Invoice Scrubbing Agent
Sorts raw invoice lines into file, hold, duplicate, or skip, using each client’s own rules.
AI Agents / Documents and Compliance
Hours of invoice triage, done before your team sits down.
Raw invoice files arrive in every format, with job numbers typed by hand. Someone has to decide what gets filed, what waits, and what is a duplicate, line by line, against rules that change per client.
This agent reads the whole batch, matches messy job numbers, applies each client’s dollar thresholds, and hands staff only the lines that need a person.
Built For
- Lien and notice services handling high invoice volume
- Construction and trade businesses with per-client billing rules
- Back offices drowning in manual triage
→ The Challenge
Every invoice line had to be sorted by hand against dollar thresholds that varied by client, with job numbers that never matched cleanly.
What Goes Wrong Without It
- Messy, human-typed data. Job numbers arrive as “JOB #PJR041945” or “JOB# 0711,” so exact matching fails.
- Rules that change per client. Every client has its own dollar thresholds for what gets filed.
- Re-bill or new work? Telling a duplicate re-bill from a new phase of work takes judgment, at volume.
How It Works
Proven Results
Built for a construction lien services firm managing notices for subcontractors nationwide.
70
Less manual invoice triage time
80
Less manual data entry
124
Notices made searchable
60
Fewer inbound status requests
“Our customers used to email us for every status update. Now they look it up themselves, and our team has time for the work that needs a person.”
Ethan Mercer, CEO, Caprenos
What It Connects To
The original build reads from a 40-year-old FoxPro system without touching it, through a nightly one-way sync. The same pattern works on top of almost any legacy database.
Staff Make the Final Call
The agent sorts and explains its reasoning. Your team approves what gets filed.
PUT IT TO WORK
The most expensive part of triage is the person doing it by hand.
- Book Your Call
Pick a time that works for you on the calendar. - Send Us a Sample Batch
Share a real invoice file and the rules you apply to it. - Get It Built
We encode your rules and connect the agent to your system.
