Stop reading invoices manually. Let the agent extract, categorize, and route them.
An AI processing engine that accepts any invoice format, extracts vendor information, line items, totals, and GL codes in seconds, flags anomalies, and routes automatically for approval.
Want invoice processing to stop consuming your team's time?
Preisser Solutions builds AI invoice processors trained on your vendor roster, GL structure, and approval chain. The first conversation covers your current volume and your accounting stack.
Scope this for my business75% reduction in manual invoice handling time
What it does
Manual invoice processing is one of the highest-cost administrative tasks in any operations-heavy business. Staff spend hours reading invoices, transcribing line items, assigning GL codes, and routing for approval — all of it repetitive, all of it error-prone, and all of it growing in volume without a natural ceiling.
The AI Invoice Processing Agent eliminates the reading and transcription steps entirely. Staff upload an invoice — in any format: PDF, scan, email attachment, Excel — and the system extracts the complete structured record: vendor identity, all line items, subtotals, taxes, totals, and the appropriate GL code for each line. The system is trained on the client's specific vendor roster and approval workflows, so the GL assignments and routing logic reflect the business's actual chart of accounts, not generic categories.
Anomalies — duplicate invoices, amounts outside expected ranges, unrecognized vendors — are flagged for human review. Everything else routes automatically. The system was built and proven at HG Oil Holdings, where it reduced manual invoice handling time by 75% and eliminated the need for an additional administrative hire. The same pattern deploys to any business running significant invoice volume.
Capabilities
Accepts PDF, scanned image, email attachment, Excel, and Word formats — no manual pre-processing or format normalization required.
Extracts vendor identity, all line items, quantities, unit prices, subtotals, taxes, totals, and reference numbers from every invoice.
Assigns GL codes to each line item based on the client's specific chart of accounts and vendor history — trained on actual accounting structure, not generic categories.
Identifies duplicate invoices, amounts outside vendor-specific expected ranges, unrecognized vendors, and other anomalies before routing.
Routes each processed invoice to the correct approver based on amount thresholds, department, and vendor type — following the client's actual approval chain.
Writes processed and approved invoices to QuickBooks, Sage, NetSuite, or other accounting platforms, eliminating manual data entry entirely.
How it works
- 1Invoice intake
Staff upload an invoice or the system receives it directly via email forwarding or API connection — any format is accepted.
- 2AI extraction
The agent reads the invoice and extracts the complete structured record: vendor, all line items, quantities, prices, totals, and reference numbers.
- 3GL code assignment
Each line item is matched to the appropriate GL code from the client's chart of accounts, using vendor history and line item category signals.
- 4Anomaly check and routing
The system checks for anomalies against expected vendor patterns and invoice history. Clean invoices route to the appropriate approver automatically; flagged invoices go to a human review queue.
- 5Posting on approval
Once approved, the structured invoice record posts directly to the accounting system — no manual data entry required.
Inputs & Outputs
- Invoices in any formatPDF / image / Excel / email attachment
- Vendor roster and payment historyCSV / accounting system export
- Chart of accounts and GL code structureCSV / accounting system export
- Approval workflow rules and thresholdsConfiguration document
- Accounting system connectionAPI / integration
- Structured invoice record (vendor, line items, totals, GL codes)JSON / accounting system record
- Approval routing notification to correct approverEmail / Slack
- Anomaly alert for flagged invoicesEmail / dashboard
- Approved invoice posted to accounting systemAccounting platform write-back
- Processing log and exception queueDashboard / CSV export
Use cases
- Use this when staff are spending 20+ hours per week manually reading, categorizing, and routing invoices and volume is growing.
- Use this when you're facing a hiring decision for additional administrative capacity driven primarily by invoice processing workload.
- Use this when duplicate invoices or data entry errors are creating reconciliation problems in your accounting system.
- Use this when invoices arrive in multiple formats from different vendor systems and manual normalization is a bottleneck.
- Use this when your approval routing is inconsistent — the right person doesn't always see the right invoice at the right time.
Tech stack
Don't see what you need?
Every listed product started as a custom engagement. If your problem isn't covered, describe it — Preisser Solutions scopes and builds to spec.