Reconcile on arrival, not at close.
Your team gives up a weekend every quarter to reconcile contractor invoices. The agent reconciles them on arrival. Quarter-end becomes a review cycle, not a scramble.
All agents
Invoice Validation · Document Intelligence
Quarter-end without the spreadsheet.
Contractor invoices arrive in three formats from twelve vendors. Your AP team rekeys hours, cross-references Broadcom Clarity, and chases down every discrepancy by hand. The agent does all of it before your team opens their inbox. Five to ten hours per person per week, returned.
SOC 2 Type IIAudit trail per invoiceDocuments stay where you specifyMulti-format ingestion
Watch a real invoice flow through.
Invoice intake
SourceEmailFile systemAPI
Extract structured data
FieldsNamesHoursRatesDates
Match & flag
Fuzzy match · discrepancies flagged
Broadcom Clarityprimary
Apptio
Your PPM
Approve & log
Auto-approve→AP system
Route→Human review
Contractor invoice
Time & materials
Structured data extracted
Names
Hours
Rates
Dates
PPM cross-reference● Broadcom Clarity
DiscrepancyFlagged
Auto-approved within tolerance
audit trail logged · handed off to AP
Per-decision log · timestamped, queryable, exportable
01Ingested from email, file system, or API
02Extracted structured data: names, hours, rates, dates
03Fuzzy-matched against Broadcom Clarity records
04Discrepancy detected and flagged
05Auto-approved within tolerance, or routed for human review
06Audit trail logged with reasoning and source documents
DataworkzAuditor-ready by default
45 seconds. A contractor invoice arrives in the AP mailbox. The agent extracts hours, rates, and dates, fuzzy-matches against the project's Broadcom Clarity record, flags one rate discrepancy, auto-approves the rest. The audit trail shows every decision and the reasoning behind it.
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How it works
Three steps from invoice arrival to audit-ready close.
01
Invoice ingested.
Email, file system, or API. PDF, scanned, or structured. The agent handles the format your vendors actually send.
02
Structured data extracted, cross-checked, decided.
Names, hours, rates, dates pulled out. Fuzzy-matched against Broadcom Clarity (or your PPM). Discrepancies flagged. Within-tolerance invoices auto-approved per your rules.
03
Audit trail logged. Handoff to AP.
Every approval and flag is timestamped with the agent's reasoning. Approved invoices flow to your AP system. Flagged ones route to a human reviewer.
Capabilities that earn their place.
Multi-format ingestion
PDF, email body, scanned, structured. OCR where needed. No template-per-vendor maintenance.
Email + file system + API ingestion
Wherever your vendors send invoices, the agent picks them up.
LLM-based extraction
Reads the invoice the way a finance analyst would. Handles the unstructured fields most OCR misses.
Fuzzy match against PPM records
Names, hours, rates, dates resolved against Broadcom Clarity, Apptio, or your PPM. Identity resolution across vendor naming variations.
Identity resolution and de-duplication
Same vendor, three different name spellings. The agent resolves them. Same invoice submitted twice, caught before approval.
Configurable approval rules
Auto-approve under threshold. Flag over a discrepancy percentage. Route to specific reviewers by vendor or project. Your rules.
Per-invoice audit trail
Every decision logged with timestamp, reasoning, and source documents. Auditor-ready by default.
Apptio integration
Cost allocation tagging from the source invoice flows through to Apptio without rekey.
vs. the alternative
AP teams handle contractor invoices one of three ways.
| Dimension | Manual extraction by AP | Generic OCR + RPA bot | Invoice Validation |
|---|---|---|---|
| Time per invoice | 10–15 minutes. | 2–3 minutes if the template matches. | Seconds. |
| PPM cross-reference | Manual, with copy-paste errors. | Not built in. | Native, with fuzzy match. |
| Discrepancy detection | Caught at audit, sometimes. | Rules-based only. Misses nuance. | Rules + AI-assisted. |
| Audit trail | Spreadsheet notes. | Bot log without reasoning. | Per-decision reasoning, timestamped, queryable. |
| Format flexibility | Whatever a human can read. | Breaks on new templates. | Adapts to new vendor formats automatically. |
| Time savings | Baseline. | Modest, with maintenance overhead. | 5–10 hours per person per week, eliminated. |
Four ways finance teams hire Invoice Validation.
Two hundred vendors, same headcount.
When your contractor base grew from twenty vendors to two hundred, your AP team didn't grow with it. The agent handles the volume without the headcount.
Hours on invoice match hours in Clarity.
The hours on the invoice should match the hours in Clarity. The agent verifies that on every invoice. Overbilling caught before the check is cut.
Cost tags flow without rekey.
Cost tags from the invoice flow through to Apptio without manual rekey. Allocation accuracy stops being a function of how careful the AP analyst was that day.
Built for your security review.
Three deployment optionsSOC 2 Type IIAudit trail per invoiceIdentity resolutionEncryption at rest + in transitChunk-level RBAC
You choose where it runs: multi-tenant SaaS, single-tenant cloud, or in your VPC. Invoice documents stay where you specify. Every approval and flag decision is logged with timestamp, reasoning, and source. Your auditor reads the trail without leaving the platform. Your CISO reads the same posture across every Dataworkz agent in your environment.
Questions finance and AP leaders ask us.
It ingests contractor invoices, extracts the structured data, fuzzy-matches against your PPM (Broadcom Clarity, Apptio), flags discrepancies, auto-approves the rest, and logs an audit trail per invoice.
Broadcom Clarity and Apptio are live integrations. Other PPM systems (ServiceNow IT Financial Management, Planview) integrate via the same connector framework on a per-deployment basis.
Configurable rules. Auto-approve under a percentage threshold. Flag over a percentage. Route to specific reviewers by vendor, project, or amount. Your rules, applied consistently.
Every invoice has a per-decision log. Each approval or flag includes the timestamp, the agent's reasoning, the source documents, and the matched PPM record. Queryable. Export to PDF or CSV for auditor handoff.
Generic OCR breaks on new vendor templates and doesn't fuzzy-match against PPM. RPA bots execute scripted steps without reasoning, so a vendor name spelled differently breaks the workflow. The agent reads, reasons, and resolves.
No. It sits upstream of your AP system, processes invoices on arrival, and hands approved invoices to AP through your existing workflow. Your team reviews exceptions, not every invoice.
Most finance teams have the agent reconciling against their first vendor cohort within two weeks. Full vendor rollout typically lands in a quarter.
Yes. It is configurable per contract type (time and materials, fixed bid, milestone-based) and learns from your team's review decisions over time.
Quarter-end without the spreadsheet.
The invoices your team rekeys every week. The discrepancies caught at audit. The weekends given up at close. The agent handles all of it on arrival. Your finance team reviews exceptions, not every line.
30 minutes. Bring a recent contractor invoice. We'll walk through how the agent would process it.