Invoice Automation with AI Agents

Overview

This project is a proof-of-concept system for automating invoice processing and booking using AI-based agents. It was developed as part of the AIdeas program, in response to a real-world business challenge focused on outsourcing scenarios in Business Process Services (BPS).

The solution operates exclusively on synthetically generated data, designed to reflect real invoice structures and accounting rules without containing any confidential or personal information.

Problem Statement

Invoice processing in outsourcing environments is complex due to:

• Heterogeneous invoice formats (PDFs, layouts, languages)

• Country- and client-specific accounting rules

• Multiple reference data sources (tax codes, cost centers, GL accounts)

• Numerous validation rules and exception cases

• Manual processing is time-consuming, error-prone, and difficult to scale.

Solution

The system automates the end-to-end invoice processing workflow by combining document understanding with rule-based and AI-assisted decision logic.

Key capabilities:

• Extraction of structured data from invoice PDFs

• Validation against reference data and accounting rules (still in progress)

• Automated assignment of accounting attributes

• Exception detection and flagging

The architecture is designed to be modular, enabling further extension into multi-agent or human-in-the-loop setups.

Key Features

• Synthetic invoice data generation for safe experimentation

• Invoice data extraction (vendor, amounts, dates, line items)

• Validation layer against reference knowledge bases

Data

All data used in this project is synthetic and created solely for development and evaluation purposes.

Project Context

Program: AIdeas

Type: Proof of Concept (PoC)

Knowledge Base: Synthetic

Key language: polish

Domain: Invoice Processing, Accounting Automation, BPS

Data sensitivity: Fully synthetic, non-confidential

Limitations

The solution is a PoC and not production-ready

No direct ERP system integration

Performance evaluated only on synthetic data

Accounting rules are simplified representations of real systems

Possible Extensions

Human-in-the-loop validation for flagged invoices

Support for additional invoice formats and languages

Disclaimer

This project uses only synthetic data and was created for educational and demonstrational purposes as part of the AIdeas program. It does not process real invoices and is not intended for direct production use.

Pdf icons created by Shuvo.Das - Flaticon