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
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.