Try it with the test invoices: load the built-in samples from the Ingest tab, or download the 10 test invoices below and drop them in. You can also use your own invoices. Files are processed only in your browser and never leave your machine. Anything you process stays in this browser until you click Reset demo data at the bottom of the page.
Invoice pipeline
Open payables by due date
Needs a decision
Engagement letter limits
Spend by vendor, last 90 days
Extraction confidence by field
Ingest invoices
Drop invoice files or paste an emailed invoice. Each is read, structured, scored for confidence, checked against controls and routed. Files are processed in this browser and never leave it.
Paste an invoice from an email body
Processing log
Review queue
Every extracted field carries a confidence score. Low-confidence fields and failed controls stop an invoice here until a person confirms or resolves them.
| Vendor | Invoice | Entity | Amount | Due | Confidence | Controls | Status |
|---|
Approvals
Approval tiers by amount, with maker-checker: the person who submitted cannot approve, and each tier needs a different role. Switch roles at the top right to approve as someone else.
| Vendor | Invoice | Amount | Due | Review | Approvals |
|---|
Payments
Approved invoices are released to Hazeltree payments, where duplicate and sanctions screening run again before the instruction goes to the bank. Bank status updates here are simulated.
| Vendor | Invoice | Amount | Due | Payment status |
|---|
Vendors and limits
The vendor master holds remittance details on file, default coding, payment limits taken from engagement letters, and each vendor's run of clean invoices.
| Vendor | Default coding | Remittance on file | Clean run | Engagement letter limit | Used this period |
|---|
Audit trail
Every extraction, edit, override, approval and payment event, with who did it and when.
| When | Who | Invoice | Event | Detail |
|---|