Meet Jennifer
FluxAI enables businesses to hire on-demand intelligent agents, alleviating admin burden and boosting what teams can accomplish in a day. Organizing calendars, scheduling meetings, and answering customer queries - those repetitive manual tasks that consume employee work hours - can be automated with FluxAI Agents.
Invoice Automation Manager
Transforming the way your organization operates to optimize employee productivity is precisely what AI agents should be leveraged for, and today, we are introducing Jennifer, an accounts payable and receivable automation manager.
Jennifer is an intelligent FluxAI workflow that automates invoice processing, eliminating the need for manual data entry in cases of transaction formatting errors across email and organization portals.
Jennifer also automates payment collection, sends reminders to accounts about contract updates and renewals, and manages vendors in case of outdated data between counterparties. Lastly, Jennifer manages entire transaction pipelines to optimize cash flows so that revenue leaks are flagged and no dollar opportunities are missed.
How Jennifer Works
Jennifer's workflow comprises six steps from input to output. Let's take a closer look at how Jennifer operates:
Step 1: Integrate Jennifer into any payment service platforms that your organization may utilize. This is where the workflow captures incoming invoices and relevant data, including services rendered, costs, accounts, amounts paid, and total billable hours.
Step 2: From the invoices captured, Jennifer utilizes an enriched Retrieval Augmented Generation (RAG) framework to extract key invoice metadata for further analysis.
Step 3: Once the relevant invoice data is extracted, Jennifer begins to infer its accuracy by comparing it against existing internal documents to find similarities in datasets. To confirm its accuracy, Jennifer enables human-in-the-loop feedback.
Step 4: Now, this is the step where a human employee intervenes to offer feedback, approve processed invoices, and confirm the accuracy of extracted invoice data. Jennifer routes findings to your team to manage invoice approvals.
Step 5: Once your team approves the processed invoices and their extracted data, Jennifer automatically executes payment orders.
Step 6: Finally, once the invoice has been received, processed, verified, and approved by a human employee, Jennifer updates internal records to reflect a change in payment status as completed.
Application
Let's imagine a direct application of Jennifer. Picture this: a mid-size distributor using Shopify and Stripe has vendors communicating through multiple siloed channels. This creates duplicate purchasing orders, which Jennifer would be quick to detect and respond to.
Jennifer would extract the purchasing order data to identify duplicates and determine the original. Jennifer would then confirm discrepancies with vendors, receive approval of original purchasing orders, and issue payment to fulfill the order.
Jennifer's final automation involves reconciling duplicated purchasing orders by updating vendor 1099 logs and alerting the distributor to prevent future duplications.
Conclusion
Jennifer, as an accounts receivable and payable automation manager, will save teams dozens of hours of productivity. AR and AP issues can be costly, requiring extensive manual processes to correct.
Jennifer enables teams with an intelligent workflow that automates invoice processing and escalates discrepancies to qualified team members, ensuring human feedback and control. Hire Jennifer today and explore all of our other FluxAI Agents!