CloudNSite builds accounts payable agents that read invoices, code expense lines, match POs, route approvals, and sync vendor data inside your finance stack. No new platform tax. No forced process rewrite.
Invoices arrive through email, PDFs, portals, scans, shared drives, and vendor messages. Finance teams still chase missing data before coding can start.
Line items, entities, departments, project codes, tax treatment, and vendor history often require context that basic OCR workflows do not have.
POs, receipts, invoice lines, price variance, quantity variance, and exception notes sit across systems that were not designed to work together.
Invoices wait because the right approver is unclear, out of office, missing context, or buried under low-risk requests.
W-9s, bank details, tax IDs, duplicate vendors, insurance documents, and approval status need clean handling before payment data is trusted.
Reads invoices from email, PDF, portal exports, and scans, then extracts vendor, line item, tax, payment, PO, and due-date data with confidence checks.
Suggests account, entity, department, class, project, and cost center coding based on vendor history, invoice content, policy rules, and prior decisions.
Compares invoice lines against purchase orders, receipts, contracts, and variance thresholds, then routes exceptions with the missing facts attached.
Sends invoices to the right approver based on amount, department, vendor, project, location, spend category, and backup coverage rules.
Checks vendor records for duplicates, missing tax forms, payment changes, bank updates, and approval status before updates reach the ERP.
Map invoice volume, intake paths, ERP objects, approval policies, vendor master rules, PO matching logic, exception types, and close-calendar pressure.
Connect inboxes, document stores, ERP data, PO systems, approval tools, vendor records, and audit logs with agent logic and human review thresholds.
Validate extraction, coding, matching, and approval routing against historical invoices, disputed bills, duplicate vendors, and known close delays.
Start with selected vendors, spend categories, or entities, then expand as exception handling, audit evidence, and approver confidence improve.
Tune coding logic, variance thresholds, vendor rules, approval routing, and reporting as the business adds entities, systems, vendors, and policies.
Switch from manual workflows to AI agents with a practical rollout plan. Identify first automations, expected ROI, timeline, and change management steps.
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Yes. We can connect to systems such as NetSuite, QuickBooks, Sage Intacct, Microsoft Dynamics, Bill.com, Tipalti, Coupa, procurement tools, shared inboxes, and secure document stores through approved APIs, exports, or controlled workflow layers.
AP workflows are designed with role-based access, audit logs, encryption, approval controls, segregation of duties, retention rules, and change tracking. For teams preparing for SOC 2, we can document the control evidence around the workflow. We do not claim blanket compliance for your whole finance operation.
A focused invoice intake, coding, and approval workflow usually takes 4 to 8 weeks after discovery. Multi-entity ERP work, complex PO matching, vendor onboarding, and security review can extend the timeline.
You own the workflow, rules, integrations, prompts, data paths, and approval logic created for your finance process. CloudNSite can stay involved for monitoring and iteration, but we are not replacing one rented AP platform with another.
Low-confidence extraction, unusual vendors, coding uncertainty, PO variance, payment changes, and approval conflicts are routed to a human. The system should make exceptions visible, not hide them.
Plan a Custom AP Automation Build. Plan a custom build for this workflow or run the AI readiness check for a fast baseline.