Invoice & Bookkeeping Agent

A custom-built bookkeeping agent that extracts vendor, amount, due date, and line items straight off incoming invoice PDFs, matches the vendor against the existing directory and chart of accounts, and posts a clean record into the books. Invoices from a new or unmatched vendor, anything flagged as a possible duplicate, or amounts over $10,000 are held in a review queue instead of posting automatically. The extraction and matching logic here is built around one company's chart of accounts — it re-maps to any organization's own vendor list and GL codes.