Partial invoices
Match split deliveries and partial billings line by line while tracking the quantity and commitment still open.
AI agents that process AP, run collections, reconcile accounts, and coordinate close around your ERP. Your policies control every approval, exception, and posting.
Construction teams contend with project coding and progress billing. Manufacturers contend with invoice volume and PO variances. Both need clean entries, clear exceptions, and control before anything posts.
Capture emailed documents, match invoices to ERP purchase orders, apply project and dimension coding, and route each item through the right approval path.
Match split deliveries and partial billings line by line while tracking the quantity and commitment still open.
Recognize returns, rebates, and price corrections separately from standard invoices and route them with the right review context.
Turn photographed job-site and plant-floor tickets into structured records ready for matching and coding.
Review pay applications against PO lines, prior billing, and the remaining commitment in one comparison.
Give accounting one queue for mismatches, missing information, approvals, and records that need judgment.
Route by amount and currency, then post approved, coded invoices to your ERP.
Follow the same supplier invoice through AP the way it runs today, and the way it runs with ProcIndex.
ProcIndex agents execute defined accounting workflows under your policies. Routine work moves forward; exceptions and approvals stay with your team.
Reads incoming invoices, matches them to ERP purchase orders, applies coding, routes approvals, and posts approved transactions.
Answers routine invoice-status questions from live AP data and sends ambiguous requests to your team with the conversation attached.
Follows up on overdue ERP receivables, tracks promises to pay, and keeps disputes requiring human attention visible.
Matches account activity to supporting transactions, surfaces discrepancies, and keeps unresolved items visible for review.
Coordinates close tasks, rolls forward supporting schedules, and escalates blockers with the relevant evidence attached.
Sync POs and accounting dimensions, configure matching tolerances and approvals, then validate ProcIndex on real invoices and pay applications.
Sync the vendors, purchase orders, projects, dimensions, and transaction data each workflow needs.
Define matching rules, payable entities, variance tolerance, and approval paths.
ProcIndex captures, matches, codes, and routes invoices; uncertain cases go to the shared work queue.
Approved invoices post to your ERP with the supporting workflow, decisions, and actions preserved in the audit trail.
Your ERP remains the system of record. Every match, rule, approval, exception, and posting stays visible and traceable.
“Before ProcIndex, our team started every day in inboxes, portals, and approval follow-ups. Now invoices are captured, matched, and coded before anyone logs in, and the team can focus on exceptions and close instead of manual work.”
ProcIndex connects to your ERP as the system of record. Its agents read the vendors, purchase orders, projects, dimensions, and transactions each workflow needs, then move routine accounting work forward under your matching and approval policies.
No. ProcIndex handles repetitive capture, matching, coding, routing, follow-up, and reconciliation work. Your team keeps approvals, exceptions, sensitive conversations, and accounting judgment, with a work queue and audit trail behind every action.
Yes. ProcIndex handles partial invoices against open PO lines, recognizes credit memos separately from standard invoices, reviews cumulative pay applications against commitments, and turns photographed field tickets into structured data for matching and coding.
Only within the policies you configure. You can set approval paths, thresholds, amount bands by currency, and the conditions that require review. Anything outside policy lands in the work queue with the evidence attached.
ProcIndex agents cover AP processing, vendor invoice-status inquiries, AR collections, account reconciliation, and month-end close coordination. Each agent works within your permissions, approval paths, and escalation rules.
The workflows reflect the accounting details these teams deal with every day: project and cost-code dimensions, progress billing and pay applications, partial invoices, PO-line variances, distributed approvers, and high supplier volume.
ProcIndex is SOC 2 Type II. ERP credentials are encrypted with key rotation, access is role-based, agents have an org-level kill switch, and every action is written to an append-only audit trail.
Book a live walkthrough of the workflows above on your ERP, your document types, and your controls.
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