Use cases · Finance
Book supplier invoices
For companies with many supplier invoices. Every invoice arrives in one place, is checked and is only booked and paid after approval.
Starting point
Invoices arrive by email, on paper and as attachments in different inboxes.
Whether the invoice matches the order and the goods really arrived is checked by hand or not at all.
The same invoice is entered twice and sometimes paid twice.
How it runs in relyd
Every invoice in one place
Supplier invoices go to the invoice inbox. If someone uploads an invoice to the files, the AI Steward recognises it and suggests forwarding it.
- Invoice inbox for supplier invoices
- Receipts recognised in the files
- Expenses in the same place
Check and match
The AI Steward checks supplier, account, purchase order and duplicates and matches the invoice with order and goods receipt. For foreign currency it compares the rate with booked rates.
- Matching with order and goods receipt
- Duplicate invoices caught
- Rate check for foreign currency
Approve and book
The approval is prepared. If an expense waits two days, the approver gets a task with a short assessment. After approval the invoice is booked and queued for payment.
- Prepared approval
- Reminder when approval waits
- Booking and payment from one record
What the AI Steward takes on
Receipt detected
Recognises supplier invoices uploaded to the files and suggests forwarding them to the invoice inbox.
Check incoming invoice
Checks supplier invoices from the invoice inbox for supplier, account, purchase order and duplicates, and prepares the approval.
Duplicate supplier invoice
Spots new expenses that repeat an existing one by receipt file or supplier invoice number, before they are paid twice.
Match supplier invoice
Compares supplier invoices with the purchase order and goods received and reports differences.
Foreign-currency document
Compares the exchange rate of new foreign-currency expenses with the rates booked around the same date and reports large differences.
Expense waiting for approval
Checks expenses waiting for approval for 2 days: pre-checks receipt, category and amount and proposes a task for the approver with a short assessment.
What changes day to day
- No supplier invoice gets lost
- Only what was ordered and delivered gets paid
- Duplicate invoices are caught before they are paid
- Accounting checks exceptions instead of every invoice
Modules involved
Fitting industries
See this workflow with your own example
We show the workflow in a demo with your data. Or try relyd yourself, free for 14 days.