Invoice Reconciler Agent
Check vendor bills before you pay them.
The agent compares each received bill with the records and rates you provide. It flags possible duplicates, price differences, and missing matches so your team can decide what to pay.
This is a starting design that we adapt to your company. Before we agree on a plan, we confirm what the agent can access, your approval rules, and what the finished task looks like.
Each bill comes to you with the records you need to review it.
It starts with
- A bill hits the inbox
- A work order with no bill
- A staged bill sitting too long
- Extracts the line items
- Matches to a work order
- Compares to the approved rate
- Checks for a duplicate
You get
- Draft bill prepared for approvalasks first
- Price difference flagged
- Vendor inquiry drafted
- Owner approval requestedasks first
This is how the agent works once it’s set up and approved. If a record is missing, a connection fails, or a person needs to decide, it goes to your team. It isn’t marked done until the agreed result is confirmed.
What the agent can access
Reads only
- The invoice document
- Open and closed work orders
- Rate card and vendor list
- Prior invoices from this vendor
- Owner approval thresholds
Can change
- Draft bills in your books
When the agent stops and asks
Within your approved rules
- Reading and matching bills
- Flagging a price difference
- Drafting a vendor inquiry
Asks you first
- A price difference above your limit
- Any match it is not confident aboutalways
- A suspected duplicatealways
- A vendor not on your master list
Never, at any stage
Pay anything.
The agent prepares drafts and flags questions. A person approves the bill and makes the payment.
Where this can save your team time
It saves the time your team spends matching bills and pulling together the records needed to sort out a price difference.
Agents that work alongside it
Questions about the Invoice Reconciler Agent
What does the Invoice Reconciler Agent do?
The agent compares each received bill with the records and rates you provide. It flags possible duplicates, price differences, and missing matches so your team can decide what to pay.
What does the Invoice Reconciler Agent need access to?
It reads the invoice document, open and closed work orders, rate card and vendor list, prior invoices from this vendor, owner approval thresholds. The only things it can change are draft bills in your books.
What will the Invoice Reconciler Agent never do?
Pay anything. The agent prepares drafts and flags questions. A person approves the bill and makes the payment.
Tell us what’s taking up your team’s time.
On the first call, we’ll learn about your work and tell you about Openhour. We won’t talk about pricing yet. Then we’ll schedule a second call to walk you through a proposal.