Use cases · AP Professional
Clear the queue. Handle the exceptions.
Invoices arrive as e-invoices, EDI messages, or emailed PDFs — whatever your vendors send. Dooap Studio reads each one, applies the coding from your vendor-specific guidance and past invoices, and validates it against your account structure, so most of the queue clears touchless. When something doesn’t fit, an agent weighs the whole case and recovers it, escalates it, or routes it to the right person — all under the same confidence gate and audit trail. You handle the judgment calls, not the data entry.
Also for: CFOProcurementIT
Built for exceptions — a 70-second explainer. Two cases rule-based automation can’t handle: ambiguous coding recovered from your invoice history and adjusted line by line, then an entity inferred from the invoice and routed through your own data.
Invoice intake & coding
An invoice arrives as an e-invoice, EDI message, or emailed PDF. Dooap Studio doesn’t just OCR it — an agent reads and interprets the content, understands regional invoice requirements, and reliably picks up the details that matter, like your project and PO numbers. It then applies the coding, drawing on your vendor-specific guidance and how similar invoices were coded before, and validates the result against your account structure. From there the invoice can run fully touchless, or come to you for a quick review.
- Invoice in
- Read & understand
- Apply coding
- Validate
- Touchless or review
Vendor identification
When the vendor is missing, ambiguous, or new, the right answer often isn’t printed on the invoice. The agent weighs the whole document and learns from how vendors were chosen before, so it can identify the correct one even when the usual identifiers fall short. Dooap’s built-in AP validations still run, and you can layer your own on top — vendor master-data and bank-account checks — so a confident match goes through and anything doubtful comes to you.
- Identify the vendor
- Learn from past choices
- Validate against master data
Vendor onboarding & vetting
Before a new vendor is ever paid, an agent assembles the master-data record, validates it for completeness and format, and runs the checks your policy requires — duplicate or near-duplicate vendor records, bank-account verification, tax and registration IDs — drawing on Dooap’s built-in validations and any of your own layered on top. A clean, confident record goes through for setup; anything incomplete or risky stops for a person, with the findings attached. The same vetting re-runs whenever a vendor’s bank details change, so onboarding rigor doesn’t lapse after day one.
- Assemble the record
- Validate & screen
- Set up or hold
Duplicate & fraud detection
Not every invoice is honest, and some arrive twice. Every incoming invoice is screened against history — duplicate numbers, near-duplicate amounts, an altered PDF, vendor bank details that suddenly changed, a first-time vendor — and anything that doesn’t add up is flagged and held for review before it posts. Genuine invoices keep flowing; the ones that don’t stop for a person, with the reason on the record. Quietly, on every invoice, not just samples.
- Screen vs history
- Spot the anomaly
- Flag & hold
Approval routing with context
The agent picks the right approval workflow by amount, vendor category, history, and match status, then hands the approver a fully assembled case: the invoice, the evidence, the reasoning. Approvers decide; they don’t investigate.
- Agent · classify
- Switch · route
- Assign approval
Exception recovery, case by case
Ambiguous vendor? The agent auto-recovers from your invoice history, no human needed. Approval required? It escalates internally with the case assembled. Missing data only the vendor can supply? It drafts a focused task and reaches them by email with a one-time code; the Action resumes when the answer lands.
- Switch · confidence
- Auto-recover
- Escalate
- Ask the vendor
See the queue clear and the exceptions resolve.
Bring real invoices and your ugliest exception cases — we’ll show intake, coding, fraud checks, approvals, and recovery end to end.