Many documents, one reviewable result
Invoices, agreements and internal policies hold related information in different formats. AI can assist with initial extraction and organisation without authority to post entries or approve payments.
Suitable first workflows
Evaluate a specific document class and output schema. Numeric fields are checked with deterministic rules and exceptions routed to a specialist.
- Expense-policy answers with cited conditions.
- Extract due dates and identifiers from sample records.
- Separate archives by client and reporting period.
Confidentiality and traceability
Financial records and personal data need limited access, justified retention and export controls. Audit history should identify who approved a result without unnecessarily copying entire documents.
A practical pilot
An illustrative workflow prepares a list of records with missing identifiers or inconsistent due dates. Measure field accuracy and human review time. Tax positions, audit conclusions and payments remain outside autonomous scope.
The information flow
- Documents
- Extraction
- Validation rules
- Approval
Models and documents run on your infrastructure. Network policies determine permitted connections.
Practical questions
Can the model perform financial calculations?
Consequential calculations should use testable deterministic functions. A model can prepare context but is not a reliable substitute for accounting logic.