Invoices overview
Invoices are at the core of Mod AI. From the moment an invoice arrives to the moment it syncs to your ERP, the platform does the heavy lifting so your team can focus on review and approval rather than data entry.
The invoice lifecycle
Every invoice follows the same path through the system.
1. Intake
Invoices enter Mod AI one of two ways:
- Email forwarding. Vendors or internal teams forward invoice emails to your dedicated Mod AI address. Attachments are detected and processed automatically.
- Manual upload. Upload invoice files directly through the platform.
2. Extraction
The agent reads the full document and extracts structured data: vendor, invoice number, dates, amounts, line items, and more. See AI Extraction for what gets extracted and how the agent improves over time.
3. Vendor matching
The agent identifies the vendor on the invoice and matches it to a vendor in your vendor directory. Unmatched vendors surface as notices.
4. GL coding
The agent suggests general ledger account codes and dimension values for each line item based on your chart of accounts, vendor history, and your Agent instructions.
5. Validation
Validation rules and integration-specific hooks run on every invoice. If anything trips a rule, a notice is created on the invoice. Blocking notices hold the invoice until a person resolves them. See Validation Overview.
6. Approval routing
Once the invoice is reviewed and notices are resolved, it enters the approval workflow. Approvers are assigned based on your policies and can approve or reject directly.
7. ERP sync
After all approvals land, the invoice syncs automatically to your connected ERP. No manual export or re-keying.
What makes Mod AI different
Traditional AP automation still asks you to type data, look up codes, and chase approvers. Mod AI flips that model:
- The agent does the tedious work: extraction, coding, matching, and routing.
- You review and approve. Your role shifts from data entry to quality control.
- The system learns from you. Every correction improves future accuracy for that vendor and document type. You can also write custom Agent instructions to shape behavior across the board.
- Copilot lets you fix invoices in natural language instead of clicking through every field.
Open the invoices list
Click Invoices in the left sidebar. The list opens with your current entity's invoices.
Invoices list showing Invoice Number, Status, Date, Vendor, Total Amount, Due Date, and Approval columns.
The invoices list
Key columns:
| Column | What it shows |
|---|---|
| Vendor | The matched vendor name. |
| Invoice Number | The invoice number the agent extracted. |
| Amount | The invoice total. |
| Status | Where the invoice is in the lifecycle. See Invoice Statuses. |
| Invoice Date | The date on the invoice. |
| Due Date | The payment due date. |
Filters, sort, column visibility, and saved views let you narrow to exactly what you need. See Searching and Filtering.