FINANCE, BILLING & AP AUTOMATION

Move financial work forward without the manual chase.

Organize invoices, backup, coding context, exceptions, approvals, and billing evidence before accounting teams spend time piecing the file together.

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A clearer path through the work
01
Capture
AI assisted
02
Match
AI assisted
03
Check
AI assisted
04
Approve
Human review

The exact rules, sources, owners, and approval points are mapped to the workflow your team actually uses.

See the workflow

Watch AI turn an incoming invoice into an approval-ready record.

See how a secure workspace can bring inbox monitoring, extraction, custom rules, exception review, approvals, and leadership reporting into one controlled process.

  • Fictional demonstration data
  • Human review remains in control
  • Secure portal experience

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THE REALITY

The transaction is only part of the workload.

Finance teams still chase supporting documents, match records across systems, resolve exceptions, and reconstruct approval history before a transaction can move.

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Scattered backup

Invoices, POs, receipts, delivery records, and approvals live in different places.

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Exception drag

Missing references, duplicates, coding questions, and price differences interrupt the normal flow.

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Approval uncertainty

Teams need a visible record of who reviewed what and what still blocks posting or payment.

SEE IT IN ACTION

A vendor invoice arrives. Here is what your finance team receives.

One practical example of how ClearGuide can turn scattered invoices and backup into an approved, review-ready transaction without removing financial control.

1REAL INPUT

A vendor invoice arrives

@Vendor invoiceINV-10482
POPurchase orderPO-7714
GRReceiving recordReceived
✉Approval email2 messages
#Job / cost centerProject 24

Invoices and backup arrive through email, AP tools, uploads, and shared folders.

2AI-ASSISTED PREPARATION

The transaction is matched and checked

✓Fields extracted14 fields
✓PO and receipt matchedMatched
✓Duplicate checkClear
?Coding suggestion6100 / Ops
!Backup completeness1 issue

The system prepares the invoice record, supporting context, and visible exceptions before accounting review.

3HUMAN CHECKPOINT

A reviewer handles the exception

$Price variance$184.00
!Missing receiptHigh
?Coding questionReview
Approve
Request information

Finance retains control of coding, policy exceptions, payment decisions, and final approval.

4BUSINESS OUTPUT

An approved record is ready to post

✓Approved invoice recordReady
✓Matched supporting backup4 files
✓Exception resolution logComplete
✓Approval trailRecorded
✓ERP-ready handoffQueued

Accounting receives the complete transaction, clear status, and an auditable record of what happened.

BEFORE

Multiple inboxes • inconsistent backup • manual matching • repeated approval chase

AFTER

One review queue • matched evidence • visible exceptions • ERP-ready output

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WHERE IT HELPS

Built for the real documents, requests, and exceptions teams handle.

Vendor invoice processing

Extract invoice fields, match available PO or receipt context, flag exceptions, and prepare the record for review.

Customs billing backup

Gather shipment records, accessorial notes, holds, and supporting documents before invoicing.

Construction pay applications

Assemble schedules of values, retainage, waivers, field backup, and approval history.

Logistics accessorials

Find detention, storage, lumper, redelivery, and service evidence before billing review.

Property CAM support

Organize invoices, GL detail, lease notes, and exception summaries for reconciliation.

Credit and loan packets

Collect statements, collateral records, approvals, and outstanding conditions for finance review.

WHAT STAYS HUMAN

AI handles preparation. Finance keeps control.

ClearGuide keeps sensitive judgment, commitments, approvals, and exceptions with the people accountable for the work.

✓
Coding exceptions
✓
Payment decisions
✓
Policy interpretation
✓
Final release
WORK WITH YOUR STACK

Design around the systems you already use.

The workflow connects approved sources and destinations without forcing a platform replacement.

QuickBooks
NetSuite and ERP
BILL and AP tools
Email
Cloud storage
Approval systems
FAQ

Practical questions before you start.

Can this support accounts payable without replacing our accounting system?+
Yes. ClearGuide can prepare and route the work around your current accounting, ERP, AP, storage, and approval tools.
What is a practical first pilot?+
A narrow invoice queue, billing-backup process, or exception-review workflow is usually a strong place to start.
How are exceptions handled?+
Rules and confidence thresholds send uncertain or policy-sensitive items to a named human review queue.

Find the clearest place to start.

We will map the workflow, identify the highest-value friction, and recommend a practical first build with human review in the right places.

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