Why month-end close still takes a week.
Manual data entry at scale
AP teams re-key vendor names, invoice numbers, amounts, and GL codes for every invoice — compounding error rates across thousands of documents per month.
Reconciliation errors at close
Discrepancies between invoices, POs, and receipts aren't discovered until month-end reconciliation — too late to dispute without damaging supplier relationships.
Audit evidence gaps
SOX and external audits require full evidence of every transaction decision. Manually assembled audit packages take days to produce and are prone to gaps.
From invoice inbox to ERP without touching it.
Cogneris extracts every field from every invoice, suggests GL codes and cost centres, validates against your PO register, and pushes results directly to your ERP — with a complete audit trail included.
- GL-code suggestion and cost-centre tagging — extracted invoice data maps to your chart of accounts automatically, with override capability for edge cases.
- Pre-built ERP connectors — direct push to NetSuite, QuickBooks, Xero, SAP, and Oracle. No custom integration work required.
- SOX-ready audit trail — every document decision (extracted value, confidence score, reviewer, timestamp) is permanently logged and exportable for any audit without manual evidence gathering.
- Exception-only human review — low-confidence extractions and matched-against-PO discrepancies surface to reviewers. Everything else flows straight through.
Three-way match. Done.
Finance automation isn't OCR — it's a workflow. Extraction is one step. Three-way match against POs and goods receipt. GL coding by category. Variance detection at the line-item level. Approval routing by amount. Exception handler queues for the 5-10% of invoices that need human eyes. Cogneris bundles all of it into one platform; the alternative is gluing five vendors together.
Three-way match engine
Invoice ↔ PO ↔ goods receipt note. Line-item granularity. Configurable tolerance thresholds. Exceptions routed automatically.
GL coding rules engine
Vendor-specific GL accounts, cost centers, and tax codes. Learnable per-vendor coding from your historical entries. Auditable rule application.
Approval routing
Configurable workflows by amount, GL account, or vendor. Slack / email / in-app notifications. Escalation if approver SLA misses.
Exception queue
5-10% of invoices need human review. The exception queue surfaces them with the failing rule highlighted, ready for a single-click resolution.
Pushes data where it already lives.
Cogneris doesn't replace your ERP — it removes the data-entry layer between AP teams and the ERP. Native integrations exist for every major financial system; custom integrations ship in days, not months.
- NetSuite — Bi-directional sync. Vendor records, GL accounts, cost centers pulled in. Approved invoices pushed as Vendor Bills with attachments.
- SAP S/4HANA — OData-based integration. Supports company codes, cost centers, profit centers, tax codes. Works with both on-prem ECC and cloud S/4.
- Oracle Cloud ERP — REST + OAuth integration. Supplier hierarchy, segment-based GL coding, and Oracle's approval workflows mirrored in Cogneris's review UI.
- Workday Financials — Customer Central integration. Supplier invoice records created with full line-item detail and matching attachments.
- Microsoft Dynamics 365 — Common Data Service integration. Vendor invoices created with line-level detail; PowerAutomate flows can extend the workflow.
The document types behind AP, AR, and reconciliation.
Finance ops runs on inbound invoices, expense receipts, statements that need matching to the GL, and payroll documents that touch tax filings. Cogneris extracts each into structured records ready for ERP ingestion.
For category context, see the IDP buyer's guide, the 2026 State of Document AI report, or estimate ROI at your volume.
- Invoice extraction — vendor invoices with line items, GL-code hints, totals, and 3-way matching ready for NetSuite, SAP, Oracle, Workday, QuickBooks, and Xero.
- E-invoicing automation — invoice intake, tax and total validation, PO matching, review routing, ERP handoff, and audit trails for AP compliance.
- SAP document extraction — extract AP packets before sending clean or reviewed invoice, vendor, PO, and receipt data into SAP-centered workflows.
- Receipt extraction — employee receipts for T&E with itemized purchases, policy-flag detection, and routing for reimbursement workflows.
- Bank statement extraction — bank and credit-card statements with transaction-level parsing for monthly reconciliation, fraud review, and cash-position reporting.
- Payroll extraction — pay stubs, W-2s, and 1099s with wage and withholding data tied to general-ledger and tax-filing workflows.
Common questions.
How does Cogneris handle the 5% of invoices with weird formats?
Do we have to replace our existing ERP?
How does GL coding actually work?
Can we audit GL coding decisions?
What's the typical deployment timeline?
Close faster. With confidence.
30 minutes to see Cogneris processing your actual invoice formats — with GL-code mapping and ERP push configured to your chart of accounts.