types, Duplicate-risk reduction | Before/after values, measurement window, and data source. |
| Workflow path | Stack, controls, before/after narrative. | Redacted workflow map, screenshot, or short screen recording. |
| Approval controls | AI cannot release payment, Mismatch review | Approver role, exception sample, and audit-log example. |
Next step
Bring one painful workflow.
Agentra will qualify owner, KPI, data, access, approval rules, and deployment readiness before recommending a diagnostic or rejecting the fit.