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CodeByDesign

Solution blueprint

Invoice and supplier document automation with human review

How we automate extraction and validation of supplier invoices and certificates, routing only uncertain cases to people.

Manufacturing

This blueprint describes our typical approach to this kind of problem. It is not an account of a specific client engagement, and outcomes depend on each organisation's data, systems and goals.

The challenge

Accounts payable and quality teams manually key data from thousands of supplier documents in different layouts, causing delays, duplicate payments and late approvals.

Outcomes we measure

  • Straight-through processing rate
  • Average handling time per document
  • Field-level extraction accuracy on the labelled test set
  • Duplicate or erroneous payments detected

Our approach

  1. 01

    Sample documents across suppliers and label a representative test set.

  2. 02

    Configure extraction for each document type and validate against purchase orders and supplier records.

  3. 03

    Set confidence thresholds so routine documents flow straight through while exceptions go to review.

  4. 04

    Integrate approved data with the ERP and record every change for audit.

  5. 05

    Review reviewer corrections monthly to improve extraction and rules.

Architecture

Solution architecture

  1. Layer 1

    Intake

    Shared mailbox and supplier portal uploads

  2. Layer 2

    Understanding

    Document AI extraction plus LLM classification

  3. Layer 3

    Validation

    PO matching, duplicate detection and business rules

  4. Layer 4

    Review

    Web review queue highlighting low-confidence fields

  5. Layer 5

    Integration

    ERP posting via API with reconciliation reports

Related

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Intelligent Process Automation

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Enterprise Integrations

Connect ERP, CRM, data platforms and AI services so information flows reliably across the business.

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