Invoice validation

Task status and reporting — Task status & reporting
The problem

Invoices arrive by email, PDF and paper. Someone opens each one, matches it against the supplier record, the purchase order and a budget line, then chases whatever does not reconcile. The checking is the work, and it sits with people whose time is worth more than the task.

Task status and reporting — — Head of Compliance
Exceptions only

Everything that reconciles is approved and routed without a human opening it. Finance sees only the invoices that fail a check — which is where the judgement is actually needed.

Task status and reporting — Weeks
What we do

The solution

Intake automated. Validation built. Routing implemented. Control increased — not reduced.

Task status and reporting — The solution
Invoice intake redesigned

Submission form built for staff. PDF, DOCX, and email accepted. Payment status captured at point of entry — not chased afterwards.

Task status and reporting — A live picture, not a manual pull
Validation and extraction automated

Supplier data, net/gross/tax values, and budget codes extracted automatically into Google Sheets. No manual data entry.

Task status and reporting — What to chase, and who to chase
Approval routing implemented

Invoices routed to the correct budget owner automatically. Approved or rejected in a single action. Accounting notified instantly.

Task status and reporting — Average time-in-status, compared
Full audit trail built in

Every invoice tracked from submission to payment. Status visible in real time. Compliant, reportable, and auditable from day one.

Task status and reporting — Defensible for compliance
How it works

How the workflow runs

From intake to approval — in hours, not days

Task status and reporting — How the picture is built
Input
Task status and reporting — Input
Email
Task status and reporting — Input
PDF upload
Task status and reporting — Input
Online form
Task status and reporting — Input
Shared folder
Task status and reporting — Owner & dates
Processing
Task status and reporting — Input
Data extraction
Task status and reporting — Input
Validation rules
Task status and reporting — Input
Duplicate check
Task status and reporting — Input
Budget matching
Task status and reporting — Flag outliers
Aproval
Task status and reporting — Input
Route to manager
Task status and reporting — Input
Approve / reject
Task status and reporting — Input
Budget coded
Task status and reporting — Where you’re slow
Output
Task status and reporting — Input
Accounting updated
Task status and reporting — Input
Staff notified
Task status and reporting — Input
Audit trail logged
Task status and reporting — Audit-ready report
Task status and reporting — Audit-ready report
Task status and reporting — Audit-ready report
Results

What changed

Automated invoice processing for a financial advice firm.

Every invoice
matched against PO, supplier and budget before it reaches a human
Exceptions only
Finance sees the ones that fail a check, not the ones that pass
Full trail
Who approved what, when, and on what evidence
Task status and reporting — Input
Approval routed automatically to the right budget owner
Task status and reporting — Input
Approval routed to the right budget owner
Task status and reporting — Input
Full audit trail — compliant and reportable
Task status and reporting — Input
Scalable across multiple sites without rework
MoiraCorp Academy — Technical Library

Where is your team still processing manually?

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