Industry workflow example
Finance / Banking
Common request
“Which invoices this month are missing PO numbers before we close the books?”
How AI Hub handles it
- 1
Ingest month-end pack
Upload AP inbox exports and invoice PDFs to the workspace.
- 2
Extract & classify
Finance AI structures vendor, GL hint, PO field, and approval status per document.
- 3
Flag gaps
Agent highlights missing PO, duplicate, or over-threshold lines with source links.
- 4
Reviewer sign-off
Controller adjusts classifications and approves the exception report.
- 5
Close support
Summary exports to your spreadsheet or ERP staging area for posting.
Example workflow for illustration. Sign in to the product console to run tasks on your own documents and meetings.