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Agentic Invoice Approval System

Finance / RPA

UiPath RPA + AI that processes invoices with human-in-the-loop review

Agentic Invoice Approval System
Auto-approve + human reviewFull audit trailGoogle Drive integratedHours to minutesZero manual routingEvery decision timestamped
the problem

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.

the approach

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.

how it works
  1. 01New PDF invoice is uploaded to a monitored Google Drive folder
  2. 02UiPath detects the new file and triggers the agentic process
  3. 03Document Understanding extracts key fields: vendor, amount, date, line items
the result
technical highlights
stack
UiPathDocument UnderstandingGoogle DriveAction Center