Agentic Invoice Approval System
Click to zoomOverview
Watches a Google Drive folder for new PDF invoices, extracts key fields using Document Understanding, and routes them through an AI decision agent. Auto-approves invoices that meet criteria and flags edge cases for human review via UiPath Action Center.
Stack
What needed solving
Finance teams spend hours manually reviewing invoices, checking figures, and routing approvals through email chains. Human error is common and there is no audit trail of who approved what and when.
How I approached it
A UiPath agentic process that monitors a Google Drive folder for new invoices, extracts all key fields automatically using Document Understanding, and routes each invoice through an AI decision agent that either auto-approves or flags for human review via Action Center.
Step by step
- 01
New PDF invoice is uploaded to a monitored Google Drive folder
- 02
UiPath detects the new file and triggers the agentic process
- 03
Document Understanding extracts key fields: vendor, amount, date, line items
- 04
An AI Decision Agent evaluates the invoice against approval criteria
- 05
Invoices meeting criteria are automatically moved to the Approved folder
- 06
Edge cases are sent to a human reviewer via UiPath Action Center as a task
- 07
Reviewer approves or rejects and the invoice is routed accordingly
- 08
Full execution trail is logged for every invoice processed
Outcomes
- ✓
Invoice processing time reduced from hours to minutes
- ✓
Auto-approval handles routine invoices with zero human involvement
- ✓
Human review reserved only for edge cases that need judgment
- ✓
Full audit trail of every decision logged automatically
Key features
BPMN-based agentic process with health analyzer showing zero issues
Document Understanding extracts structured data from unstructured PDFs
Human-in-the-loop via Action Center keeps control where it matters
Execution trail timestamps every step for compliance and audit purposes