Pre-invoice checks, follow-ups, deadlines. The team's repetitive tasks, run by AI with your rules and your approvals.
No invoice leaves without a valid order.
Before:
disputes and credit notes discovered at collection time.
After:
every invoice is checked, the salesperson and the client are chased.
Triggered: invoice preparation.svg)
MekorAI Hosted on your sideJulie, Order Management Lead
Check the invoices that are due to go out today.
MekorAI is working27 invoices to issue ERP
3 November batch
Matching complete MekorAI
Orders, contracts and delivery notes
2 invoices blocked MekorAI
One without an order, one with a different quantity
Salesperson and client chased
Outlook
With the details of each discrepancy
25 invoices have gone out, 2 are waiting for a fix. No invoice will leave without a valid order again.
Process created
TestPublishThe process appears here as soon as the request is handled.
Trigger
Invoice batch being prepared
Check
Order, contract, delivery
Block
Any incomplete invoice is held
Follow-up
Salesperson and client notified
Issue
Compliant invoices go out
Examples with fictitious data. The tools shown depend on the ones your company uses.
Chases staff and partners who haven't entered time, activity reports, inventories or delivery notes.
"18 days this month, leave on the 12th and 13th": the agent fills in the form, gets it approved and submits it.
Sends each manager the named list of what is waiting for their approval in their scope.
Warns before a contract, purchase order, subscription or quota ends, with consumption to date.
Blocks any invoice without a valid order, contract or delivery, and chases the salesperson and the client.
Graduated, personalised reminders based on each client's payment history, with escalation if needed.
In 30 minutes, we identify with you the three processes that will pay off fastest.
