AI-assisted approvals / Illustrative example
Automate the work. Keep the decision.
Move an invoice from intake to a checked proposal, then let a person decide what happens next.
by design.
The problem behind the idea.
Teams retype details, look up purchase orders and chase approvals. Automating the steps is useful only if errors and exceptions remain visible before records are written.
The workflow
How the pieces connect.
Read the incoming document
Validate fields against reference records
Route exceptions and request a human decision
Record the approved action and its history
Illustrative product concept
A window into the experience.
Move an invoice from intake to a checked proposal, then let a person decide what happens next.
Read the incoming document → Validate fields against reference records → Route exceptions and request a human decision → Record the approved action and its history. This screen illustrates a possible product. It uses fictional content and does not execute an AI model or external action.
What a solution could include.
- Structured extraction
- Validation rules
- Role-based approvals
- Activity history
What needs to be considered.
- Accounting APIs and write permissions must be available.
- Payment execution is a separate, explicitly authorised scope.
- Supplier, tax and approval rules need a designated business owner.
A practical delivery approach.
Map one document type and approval policy. Test on representative samples, keep a person in the loop, then add integrations and recovery paths.
Make it your own
Shape a starting point.
Choose the options that matter. We’ll use them to create an editable brief for a real conversation.
The next possibility
Make the example your own.
Tell us what is different in your world. We’ll help define the scope.