Claude reads any invoice, matches it to POs, flags exceptions with a reason, and preps a clean payment run — a review step so nothing wrong gets paid.
Led by a practicing AP/finance-ops lead.
You'll walk away with
Extract the fields that matter from PDFs and scans — no manual keying.
Auto-match to purchase orders and receipts; flag what doesn't line up.
Surface duplicates, mismatches, and anomalies before they get paid.
Approval check so nothing wrong slips into a payment run.
Watch a copilot read invoices, match POs, and flag exceptions — before you join live.
Sneak-peek video coming soon
A short first-session preview, before the live cohort.
The 90 minutes
Extract fields reliably from any format.
Auto-match to POs; flag duplicates and mismatches.
Clean run + the approval step.
Keep it accurate and auditable; what stays human.
AP Specialists
Keying and matching invoices all day who want the volume handled.
Finance-Ops Leads
Who want a faster, cleaner, more controlled AP process.
Founders & Controllers
Who want AP to stop eating time as they scale.
Get "The AI AP Starter Kit"
Invoice-extraction prompts, a matching setup guide, and an approval checklist
Yes — one live 90-minute session where you build the workflow along with the host, then leave with it working. You also get the recording.
No. You build it with point-and-click AI tools and prompts — no engineering background required.
Register anyway — everyone gets the recording and the starter kit. But live is where you build it with help, so come if you can.
Yes — you build it around your own work in the session, so you leave with something you can actually use.
Free pilot workshop · 30 seats · recording included.