Agent Invoices
Inbound vendor invoices — upload, validate, and approve
| Invoice # ↕ | Vendor ↕ | Date ↓ | Total ↕ | Status |
|---|
No invoices yet. Upload a PDF to get started.
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Vendors
Configured freight carriers and variance thresholds
| Legal Name | Threshold | Instructions | Notes |
|---|
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Add Vendor — Extraction Tuning
Upload an example invoice and iterate until extraction is correct
Add Vendor — Upload Example Invoice
Re-tuning extraction instructions for
Example Invoice PDF
Variance Threshold ($)
⟳
Identifying vendor…
Vendor Identified
Extracted from invoice:
Legal entity resolved to:
PT Partner Names:
Legal Name (confirm or edit)
Slug (auto-generated, editable)
⟳
Running extraction…
✓
Vendor config saved
Tuning Jobs
Vendor extraction tuning sessions
| Vendor | Slug | Status | Iteration | Started |
|---|
No tuning jobs yet. Start one by clicking + New Tuning Job.
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Vendor Extraction Health
Per-vendor extraction accuracy, trends, and correction rates
| Vendor | Accuracy | Trend | Correction Rate | Days Since Onboarding |
|---|
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No vendors with invoice data found.
Vendor Detail
Finance Summary
Per-invoice financial status for payment decisions
| Invoice # ↕ | Vendor ↕ | Date ↕ | Total ↕ | Approved ↕ | Disputed ↕ | Pending ↕ | Disputes | Status | Payment Action |
|---|
No invoices match the current filters.
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Invoice Detail
Close-Out SLA
Invoice lifecycle timing and SLA compliance
Upload → Approved
--Avg (h)
--Median (h)
--Max (h)
0 invoices
Approved → Cost Verified
--Avg (h)
--Median (h)
--Max (h)
Phase D
End-to-End
--Avg (h)
--Median (h)
--Max (h)
0 invoices
Aging Buckets
SLA Trend (Upload → Approved)
SLA Breaches (>48h)
| Invoice # | Vendor | Hours Elapsed | Status | Uploaded |
|---|
No SLA breaches — all invoices within 48h target.
Settings
Service Connections
| Service | Status | Detail | |
|---|---|---|---|
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Expense Auditor
Internal tool · Built on Claude + Classy + Snowflake
v0.1.0
claude-sonnet-4-6
Airline Invoices
Upload carrier spreadsheets and run AWB matching
✈️
Drop airline invoice files here or click to browse
Accepts .xlsx, .xls, .csv
Uploaded Files
| File | Size | Carrier |
|---|
Preview (first 10 rows)
| Invoice # | AWB | Amount | Currency | Origin | Intl |
|---|
AWB Matching Pipeline
Recent Airline Batches
| Batch | Date | Files | Rows | Auto-Approve | Disputes | Exceptions | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No airline batches yet | ||||||||
AWB Matching Results
Auto-Approve Candidates
0Adjustments (within +/-$5) and underbilled items will be cost-verified with "Airline Recon" invoice number.
| Order ID | AWB | Invoice Amt | PT Amt | Adjustment | Type | Airline |
|---|
Disputes Requiring Review
0Carrier charged more than PT by >$5. Review each and select an action.
| Order ID | AWB | Invoice Amt | PT Amt | Adjustment | Type | Airline | Action |
|---|
Exceptions
0| AWB | Amount | Origin | Exception | Order | On Order | Deleted | API Status | Action |
|---|
Airline Batch
| AWB | Order ID | Invoice # | Invoice Amt | PT Amt | Adjustment | Type | Airline | Origin | Segment | Status | Exception |
|---|
User Management
Manage roles and page access
| Name | Role | Active | Page Access |
|---|