Settings

Demo Configuration

Configure verification rules, approval workflows, AI extraction, and notification policies

Organization

Company Profile

Legal entity and tax identifiers used across invoice processing

Legal Entity Name

Displayed on reports and audit exports

Primary Currency

Default currency for PO and invoice matching

GSTIN

Used for tax compliance validation on inbound invoices

Fiscal Year Start

Reporting period for finance dashboards

Country / Region

Determines default tax rules and formats

AP Email Inbox

Invoices received via email sync are routed here

Verification Rules

Tolerance & Tax

Thresholds applied by the automated verification engine

Amount Tolerance (%)

Maximum variance between invoice and PO / GRN before review

Expected GST Rate (%)

Standard GST rate applied to taxable invoice amounts

GST Calculation Tolerance (%)

Allowed deviation when comparing stated vs. computed GST

Auto-Approve Threshold

Invoices below this amount with all checks passing are auto-approved

Matching Policies

Controls for PO validation, 3-way match, and duplicate detection

Require Purchase Order

Invoices without a PO number are routed to manual review

Enable 3-Way Match

Compare invoice against PO and goods receipt (GRN) before approval

Block Duplicate Invoices

Automatically reject invoices matching existing records

Duplicate Match Fields

All selected fields must match for an invoice to be flagged as a duplicate

Vendor NameInvoice NumberInvoice AmountInvoice Date

Active Verification Checks

Rules executed on every uploaded or synced invoice before approval routing

Purchase Order Validation

Critical

Active

Ensures every invoice references a valid PO in the ERP ledger.

Flags as Review Required if PO is missing or not found

Amount Match

Warning

Active

Compares invoice total against the PO approved amount.

Allows up to 5% variance before routing to finance review

Goods Receipt Match (3-Way)

Warning

Active

Validates invoice amount against recorded goods receipt (GRN).

Flags GRN mismatch when received quantity/value differs

Duplicate Detection

Critical

Active

Matches vendor name, invoice number, amount, and invoice date.

Auto-rejects invoices that match an existing record

GST Validation

Critical

Active

Verifies GST is ~18% of the taxable (pre-tax) amount.

Allows 2% calculation tolerance before tax review

Approval Workflow

Approval Matrix

Multi-level routing based on invoice amount — enforced after verification passes

Amount Range	Approver Role	Assigned To	Level
₹0 – ₹50,000	AP Clerk	Priya Sharma	Level 1
₹50,001 – ₹2.00 L	Finance Manager	Rahul Mehta	Level 2
Above ₹2.00 L	CFO	Vikram Singh	Level 3

Sequential Approval

Higher-level approvers must sign off after lower levels

Escalate After 48 Hours

Send reminder and escalate if approval is pending

Allow Bulk Approval

Finance managers can approve multiple invoices at once

Require Comment on Rejection

Approvers must provide a reason when rejecting an invoice

AI Configuration

Extraction Pipeline

Models and confidence settings for invoice data extraction

Text Extraction Model

Used for PDF text and structured document parsing

Vision / OCR Model

Used for scanned invoices and image uploads (PNG, JPG, JPEG)

Minimum Confidence Score (%)

Fields below this threshold are flagged for human review

Supported Upload Formats

File types accepted by the intake pipeline

Automation & Copilot

AI-assisted processing and finance team productivity features

Auto-Extract on Upload

Run AI extraction immediately when an invoice is uploaded

OCR for Scanned Documents

Enable vision model for image-based and scanned PDF invoices

AI Copilot Assistant

Context-aware suggestions on approvals, exceptions, and vendor risk

Generate Daily AI Summary

Produce an executive digest of AP activity and exception trends

Demo AI Mode

This demo uses deterministic mock extraction when no OpenAI API key is configured. Production deployments connect to your preferred LLM provider with full audit logging.

Notifications

Alert Preferences

Email and in-app notifications for the finance team

Exception Alerts

Notify when invoices fail verification or are auto-rejected

Approval Reminders

Daily digest of invoices pending approver action

Payment Due Reminders

Alert 3 days before approved invoice payment dates

Vendor Risk Changes

Notify when a vendor's risk score crosses thresholds

Notification Email

Data & Security

Retention & Compliance

Audit trail, document storage, and access controls

Audit Log Retention

Immutable activity log kept for compliance exports

Document Retention

Uploaded invoice files and attachments

Segregation of Duties

Upload, approve, and payment roles are separated

Session Timeout

Inactive user sessions expire automatically

Demo Access

This is an open public demo — no login required. All features are available immediately, including invoice upload, AI extraction, 3-way matching, approvals, exceptions, and payments.

Pre-seeded vendors, POs, goods receipts, and 20 sample invoices
Live verification engine with PO, amount, GST, duplicate, and GRN checks
ERP integration catalog (SAP, Tally, Zoho, Slack) with simulated sync
Settings shown here reflect production defaults — changes are not persisted in demo mode

Ready to deploy AP automation for your organization? Contact Altus Connect for a tailored implementation.