Finance · Illustrative Workflow
Finance Invoice Exception Resolution
Invoices remain on hold because purchase orders, receipts and prices do not match.
For AP operations manager and finance controller. Illustrative Workflow — scope and availability require validation. Not a commercially available Pack, live integration or customer deployment.
Agent Assist
- Review invoice, PO and receipt records
- Identify mismatched fields and applicable tolerance rules
- Prepare a correction, hold or exception recommendation
Agent Execution
- Create the exception and route the approval task
- Request a corrected invoice when authorized
- Apply approved workflow updates through validated interfaces and verify final status
Human Control
Financial adjustments and payment authorization remain subject to configured finance approvals.
Exceptions and Failure
Missing receipts or rejected adjustments leave the hold in place. A requested credit note is not proof of receipt or payment.
Systems and Prerequisites
ERP · Approval workflow · Supplier communications. Identify the exact product/version, validate interfaces and authorized data access, define separate read/write permissions, approval owners, rate limits and verification evidence before implementation.
- Example Input
- An invoice, PO, receipt and tolerance policy.
- Example Output
- A discrepancy summary, decision record and verified exception status.
Outcome Measurement
Agree the Baseline Before Acting.
Define each KPI, source, comparison scope and observation period. Simulated completion and modeled time reductions are not verified customer outcomes.
- Exception cycle time
- Manual handling effort
- Processing cost
- Overdue invoices
Fictional Investigation
Inspect the Sources, Decision and Authorized Path.
Fixed sample inputs and illustrative scores—not hidden reasoning, live data, verified deployment documentation or customer evidence.
Agent Findings
Investigation has not run. Review the fixed evidence before generating the sample decision summary.
Fictional enterprise demonstration · Trigger: Three-way match failure from ERP event stream · Today, 09:15. All records and timestamps are fictional.
Evidence Sources and Reconciliation
ERP · INV-2048/evidence-1
- Collected / compared
- Unit price 4.2% above PO on 2 of 9 lines
- Freshness
- Fixed demonstration snapshot; live freshness not established
- Reliability
- Record supplied as fictional evidence
- Missing or conflicting
- Contract price list last synced 6 days ago.
- Read permission
- Read the referenced sample evidence; no live source access
Approval workflow · INV-2048/evidence-2
- Collected / compared
- Quantities match; receipt posted on time
- Freshness
- Fixed demonstration snapshot; live freshness not established
- Reliability
- Document supplied as fictional evidence
- Missing or conflicting
- Contract price list last synced 6 days ago.
- Read permission
- Read the referenced sample evidence; no live source access
Supplier portal · INV-2048/evidence-3
- Collected / compared
- Contract price matches PO, not invoice
- Freshness
- Sample sync 6 days before trigger
- Reliability
- Document supplied as fictional evidence
- Missing or conflicting
- Contract price list last synced 6 days ago.
- Read permission
- Read the referenced sample evidence; no live source access
Configured policy · INV-2048/evidence-4
- Collected / compared
- Variance exceeds 2% auto-resolution tolerance
- Freshness
- Fixed demonstration snapshot; live freshness not established
- Reliability
- Policy check supplied as fictional evidence
- Missing or conflicting
- Contract price list last synced 6 days ago.
- Read permission
- Read configured approval policy
Evidence Confidence
Illustrative fixed-input assessment: arithmetic mean of listed evidence-quality factors (0–100). Not statistically calibrated, business impact or authorization.
Evidence Confidence · 80/100 illustrative
- Sample source completeness: 80/100 fixed sample input — Contract price list last synced 6 days ago.
- Sample agreement: 80/100 fixed sample input — Supplier invoiced above contracted price on two lines. No receipt or quantity issue found.
Operational Risk Score
High · 2.75/3 illustrative risk band
Weighted mean of impact factors rated 1–3: Low < 1.5, Moderate 1.5–<2.5, High ≥ 2.5. Independent of evidence confidence; no score grants permission.
- Business impact: 3/3 × weight 2 — $48,200 invoice on hold; payment terms at risk in 4 days
- Change sensitivity: 3/3 × weight 1 — AP payment-hold permission; supplier messages via approved channel
- Reversibility and scope: 2/3 × weight 1 — Consequential actions require named approval and outcome checks
Next Best Actions
Ranked recommendations appear after investigation.
Approval Status
Detected · AP Operations Manager. Scope: AP payment-hold permission; supplier messages via approved channel. Authorization comes from the configured authority, never from confidence or risk scores.
Execution Activity
Stable case/operation keys and original approval scope govern retries; completed operations are not replayed. Requests below are fictional, not real API specifications.
1. Write · ERP
Request: Place payment hold on 2 lines; sample operation key INV-2048-1
Not executed. No result exists yet.
2. Write · Approval workflow
Request: Send credit-note request; sample operation key INV-2048-2
Not executed. No result exists yet.
3. Write · Supplier portal
Request: Schedule unaffected lines for payment; sample operation key INV-2048-3
Not executed. No result exists yet.
4. Write · ERP
Request: Queue conditional credit-note matching and corrected-line release; sample operation key INV-2048-4
Not executed. No result exists yet.
Verified Outcome
Not verified. An API response or completed operation is insufficient.
- Credit note received and matched to lines 3 and 7 · pending
- Corrected invoice paid within terms · pending
KPI to measure separately: Touch time per exception (min). ~$3.1K / month handling effort (modeled).
Practical Rollout
Start With One Workflow. Prove the Value. Expand Deliberately.
Scope and readiness are agreed for your environment—not promised against an unsupported deployment timeline.
01Select
Customer Provides
One recurring challenge, its owner and representative examples.
Fynite Helps Configure
A bounded assist/execution workflow and the decisions it should support.
Completion Gate
Owner, problem and success criteria agreed.
02Connect
Customer Provides
System inventory, interface owners, data-access and authentication prerequisites.
Fynite Helps Configure
Validated sources, permissions and separately scoped read/write actions.
Completion Gate
Required interfaces and access approved and tested.
03Configure
Customer Provides
Business rules, allowed actions, approval thresholds and verification criteria.
Fynite Helps Configure
Assistive behavior, deterministic steps, human checkpoints and escalation routes.
Completion Gate
Workflow boundaries and accountable reviewers signed off.
04Validate
Customer Provides
Representative normal cases, exceptions and failure/review examples.
Fynite Helps Configure
Tests for evidence quality, policy, rejected actions, retries and outcome checks.
Completion Gate
Acceptance criteria met; unresolved gaps have owners.
05Deploy and Measure
Customer Provides
Production-readiness review, baseline metrics and observation period.
Fynite Helps Configure
Agreed deployment approach, monitoring and comparable outcome measurement.
Completion Gate
Readiness approved; measured results reviewed against the original baseline.
Scope and availability require review. This example does not establish supported connectors, autonomous actions, timelines or guaranteed outcomes.