From invoice inbox to ERP-ready JSON
AP automation is not only invoice OCR. The workflow needs invoice capture, vendor identification, line-item extraction, PO matching, duplicate checks, tax and total validation, approval routing, and an audit trail for exceptions.
Extract
Invoices, receipts, purchase orders, statements, and vendor forms.
Validate
Reconcile totals, tax, currency, dates, PO numbers, and duplicate invoices.
Route
Send clean invoices to ERP systems and uncertain fields to review queues.
Where it fits
Use Cogneris when your finance team needs structured AP data but your product or operations team also needs API control, webhooks, tenant boundaries, and evidence for audits.
AP workflow schema
A production AP automation API should return more than header fields. Cogneris can return invoice lines, tax and freight values, PO references, payment terms, vendor identifiers, duplicate signals, validation errors, review state, and source citations in the same response.
| Workflow step | Fields and checks | Handoff |
|---|---|---|
| Invoice capture | Vendor, invoice number, dates, totals, tax, currency, line items, remittance details. | ERP draft, AP inbox, or review queue. |
| PO matching | PO number, buyer, seller, quantities, unit prices, received goods, tolerance rules. | Matched approval or exception task. |
| Exception review | Low confidence fields, duplicate invoices, mismatched totals, missing tax IDs, policy failures. | Reviewer decision with audit record. |
| ERP export | Normalized JSON, webhook event, validation status, source evidence, retry metadata. | SAP, NetSuite, Oracle, Workday, Coupa, or custom finance systems. |
ERP and e-invoicing coverage
AP teams increasingly need both unstructured document extraction and structured e-invoicing workflows. Cogneris can handle email PDFs, scanned invoices, attachments, purchase orders, PEPPOL exceptions, and vendor documents before sending approved data downstream.