Accelerator
Invoices AI Agent
Automating financial truth. Integrated, verified, enforced – an agentic workflow that connects contracts, timesheets and billing into a single auditable flow.
The problem
Revenue rarely leaks loudly. It leaks between systems.
Most consulting and professional services firms don't lose money on poor delivery. They lose it quietly – somewhere between the contract, the timesheet and the invoice.
Timesheets get logged on time but aren't tied back to the right contract. Rates agreed with the client aren't reflected properly in the invoice. Hours are approved, yet still stuck waiting to be reconciled.
Small issues scale fast
On their own, none of these are major problems. But consulting has a way of making small mismatches scale very quickly – across teams, systems and billing cycles.
01The operational chain is longer than it looks
Contracts define the commercial terms. Delivery teams log the work. Approvers confirm it. Finance eventually turns it into revenue. Each step depends on the previous one being correct – and when something drifts early, the discrepancy surfaces much later, usually when an invoice is already being prepared.
02The tools are in place – but don't talk to each other
Timesheets, contracts, ERP, invoicing, reporting – all present. And yet every billing cycle still involves manual sense-checks, a spreadsheet acting as the "source of truth", chasing approvals, and fixing issues after the invoice has already gone out.
03Parallel versions of the truth emerge
The ERP holds one version. The timesheet system has another. And somewhere in the PMO there is a spreadsheet quietly holding everything together. Billing cycles slow down, manual intervention grows, and delivery, PMO and finance spend more time reconciling than they would like.
04Manual invoice processing is the most expensive habit you have
Manual data entry, validation against purchase orders, and exception handling consume significant time and are prone to human error – especially at scale. The cost isn't just operational friction. It's slower cash collection, awkward client conversations, and the quiet erosion of trust.
The solution
All the important checks in one layer.
Professionals can access it via Teams/Slack or other familiar interface.
- Validates hours vs contracts
- Flags mismatches
- Routes approvals
No new tool training required
The backend is your ERP and existing systems, the UI is a familiar communication tool.
How it works
From document to verified invoice – in four agent-driven steps.
An AI-powered workflow that connects your existing contracts, timesheets and billing systems, validates every invoice against the underlying agreement, and routes only genuine exceptions to humans.
Ingest
Multi-format intake: PDFs, scans, email attachments, electronic invoices, Letters of Engagement and timesheet exports.
The agent extracts structured data – line items, amounts, dates, VAT, supplier and project references – with high accuracy.
Interpret
- AI reads contracts and LoEs to extract commercial terms.
- Maps timesheet entries to projects, rates and approval rules.
- Builds a semantic link between contract intent and delivery reality.
Validate
The agent matches every invoice line against contracts, purchase orders, delivery receipts and approved timesheets – flagging mismatches, rate drift, and out-of-scope items, e.g.:
This invoice charges 12 days at senior rate, but the LoE caps senior time at 8 days.
Act
- Auto-approves clean invoices and routes them to payment.
- Categorises exceptions, attempts auto-resolution, and escalates only what needs human judgement.
- Writes back to ERP and accounting systems – fully audited.
Preparation phase
Contracts and LoEs are ingested once, then re-read whenever a new version is signed. Timesheet and ERP connections are configured during setup. No disruption to daily finance operations.
Interaction phase
Finance and PMO teams review flagged exceptions, approve or correct, and ask questions in natural language. The agent learns from every correction – accuracy improves over time.
It works with what you have
Contracts and Letters of Engagement, timesheets, billing and finance systems. The agent connects these artefacts into a single, end-to-end process, uses AI to interpret contract intent, validate delivery against agreements, and supports finance teams with explainable, agent-driven automation.
No new massive platform just to "drive adoption." No heroic PMO workarounds. Just fewer surprises – for finance, delivery teams, and clients.
Finance controller →
Which invoices this month don't match the rates in the underlying Letter of Engagement?
Show me timesheets logged against contracts that have already reached their cap
PMO lead →
Where are approvals stuck more than 5 days, and which billing cycles will they delay?
Flag every project where logged hours diverge from the contracted scope by more than 10%
What changes
Fewer surprises. Faster cash. Quieter month-ends.
When contracts, timesheets, approvals and invoices stay aligned throughout delivery, the results are rarely dramatic – but they are noticeable:
- Faster billing cycles
Process cycles that took 5–7 business days now complete in hours. Cash collection accelerates. - Lower error rates
Discrepancies are caught while work is still happening – not weeks later during reconciliation. - Reduced manual effort
PMO and finance stop chasing mismatches. Senior people focus on judgement calls, not data entry. - Scalability without proportional cost
Invoice volume can grow without finance headcount growing in step. Peaks absorbed by the agent. - A full audit trail
Every validation, override and write-back is logged – ready for internal audit, external auditors, or client queries.
None of this is glamorous work. But in professional services, the firms that get these operational basics right tend to run much smoother businesses – and clients notice, even if only because nothing ever seems to go wrong.
Our insights
Case studies, articles, and thought leadership from our senior engineering team.
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