From incoming invoice to ready for review.
Bring the invoice, purchase order and supporting documents together. Let your finance team spend its time on the exceptions and decisions.
Invoice
Equipment supplier
Purchase order PO-1051
Goods receipt GR-219
8 of 10 units received
The receipt does not cover the full invoice.
- Invoice quantity
- 10 units
- Received quantity
- 8 units
- Open question
- Have the remaining 2 arrived?
- Owner
- Purchasing lead → finance reviewer
Hold the accounting draft until the receipt is checked. No approval or payment has been made.
Human review
Your inbox. Your records. Brought together.
Invoices and payments
Purchase orders and receipts
Email and documents
The document and the decision, side by side.
Your reviewer sees what arrived, what matched and what needs checking. Preparing a draft bill never means approving it or paying it.
Collect and read
Extract the reference, supplier, lines and amounts, with the original document attached for checking.
Match and flag
Compare against the purchase order and receipt. Missing references, duplicate invoices and price differences become visible exceptions.
Prepare the next action
Create a review packet or an accounting draft. Supplier follow-ups and receivables chasing can be scoped around your approval rules.
Your team stays in control.
Your finance team owns tax treatment, approval and payment. Uncertain extraction or a changed source is held for review. No payment is made by this demo.
Connections and setup
The example shows a proposed workflow. Connections, permissions and acceptance checks are agreed for your systems before a pilot.
API access and your plan determine what can be connected. Tool logos identify possible systems, not a partnership.
Decide what needs approval
Separate preparing the work from committing your business to an action.
Open the resourceBefore we get started.
Who stays in control?
We start with supervised work: Knot prepares, a named person reviews. Any permission to send, book or update a record is agreed action by action and tested before it is enabled.
Can we keep our existing software?
That is the starting point. We check API access, your subscription, permissions and the records the workflow needs. A logo here identifies a possible tool, not a preinstalled connector or a formal partnership.
Can it handle a poor scan?
It can prepare extracted information for review, but quality varies. Keep the source attached, flag low-confidence fields and request a clearer copy when necessary.
Your business.
A place to start.
Start with your company website, then tell us what you’d like to improve. We’ll find a useful resource or a next step.
We read public pages and use AI to suggest Knot resources. Don’t include confidential information. Privacy