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ConsulPoint for administration and finance

AI for finance: from incoming documents to reviewed data

ConsulPoint can support administrative work by classifying inputs, extracting fields and providing applications to review the information. The goal is to reduce repeated transcription, not replace accounting judgement or assume that AI-extracted data is correct.

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Product information ·

ConsulPoint for administration and finance

What to scope first

Separate receipt, extraction, validation and registration. Each stage needs an owner and clear criteria, especially when the result affects amounts, obligations or information belonging to different customers.

Use cases and checks

Example configurations, not commercial results or complete solutions included by default. Applications, integrations and controls are scoped for each project.

Review incoming invoice data

Situation
Documents arrive by email and the team retypes supplier, date and amounts to prepare them for processing.
With ConsulPoint
Classify inputs with Smart Inbox and extract fields through FastETL. An application associated with the folder supports checking data against the original and preparing an export.
Components
SituationWith ConsulPointSmart InboxIntegrated applicationsKnowledge CentreWhat to validate
What to validate
Check supplier identity, required fields, amounts and duplicates. Tax rules and the accounting connection must be explicitly defined.

Consult purchasing and expense policies

Situation
The administrative team repeatedly receives the same questions about procedures and required documents.
With ConsulPoint
Organise current policies and configure an agent to help find authorised information. Exceptions and questions of interpretation are passed to the owner.
Components
SituationWith ConsulPointKnowledge CentreConversationsWhat to validate
What to validate
Use test questions with reviewed answers and check that obsolete documents are not used as current references.
ConsulPoint for administration and finance

What to prepare for a demonstration

3things to bring to the demo

  • Document samples without information unnecessary for the test.
  • A field schema and checking rules approved by the team.
  • Export format and accounting system permissions if a connection is needed.
Product information

How to evaluate the result

Compare transcription and review time per document, corrected fields and detected exceptions. Include consumption costs and validation work; do not assume extraction removes the need for review.

Frequently asked questions

Questions from this department

Does extraction guarantee that an invoice is correct?

No. The schema defines expected fields, but truth and consistency must be checked against the original and process rules. Human correction may be necessary.

Does ConsulPoint replace accounting software?

It does not need to. It can prepare information for that software through a file or an agreed integration. Posting, tax rules and authorisation depend on the project scope.

Which fields can be extracted from an invoice?

Those defined in the data schema: for example supplier, invoice number, date, taxable amounts, taxes and totals. The schema sets which fields are extracted, their format and the conditions they must meet.

How is the data reviewed before it is sent to the ERP?

Through integrated applications associated with the folder, where records are consulted, filtered and corrected. Checks such as comparing amounts, verifying references or detecting missing fields can be added and combined with a person’s review before exporting.

How can documents arrive?

By email, as Excel or CSV rows and as complete conversations, depending on the connected sources and their configuration. Smart Inbox classifies each input and routes it to the right folder or process.

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