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Use cases
Internal approvalsInvoices, requisitions, and access requests — automated
Invoices and ordersPDFs and scans posted straight to your ERP
Monthly reportingReports that land on time, every time
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Use case · Invoices & orders

Invoices and orders that post themselves to your ERP

Supplier invoices. Purchase orders. Delivery notes. The PDFs, emails, and scans your team retypes into your ERP every single day — are slow, error-prone, and completely unnecessary. Pointee's AI agent reads each document, validates it against your master data, and posts clean records automatically. No retyping. No rip-and-replace.

Up to 90%
of manual data entry eliminated — from document receipt to ERP posting
3× faster
invoice processing cycle — from days to same-day posting
< 1%
error rate on extracted data, versus 2–4% for manual keying

Indicative outcomes from automating invoice and order processing on Pointee. Actual results vary by document type, volume, and starting point.

The problem

The retyping that shouldn't exist

"When the supplier sends a PDF, my team retypes it. Every line. Every time."

How invoice processing runs today

1

Document arrives

A PDF or scan lands in the shared inbox — or gets forwarded by email.

Lands in a shared inbox, unseen
2

Someone opens it

A team member opens the file, reads the line items, and starts entering them into the ERP by hand.

5+ hours a week per person retyping
3

Mismatch found

Supplier name doesn't match, PO number is missing, amount differs. Back-and-forth begins.

Errors caught too late, payment delayed
4

Finally posted

After corrections, the record is posted — but there's no searchable trail and the next batch is already waiting.

No audit trail, no exception visibility

The result is familiar: late payments, vendor frustration, duplicate entries, and finance teams spending their best time on copy-paste instead of analysis.

Our solution

From inbox to ERP, without a human in the middle

Pointee's AI agent reads each document the moment it arrives, validates every field against your master data, posts clean records to your ERP automatically — and surfaces only the genuine exceptions for human review. No retyping. No new system to learn.

The same process, running on Pointee

1

Document captured

Pointee picks up the invoice or order the moment it arrives — from email, a shared inbox, EDI, or a portal.

Automated by Pointee
2

Data extracted

The AI agent reads every line item, amount, date, and supplier detail — across PDFs, scans, and any format.

Automated by Pointee
3

Validated against rules

Each record is checked against your master data, PO matching rules, and business thresholds.

Automated by Pointee
4

Exceptions reviewed

Mismatches, missing POs, or unusual amounts are routed to the right person with full context.

Human in the loop
5

Posted to ERP

Clean records are posted straight to SAP, Oracle, Dynamics, or your system — with a full trail.

Automated by Pointee

Your team handles the edge cases. Pointee routes genuine exceptions — mismatched suppliers, missing POs, unusual amounts — to the right person with full context. Humans stay involved exactly where their judgment matters.

Read and validate any document format
PDFs, scans, emails, EDI — the agent extracts every field and checks it against your master data and business rules before anything moves.
Clean data posted straight to your ERP
SAP, Oracle, Dynamics, or whatever you run — clean records posted automatically, with no copy-paste step and no manual rekey.
Exceptions surfaced, not buried
Duplicate suppliers, missing POs, unusual amounts — only the cases that need judgment reach a human, with everything they need to decide.
Works with what you already have
Email, EDI, your ERP, or a shared inbox. Plug in without changing your current setup or asking suppliers to change theirs.

Frequently asked questions

Does Pointee require suppliers to change how they send documents?
No. Pointee works with whatever suppliers already send — PDFs, emails, EDI, portal uploads. You don't need to ask them to change a thing.
How accurate is the data extraction?
Typical error rates on extracted data are below 1%, compared to 2–4% for manual keying. For high-confidence fields, the agent posts directly. Where confidence is lower, it flags for review rather than guessing.
What ERPs does it connect to?
Pointee connects to SAP, Oracle, Microsoft Dynamics, and most other ERP systems via API or file-based integration. If your ERP has an API, Pointee can post to it. But even if it does not, there are ways around it, too.
How does it handle exceptions and mismatches?
Anything the agent can't resolve automatically — a supplier name that doesn't match, a missing PO, an amount that falls outside your threshold — is routed to the right person with the full document and context attached. Nothing is silently dropped.
Does this work for purchase orders and delivery notes too, or just invoices?
It works across any structured or semi-structured document — supplier invoices, purchase orders, delivery notes, order confirmations, credit notes. The same extraction and validation logic applies.
How long does it take to get started?
Most teams are processing live documents within a few weeks. We start with one document type — typically supplier invoices — validate accuracy, and then expand to other document flows.

See it working on your documents

Book a 30-minute demo and we'll walk through a live document processing workflow tailored to your setup.

Book a demo