What this agent can do for your business
- Extracts key dataIncluded
- Validates the purchase orderIncluded
- Published payment calendarIncluded
- Never approves paymentsIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Cites the source of every answerIncluded
Extracts number, date, tax ID, amount and purchase order from each supplier invoice, flags what is...
Invoice Intake Assistant
Reviews every supplier invoice before registration and says what to fix so it is not rejected.
Built for: Accounts payable and supplier teams
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Invoices without purchase orders returned late
- Suppliers asking when they get paid
Try Invoice Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Invoice Intake Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Extracts key data
- Validates the purchase order
- Published payment calendar
- Never approves payments
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Required documents and fields (configured); process guide (knowledge base)
Before you buy
Does it approve the payment?
No. It reviews the invoice and leaves it ready for registration; payment follows your approval flow.
Does it validate the purchase order?
It checks it is present and in the configured format; the requesting area gives the approval.
What do I need to configure?
Load your invoicing guide and payment calendar as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
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Answers your suppliers each invoice's real status and what to fix, never changing payment dates.
From USD 299.00 / yearView agentSupplier Quote Comparison Reader
Turns quotes in different formats into a clear comparison of price, lead time and validity, without choosing for you.
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Invoice Intake Assistant
Install the plugin, configure invoice fields and the purchase order format, load your payment guide, connect your AI key and test with a sample invoice.
Full product description
Extracts number, date, tax ID, amount and purchase order from each supplier invoice, flags what is missing or inconsistent and states your published payment calendar. It never approves payments or confirms payout dates: overdue payments go to your team.