Review your bills before payment
Invoices extracted, checked, coded, and routed for approval.
What does this agent do?
OpenBooks reviews bills before payment by extracting invoice details, checking duplicates and policy exceptions, proposing accounting treatment, and routing a complete package to an authorized human approver.
What OpenBooks needs
- Bill inbox or uploads connected
- Approval policy configured
What OpenBooks will do
- I extract the vendor, dates, amounts, terms, line items, and payment instructions.
- I check for duplicates, unusual changes, missing purchase context, and policy exceptions.
- I propose the account, fund, grant, department, and supporting evidence.
- I route the bill to the right human approver with the questions that matter.
- I prepare the approved bill for payment without releasing funds myself.
What you get
An approval-ready bill queue with extracted details, proposed coding, checks, and evidence.
Know exactly what you’ll receive
Give approvers a complete decision instead of forwarding invoices and asking whether they look right.
- Invoice and line-item extraction
- Duplicate and anomaly checks
- Proposed account and fund coding
- Policy and evidence exceptions
- Approval history and payment-ready package
A clear fit before you start
Small finance teams processing vendor bills without a dedicated accounts-payable department.
You can customize
- Approval thresholds
- Account and fund rules
- Duplicate checks
- Approvers and payment system
OpenBooks prepares. You decide.
- 1
OpenBooks extracts, checks, and proposes coding for each bill.
- 2
The authorized budget owner and finance reviewer approve or reject it.
- 3
The approved bill is prepared for your payment system; OpenBooks does not release funds.
Before you start
Can OpenBooks pay a bill without approval?
No. OpenBooks prepares the bill and routes it for review. An authorized person controls approval and the release of funds.
What duplicate checks are performed?
The review can compare vendor, invoice number, date, amount, line items, and payment history, while keeping uncertain matches visible.
Can I edit the draft before anything happens?
Yes. OpenBooks prepares a private draft and surfaces questions. You can correct the narrative, classifications, figures, and recipients before approval.
Does OpenBooks make the final decision or submit for me?
No. OpenBooks prepares and organizes the work. Your authorized human reviews every consequential decision and handles certification or final submission where required.
How is each number verified?
Figures stay linked to the underlying ledger, transactions, and available evidence so reviewers can trace the source instead of relying on a summary alone.
What if my books are not ready?
Start anyway. OpenBooks identifies the missing prerequisites and unresolved items so you have a concrete checklist instead of discovering gaps at the deadline.
Use the words you would actually search
- How can AI process invoices?
- How do I automate accounts payable approvals?
- How do I detect duplicate vendor bills?
An approval-ready bill queue with extracted details, proposed coding, checks, and evidence.
~1 min per clean bill, then human approval.