Specialist 1
Invoice evidence agent
Extract the invoice references and retrieve the matching purchase order and receipt records.
Linked invoice, order, and receipt
Finance / Finance / Solution blueprint
Invoice exception reviews
Bring invoice evidence together before a finance decision moves forward.
Business problem & expected outcomes
The challenge behind
invoice exception reviews.
An invoice differs from the purchase order or receipt. The team must gather evidence from several systems before deciding what to do.
What this workflow is designed to deliver
Mismatch report
Prepare a comparison of the available records, identify mismatches, and request the missing evidence.
How to measure the improvementReview preparation time; mismatch detection against a labeled sample; approval evidence completeness.
Start with the right information.
Invoice documents, purchase orders, goods-receipt records, and the approval matrix.
Interactive workflow diagram
From invoice & receipt
to a clear next step.
Prepare a comparison of the available records, identify mismatches, and request the missing evidence.
FinanceSelect a stage to explore
Context
Invoice & receipt
Invoice documents, purchase orders, goods-receipt records, and the approval matrix.
Prepared outputMismatch report
Designed around the work
Specialists with clear responsibilities.
An orchestrator passes evidence between specialists, checks that required facts are present, and holds the workflow at the review boundary.
Specialist 2
Reconciliation agent
Compare quantities, amounts, and references. Separate supported matches from exceptions that need explanation.
Mismatch report with source evidence
Specialist 3
Finance review coordinator
Prepare the exception brief and request the designated finance review. Keep payment execution outside this workflow.
Finance review package
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
File storage
Project & environment scopeStore invoice documents and maintain an exception table with references, ownership, and review status.
Connectors & MCP
Scoped read accessRead the source records needed for invoice exception reviews. Pass record identifiers and retrieved evidence to the agent.
The decision boundary
Validate amounts and required evidence, then require the designated finance approver. Payment execution stays outside the initial pilot.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
File storage
Keep the supporting files accessible within the review’s project and environment.
Agent Lab
Connectors & MCP
Retrieve the required records through scoped tools; begin with read-only access.
Agent Lab
Multi-agent orchestration
Coordinate specialist agents with explicit inputs, handoffs, and review checkpoints.
Agent Lab
Execution governance
Validate required facts and evaluate explicit rules before an action can proceed.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Invoice & receipt
Invoice documents, purchase orders, goods-receipt records, and the approval matrix.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Compare source records
Prepare a comparison of the available records, identify mismatches, and request the missing evidence.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Finance review
Validate amounts and required evidence, then require the designated finance approver. Payment execution stays outside the initial pilot.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Mismatch report
Review preparation time; mismatch detection against a labeled sample; approval evidence completeness.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
File storage
A document inventory, resource access scopes, and a file-retention policy.
Connectors & MCP
Source-system APIs or MCP tools, scoped credentials, and an integration owner.
Multi-agent orchestration
A responsibility for each agent, typed handoff data, stopping conditions, and an accountable workflow owner.
Execution governance
Registered actions, required facts, and explicit allow, block, or approval rules.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Validate amounts and required evidence, then require the designated finance approver. Payment execution stays outside the initial pilot.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Review preparation time; mismatch detection against a labeled sample; approval evidence completeness.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with invoice & receipt. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Finance
FinanceWorkflow design
- ContextClose checklist
- Agent LabCollect supporting files
- Your teamOwner review
Prepared outputEvidence register
Solution blueprint
Month-end evidence coordination
Keep the close checklist and its supporting material together.
Used in this case
Explore the implementation - Dynamic tables
- File storage
- Human approvals
FinanceWorkflow design
- ContextExpense claim
- Agent LabCompare policy conditions
- Your teamApprover review
Prepared outputPolicy review summary
Solution blueprint
Expense policy review
Prepare exception evidence for the finance reviewer.
Used in this case
Explore the implementation - Knowledge Base
- Execution governance
- Human approvals
FinanceWorkflow design
- ContextFinancial records
- Agent LabPrepare variance commentary
- Your teamFinance-owner review
Prepared outputEvidence-linked narrative
Solution blueprint
Finance report commentary preparation
Turn approved reporting inputs into a reviewable first draft.
Used in this case
Explore the implementation - Dynamic tables
- Agent Skills
- Knowledge Base
Finance / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
