Skip to main content

Invoices Overview

Invoices are at the core of everything you do in Mod AI. From the moment an invoice arrives to the moment it syncs to your ERP, the platform handles the heavy lifting so your team can focus on reviewing and approving rather than manual data entry.

The Invoice Lifecycle​

Every invoice in Mod AI follows a consistent path through the system:

1. Intake​

Invoices enter Mod AI in one of two ways:

  • Email forwarding -- Vendors or internal teams forward invoices to your dedicated Mod AI email address. Attachments are automatically detected and processed. See Email Forwarding for setup details.
  • Manual upload -- Upload invoice files directly through the Mod AI interface. See Uploading Invoices for step-by-step instructions.

2. AI Extraction​

Once an invoice arrives, the AI reads the full document and extracts structured data: vendor name, invoice number, dates, amounts, line items, and more. Each field gets a confidence indicator so you know what needs your attention. Learn more in How AI Extraction Works.

3. Vendor Matching​

The AI identifies the vendor on the invoice and matches it to a vendor in your vendor directory. If the vendor is not recognized, a notice is created for you to resolve.

4. GL Coding​

The AI suggests general ledger account codes for each line item based on your chart of accounts, vendor history, and any rules you have configured.

5. Notice Resolution​

If the AI detects any issues -- a possible duplicate, an unknown vendor, a missing PO, or low-confidence data -- it creates a notice on the invoice. You resolve notices before submitting for approval.

6. Approval Routing​

Once the invoice is reviewed and all notices are resolved, it enters your approval workflow. Approvers are assigned based on your policies and can approve or reject directly from Mod AI.

7. ERP Sync​

After all approvals are complete, the invoice syncs automatically to your connected ERP system. No manual export or re-keying required.

What Makes Mod AI Different​

Traditional AP automation still requires you to type in data, look up codes, and chase approvers. Mod AI flips that model:

  • AI handles the tedious work. Extraction, coding, matching, and routing happen automatically.
  • You review and approve. Your role shifts from data entry to quality control.
  • The system learns from you. Every correction you make improves future accuracy for that vendor and document type.

Accessing Invoices​

To view your invoices, click Invoices in the left sidebar. This opens the invoice list page.

The Invoice List Page​

The invoice list shows all invoices your account has access to. Key columns include:

  • Vendor -- The matched vendor name.
  • Invoice Number -- The invoice number extracted from the document.
  • Amount -- The invoice total.
  • Status -- Where the invoice is in the lifecycle. See Invoice Statuses for a full breakdown.
  • Invoice Date -- The date on the invoice.
  • Due Date -- The payment due date.

You can search, filter, sort, and create saved views to find exactly what you need. See Searching, Filtering & Saved Views for details.

Learn More​

Dive deeper into each part of the invoice process:

We use cookies to understand how visitors use our site.