Accounts Payable Intake and Exception Resolution

Overview

This Starter Kit helps AP teams process invoices efficiently and resolve exceptions on time. It centralizes intake across all channels, identifies exceptions early in the approval process, and manages resolution through a structured workflow with clear status visibility.

In addition to core workflows, this kit includes guidance for effectively using AI tools alongside the workflows to enhance output.

What problem does it solve?

Invoices arrive through multiple channels including email, scans, and supplier portals, forcing AP teams to manually standardize data and identify exceptions such as duplicates, tax issues, and posting errors.

What’s included?

• Centralized Multi-Channel Invoice Intake Router. Centralizes invoice intake from all channels into a single routing workflow so no invoices are lost or delayed in transit.
• Early-Stage Exception Identifier. Identifies exceptions early in the approval process so resolution time is maximized and payment deadlines are protected.
• High-Volume Processing Capacity Scaler. Scales processing capacity to handle volume peaks without manual intervention so backlogs do not build during high-activity periods.
• Structured Exception Resolution Workflow Manager. Manages exception resolution through a defined workflow so every item has an owner, a status, and a target resolution date.
• Full-Queue Exception Status Visibility Dashboard. Provides real-time visibility into exception status across the full invoice queue so nothing ages past acceptable thresholds.
• Optional AI Guidance. Learn how to generate financial commentary using AI.

Extending your workflow with AI

This Starter Kit is AI-ready, meaning it’s designed to help you leverage AI tools more effectively with structured, analysis-ready data. With this Starter Kit, you can:

• Prepare high-quality, structured data ideal for LLMs
• Apply AI tools more effectively and consistently
• Combine deterministic analytics with generative AI for enhanced outputs

How it works:

• Build and run the Alteryx workflow to prepare and analyze your data
• Export structured outputs
• Use the included guidance to input results into your preferred LLM

How to use this Starter Kit?

After downloading, you’ll be redirected to our How to Use Starter Kits page for step-by-step guidance on installing, locating, and exploring Starter Kits in Alteryx.