TGEM
An invoice from receipt to approval
Invoice extraction, project allocation, cost codes and sequential approvals with a decision history.
The task
An incoming invoice needs the correct project, cost category and reviewers. One document can cover several projects, so its allocation also needs to be verifiable.
What we built
For TGEM, we built an invoice processing and approval workflow. Documents can arrive through WhatsApp, email or an upload in the platform. AI reads invoice fields and line items, which the team reviews before proceeding with approval.
What the team can do
- Processing of PDFs and images alongside a preview of the original document.
- Allocation of invoices to projects and cost codes.
- Splitting invoice lines or quantities between projects with total reconciliation.
- Approval sequences, roles and amount thresholds, decision history and Excel register export.
Day to day result
The team can see each invoice's approval stage, who needs to act next and how its cost is allocated across projects.