PHASE ONE / SFI PROCESS INTELLIGENCE
Illustrative capture · SFI flags the repeated PO lookup.
ILLUSTRATED WORKSPACE / SAMPLE DATA
01 / CAPTURE
Record the task
Start recording, then process the invoice or run the reconciliation as usual.
02 / DOCUMENT
Check the SOP
SFI writes the steps. The process owner checks exceptions and approves the procedure.
03 / ASSESS
Choose what to automate
Review flagged steps, such as a repeated PO lookup. Finance decides which approvals to keep.
WORKED EXAMPLE / ACCOUNTS PAYABLE
Here’s what another analyst can follow after one invoice review.
AP–01 / ILLUSTRATIVE DRAFT
Vendor invoice approval
01
Capture the invoice
Log the vendor, amount, invoice number and PO reference.
02
Check the purchase order
Match the vendor and amount to the approved PO.
NO PO
Hold and escalate
Hold the invoice. Ask the buyer for the PO or an approved exception.
03
Route for approval
Send the invoice and supporting records to the authorized approver.
Owner check — who can approve a non-PO invoice?
PILOT DELIVERABLES
See what’s documented, who owns it and which handoffs deserve attention.
Track the owner, system and review status for each task.
Separate hands-on time from time spent waiting.
Identify sensitive fields, access rights and retention needs.
Define the trigger, inputs and exceptions for each candidate.
30-MINUTE SOFTWARE DEMO
See an invoice review become an SOP. Existing customers and invited pilot teams can sign in.