Build an AI Agent That Reads Invoices and Files Them

A concrete small-business automation: email in, structured data out, spreadsheet updated, no manual typing.

The job to automate

Supplier invoices arrive as PDF attachments. Someone opens each one, retypes the vendor, date, total and tax into a sheet, renames the file, and moves it to a folder. Twenty invoices a week is roughly two hours of work with a high error rate on the totals.

The four pieces

The rule that keeps it trustworthy

Never let the model do arithmetic and never let it decide what is valid. It reads; your code checks. Anything that fails validation goes to a review folder with the reason attached, and a human looks at that folder once a day. Ten flagged invoices a week is still ninety percent of the typing gone.

What breaks in month two

A supplier redesigns their template. A scan comes in rotated. A credit note arrives with negative totals. Build for these early: log every raw model response, keep the original PDF untouched, and make the review folder the default for anything unexpected rather than guessing.

Honest scope

This is a two-to-three day build, not an afternoon, and it needs a week of supervised running before you trust the sheet. After that it is close to invisible — which is the whole point of a good agent.

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