(AI invoice-exception automation)
Prepare invoices without guessing at financial data.
Ledger Guard extracts invoice data with visible evidence, recalculates every amount with deterministic code, matches suppliers and purchase orders, and routes exceptions to the right approver — never to a model’s best guess. It never authorizes a payment on its own.
(Why Ledger Guard)
Source-linked fields
Every extracted value — every date, every dollar — links back to the exact text it came from. Nothing is asserted without evidence.
Three-way matching
Invoice, purchase order, and receipt are compared line by line. A mismatch anywhere in the chain becomes a visible exception, not a silent guess.
Duplicate prevention
Identity-based matching — supplier, invoice number, date, amount — catches renamed rescans that file-hash comparison alone would miss.
Controlled approvals
Deterministic code decides what qualifies for automatic routing. Bank-detail changes are always held for out-of-band human verification.
(Not illustrative — measured)
Held-out cases passed, latest verified run
Critical-control false-clearance rate
Real eval cases run through the live pipeline
(How every invoice resolves)
Every invoice ends in one of four states
There is no fifth state where the model decides on its own that something is probably fine. The public demo may simulate approval and accounting writes — it never presents “paid” as an outcome.
Ready for approval
Extraction complete, arithmetic valid, supplier and PO match, no duplicate, tolerances pass.
Exception review
Legitimate-looking invoice with a price, quantity, tax, receipt, or documentation exception.
Duplicate hold
Exact or probable duplicate evidence — requires AP investigation before anything else happens.
Blocked
Supplier identity, bank details, file safety, or required fields fail a high-risk control.
(Illustrative)
Business impact
For a fictional multi-property facilities operator processing thousands of invoices a month. Adjust the assumptions — the math updates live.
Inputs — illustrative, adjust freely
Illustrative monthly outputs
AP hours potentially returned
Estimated net monthly savings (labor returned minus automation cost)
- Prepared without manual entry
- 1,200 invoices
- Estimated exception rate
- 25% (500/mo)
- Automation cost
- $160/mo
- Blended cost per invoice
- $1.89
- First-pass preparation time
- minutes → under 30s
Demonstration assumptions, not customer outcomes. Defaults reproduce this project’s own stated fictional baseline (2,000 invoices/mo, 8 min manual prep, 60% straight-through → 160 AP hours/mo).
(Portfolio)
Part of a three-project portfolio
Knowledge work, sales operations, and document-heavy financial processes — each automated with human review, deterministic controls, evaluations, and integrations applied appropriately.
| Project | Business function | Primary engineering proof |
|---|---|---|
| Meridian Assist | Customer support | RAG, citations, claim verification, refusal, escalation |
| SignalDesk | Revenue operations | Enrichment, identity resolution, deterministic scoring, CRM safety |
| Ledger GuardThis project | Finance operations | Document extraction, financial controls, matching, approvals, accounting integration |
See all five scenarios end to end
Including the one where an invoice tries to talk its way past the controls.