02 - Accounts Payable AI Agent (AP Agent)

The Accounts Payable AI Agent automates and optimizes how you handle vendor bills and payments. It supports the following capabilities:

Automatic Bill Data Extraction:

• When you upload a vendor bill (PDF or image), the AI reads the bill using intelligent parsing (beyond traditional OCR).
• Extracts key information: Vendor name, address, line items, amounts, taxes, due date.

Auto-Fill of Repeated Entries:

• After initial user mapping of GL, product, tax, and vendor, the AI learns the pattern.
• On future uploads from the same vendor, the system auto-fills these fields.
• If any changes are made, AI updates its model to use the new values in future.

Email-to-Bill Conversion:

• If vendors email their invoices to your configured mailbox, the AI:
  • Captures the email.
  • Extracts the bill.
  • Creates a draft bill inside the system.
• User can review and post the bill with minimal input.

Bank Sync Integration:

• When the bill is paid and the bank transaction is synced, the AI can auto-match the payment to the bill, marking it as paid.

Benefits:

• Reduces time spent on manual bill entry.
• Minimizes errors in GL and tax classification.
• Enables faster vendor payment cycles.