Solutions · Finance and AP
Close the month without reopening every invoice.
Invoices, orders, receipts and delivery proof are read together. Agents check each line against what was agreed and what arrived, explain every variance and hold what does not match for your approval.
The problem
What slows finance and AP teams down.
The invoice is in Finance, but the evidence needed to approve it sits across purchasing, receiving and logistics. AP spends more time reconstructing the transaction than processing it.
Matching becomes a document hunt.
The PO is in the ERP, the receipt in the warehouse system and the delivery evidence often with the carrier. When the records disagree, every exception starts with a search.
Additional freight charges are difficult to verify.
Detention, waiting-time and multi-stop charges arrive separately from the freight rate. Verifying each one means rebuilding the shipment events, agreed terms and evidence.
Uninvoiced receipts leave accruals uncertain.
Goods and services are received, but their invoices are missing or unmatched. Finance estimates the liability without one confirmed view of receipt, agreed rate and invoice status.
Agents
Agents for finance and AP teams.
Each SymAgents™ agent starts from a trigger, works in the systems your team already uses and stops at the gate where a person decides.
Freight Invoice Audit Agent
Checks base freight, detention, waiting-time, multi-stop and other charges against the agreed rates, shipment events and supporting evidence, then explains every mismatch.
- Finance controller decides
- Approve, dispute or hold each unsupported charge
- Outcome
- Freight invoice cleared or disputed with evidence attached
Uninvoiced Receipt Review Agent
Finds received goods and completed services without a matched invoice, separates timing differences from missing invoices and prepares proposed accruals from confirmed quantities and rates.
- Finance controller decides
- Approve, adjust or exclude each proposed accrual
- Outcome
- Accrual schedule prepared with its supporting records
Contract Payment Obligation Review Agent
Lists rates, payment terms, notice dates, credits and financially relevant service-level exceptions from the contract version in force, with each item cited to its source.
- Contract owner decides
- Confirm the interpretation and any commercial or legal action
- Outcome
- Payment obligation register saved and critical dates recorded
Three-Way Match Agent
Matches each invoice line against the purchase order and confirmed receipt, applies approved tolerances and turns every price, quantity or tax mismatch into an exception with a named owner.
- Finance decides
- Approve the posting, assign the exception or hold the invoice
- Outcome
- Invoice ready for payment or held with the reason recorded
Invoice Exception Reconciliation Agent
Routes each invoice exception to the buyer, receiver, contract owner or supplier, then tracks the requested evidence, decision and due date.
- AP owner decides
- Accept the resolution, continue the hold or escalate the exception
- Outcome
- Exception resolved with the decision and evidence recorded
Supplier Invoice Query Handler Agent
Builds the current invoice and payment position from confirmed AP records, explains any hold or missing action and drafts a response to the supplier.
- AP representative decides
- Approve or amend every supplier response
- Outcome
- Supplier updated with the latest confirmed payment position
The agents
Read, check and draft
- Read each invoice line and find its order and receipt
- Check charges against the contract and the delivery
- Write each variance as a sentence with its evidence
Your team
Keeps every decision that involves you
- Invoice release, disputes and every payment
- Every posting to the ledger
- Credit notes, settlements and supplier terms
In practice
Two workflows, start to finish.
Each run shows its sources, its plan and the person who approved it, so the team can check the work before anything changes.
01Freight Invoice Audit Agent
Every freight charge checked against what actually happened.
Before a freight invoice is approved, the agent checks its base rate and additional charges against the agreed terms, shipment events and documents. Detention, waiting-time and multi-stop mismatches are explained with the evidence, so Finance approves the valid charges and disputes only what needs review.
- Base and additional charges checked against agreed rates
- Every mismatch shown with its shipment evidence
- Finance controllers approve, dispute or hold each exception
02Three-Way Match Agent
Only the lines that need judgement reach AP.
The agent matches purchase order, goods receipt and invoice line by line and resolves the format differences between them. Lines that agree are marked ready for payment. A line that does not becomes an exception with its reason, its evidence and a named owner.
- Matched line by line, with the receipt attached
- Every exception has a reason and an owner
The platform
The products behind these agents.
Every solution runs on the same platform, so each new workflow builds on the connections, context and controls already in place.
- SymAgentsThe library of ready agents these workflows come from
- SymConductorRuns each workflow from its trigger to the closed record
- SymContextLinks records, documents and decisions in the Operations Graph
- SymConnectReads and writes the systems your team already uses
- SymTrustPermissions, approvals and guardrails on every action
- SymPulseTraces every step of every run, so it can be replayed
FAQ
Questions finance and AP teams ask.
The answers cover what the agents do, the systems they work with and where a person decides.
No. Agents read, match and explain. Releasing an invoice, raising a dispute and making a payment stay with your finance team, and every posting follows the approval rules you already have.
Each exception is written as a sentence: what was charged, what the contract and the delivery record support, where the two differ and by how much. The documents behind it are attached, so the approver does not have to search for them.
No. Symplichain sits over the systems you already run. SymConnect reads and writes them with the permissions each system already enforces, so the record stays where it lives today. Suppliers, carriers and customers do not need to change tools.
Every answer and every proposed action shows the records and documents behind it. Arithmetic, dates and tolerances are checked with fixed rules, and missing data is labelled instead of estimated. SymPulse records each step of a run, so it can be traced and replayed later.
Start with one workflow that hurts today. We connect the sources it needs, configure the agent with your team and run it with evidence and drafts first.
Bring a month of freight invoices.
We will show you an agent checking them against your contract rates and delivery records, with every variance explained and its evidence attached.