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Experience 4 · The Document Agent
THE BUSINESS PROBLEM

Invoices, contracts and purchase orders arrive all day, and someone has to read each one, match it, check it and decide. Most are routine; a few are expensive mistakes waiting to happen: a duplicate paid twice, a supplier quietly billing above the agreed rate. Here an AI agent does that work for you, live, inside rules you set: it decides the routine ones itself and stops to ask you exactly when it should.

THE RULES THE AGENT WORKS TO

The agent never acts outside these. Change them and press Play again.

INBOX · DOCUMENTS ARRIVING

Press Play to start the day's post.

📄 Drop your own invoice (PDF or image), the agent reads it for real
THE AGENT AT WORK
Idle
Processed
0
Auto-approved
£0
Caught
£0
Time saved
0m
AGENT REASONING · LIVE

The agent narrates every check it makes and every decision it takes.

AI AGENT · ACTS ONLY WITHIN YOUR RULES · SIMULATED SUPPLIERS · YOUR SALES AND CRM DATA ARE LIVE · UPLOADED DOCUMENTS ARE READ FOR REAL

THE BUSINESS VALUE
  1. PDFs, scans and Word documents are read automatically, OCR turns existing paperwork into structured data.No re-keying and no data-entry backlog, documents are in the system minutes after they arrive, at a fraction of the manual cost.
  2. Routine approvals happen without a person; only genuine exceptions ask for your time.Managers stop rubber-stamping and spend their judgement only where it is genuinely needed, so processing capacity scales without headcount.
  3. Duplicates, overcharges and budget breaches are caught before payment, not after.Prevention beats recovery: money that never leaves the account never has to be chased. Direct, measurable cost avoidance on every run.
  4. Your existing business documents become searchable, reportable information.Spend, supplier and contract insight that was buried in PDFs becomes available for negotiation and planning, better terms and better forecasts.
  5. Every decision is logged against rules you set, a complete, auditable trail.Audits become shorter and cheaper, controls are demonstrable on demand, and accountability is built in rather than reconstructed after the event.
THE DATASET THIS CREATES · vw_agent_documents

Every document the agent touches becomes a governed row: who processed it, what was checked, what was decided and why. That is what makes the agent auditable, and it is the same table your dashboards and the AI assistant read from.

Processed atReferenceTypeSupplier AmountCategoryDepartment Checks flaggedDecisionHuman decisionActor
Press Play, rows appear as documents are processed.