BUSINESS WORKFLOW GUIDE · UPDATED SEPTEMBER 27, 2026
Evaluating AI for invoice checking and exception review
Invoice processing can involve reading documents, comparing records, and deciding what needs a person’s attention. A useful AI evaluation starts by defining those checks and measuring the result on representative work.
By Kevin Shu, representative of Innowision Tech Limited, the exclusive Canadian distributor of AiRTS GenAI Twin.
What work are you trying to improve?
Choose a bounded task before discussing a company-wide rollout. For example: extract invoice fields, compare them with a purchase order, and flag mismatches for a finance reviewer. First establish whether these steps match your team’s actual process.
Count the invoices involved, the time people spend checking them, and the kinds of exceptions they handle. Headcount alone does not tell you whether a workflow is worth automating. A smaller company with concentrated repetitive work may still have a relevant use case.
An example to use in an evaluation
The sequence below is an illustrative evaluation scenario, not a claim about a particular AiRTS deployment or a promised integration.
- Receive the inputs: invoice, relevant purchase order, and any supporting records your process uses.
- Read the required information: supplier, invoice number, amounts, dates, and line items.
- Compare against agreed checks: missing fields, inconsistent values, duplicates, or differences that require attention.
- Present exceptions for review: show the reviewer the relevant information and why an item was flagged.
- Decide and record the outcome: the responsible person confirms the next action under your company’s approval process.
What AiRTS has publicly described
AiRTS lists GenAI Twin deployments in finance shared services, procurement operations, and internal audit. Its procurement example describes invoice data extraction, validation, and ERP-related workflows. These are vendor-described examples, not deployments delivered by Kevin’s Work Hub.
The examples provide a starting point for questions. They do not establish your expected accuracy, savings, implementation effort, or compatibility with your systems. Those require a workflow-specific discussion and evaluation.
Questions to bring to a technical briefing
| Area | What to ask or test |
|---|---|
| Inputs | Which document formats, layouts, languages, and scan qualities will be supported? Test typical and difficult examples. |
| Checks | Which fields and comparison rules matter? Agree on what counts as a correct result before testing. |
| Exceptions | How are missing information, mismatches, and uncertain results presented to a reviewer? |
| Human control | Who approves the result? What can be corrected, and how is that correction recorded? |
| Systems and data | What system access is needed? Discuss data handling, access permissions, retention, and integration requirements with AiRTS. |
| Results | Compare checking time, corrections, missed exceptions, and reviewer effort with today’s process on the same representative work. |
When to clarify the workflow first
If the team has no agreed checking rules, cannot identify a process owner, or cannot prepare appropriate sample inputs, use the first conversation to clarify those gaps. You do not need to solve them before sending an inquiry.
Frequently asked questions
Do I need an approved budget or a project deadline?
No. Initial inquiries can be exploratory. The next step is to identify relevant work, then complete Part A and a suitability review before a briefing/demo is arranged.
Will AI remove every invoice error?
This guide makes no error-elimination guarantee. Ask AiRTS to demonstrate how the proposed workflow handles your checks, exceptions, and review requirements. Measure the results against agreed acceptance criteria.
Who provides the demo and the solution?
Kevin handles your initial inquiry and coordination through Innowision Tech Limited. AiRTS provides the technical briefing, demonstration, and actual solution.
Is this limited to large Canadian companies?
No. Canada is the primary focus, and smaller companies and US businesses can inquire. Relevant work and suitability matter more than headcount alone.
Explore whether this fits your team
Start with a short inquiry. Kevin responds within two business days. The process is: initial inquiry → identify one candidate workflow → Part A questionnaire → suitability review → AiRTS briefing/demo.
Request an AiRTS demoThe first step is an inquiry; the response window is not a promise of a demo within two days.