Freeze the received invoice
Retain the original file, channel, receipt time, sender context and document fingerprint.
Workflow blueprint
Invoice automation begins with an immutable source and a reversible proposal
An inbound document packet that separates captured candidates from approved finance facts.
Describe intake controls without claiming OCR, AI extraction, purchase-order matching, fraud detection, tax validation, automatic approval, payment, clearance or journal posting.
TL;DR — Describe intake controls without claiming OCR, AI extraction, purchase-order matching, fraud detection, tax validation, automatic approval, payment, clearance or journal posting.
Present captured fields as candidates
Keep supplier identity, duplicate key, amounts and references unapproved until compared with the source.
Route each exception to its evidence owner
Request order, receipt, delivery, arithmetic or changed-document evidence without inferring acceptance.
Hand a reviewed packet to finance
Preserve corrected versions, decision history, approval boundary, retention instruction and downstream receipt.
Page-specific decision aid
An immutable-source, extraction-candidate, exception and finance-handoff packet
The packet receives one supplier PDF, records channel and fingerprint, proposes supplier and amount fields, flags a duplicate candidate, requests a missing order and receipt, exposes an arithmetic difference, records the reviewer correction, supersedes a changed document and hands the accepted evidence version to finance with retention instructions.
- ✓Captured text is not approved data.
- ✓A document match is not payment authority.
- ✓A changed invoice creates a new source version.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓The source file remains unchanged after capture
- ✓Extracted values are proposals until reviewed
- ✓A match cannot prove delivery tax or payment authority
- ✓OCR AI fraud payment clearance tax approval and posting claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow