Case study · Agentic AI

Contract to Invoice

Agentic AI for a real finance workflow

You’re the finance lead staring at university contracts that refuse to look the same. Clauses hide in different places. Commission logic depends on who signed what. The invoice still has to be right — every cycle.

A fork in the approach

Every technical path was available. The question wasn’t “can AI read a PDF?” — it was which risks the business was willing to carry.

More automation

Let the system infer, extract, and decide more. Faster cycles — and a thinner trail when something looks wrong.

More human review

Keep more checks, exceptions, and approvals. Safer on day one — slower when volume climbs.

The business requirement picked the path: accuracy and explainability over black-box speed. Agentic extraction with selective human oversight — not autopilot.

How the system earned trust

01

Understand the mess

Contracts arrive unstructured. Formats drift. The first job is mapping variability — not writing prompts.

02

Define what matters

Only the fields that drive commission and audit survive. Everything else is noise with a cost.

03

Agentic, not autopilot

OCR + LLM orchestration + business rules — with a traceable path when the model is unsure.

04

Close the loop

Verified terms feed invoice generation under policy checks. Finance stays in control of the last mile.

Hours of manual finance effort removed each cycle — without pretending contracts were ever tidy data.