Invoice Validation Agent Playbook for B2B Workflows
Validate invoices against purchase orders, policies, and extracted fields using an agent with typed outputs.
Audience: B2B SaaS and operations teams automating finance document review.
The problem
Invoice automation needs more than extraction: it needs validation, exception handling, and artifacts a human can inspect.
Implementation path
Attach invoice and policy documents, extract fields, compare against rules, return pass/fail plus exceptions, and attach a reconciliation CSV.
Tradeoffs and failure modes
Validation workflows should fail loudly when source documents are ambiguous.
Validation result
{ "status": "needs_review", "exceptions": [{ "field": "total", "expected": 1200, "actual": 1320 }] }
Run this on Argo