From Invoice Capture and Digitization
For heads of ap and shared services, financial controllers, finance transformation
Payables Agent Design
Payables Agent Design is 10 decks totalling 680 editable slides. Each deck stands on its own and downloads separately, so you can take the one you need for Monday's session without wading through the rest.
Built for Heads of AP and shared services, financial controllers, finance transformation.
Every deck is worked through a case study rather than left abstract, across 9 fictional companies including Northgate Foods, Selvana Textiles, Kestrel Aerospace.
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What’s in this toolkit
2 decks, 136 editable slides. Download them individually or take the lot.
1/5
Regulatory Compliance
AP02AdvancedPlaybookE-Invoicing and Regulatory Compliance
Track ruleset currency across multiple tax regimes so your agent never applies last quarter's law.
Design the compliance agent for billing across multiple tax regimes, built around how current its ruleset is rather than raw accuracy.
68 slides
Worked through Selvana Textiles
Checking1/5
Governance and Audit
AP10AdvancedPlaybookAccounts Payable Governance, Audit and the Agent Fleet
Cost your governance layer as a share of run cost, and answer an auditor about any agent decision.
The payables capstone. Own a fleet of agents as one estate, with the governance layer costed as a visible share of run cost.
68 slides
Worked through Weald Energy
Checking
How this toolkit is built
Not a description of the toolkit. The actual shape of what’s inside it, drawn from the decks themselves.
Objectives
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you:
Invoice Capture: Design the extraction agent for a supplier base that will never all send structured invoices, with cost reported by difficulty decile rather than one flattering average.
Regulatory Compliance: Design the compliance agent for billing across multiple tax regimes, built around how current its ruleset is rather than raw accuracy.
Matching and Automation: Design the matching agent that clears invoices without human touch, and remove the blocks that stop an invoice without changing what anyone owes.
Exception Handling: Design the case-working agent for blocked invoices, targeting the context rebuilding and chasing that carry most of the cost and none of the judgment.
Accounting and Close: Design the coding agent that works from a written rulebook, cites the clause it applied, and drafts the question when the rulebook has no answer.
Payment Integrity: Design an agent whose only permitted action is to stop a payment and hand it to a person, for duplicates you can measure and fraud you cannot.
Master Data: Design the entity resolution agent for a vendor master with far more records than suppliers, built on precision over recall and reversible merges.
Payments: The deck that argues against using AI. Method and timing selection is arithmetic, so it is built as a deterministic solver with rules.
Questions about Payables Agent Design
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