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Acceptance checklist · AI automation

Invoice intake: acceptance checklist

Define how to recognise a usable result. Start with anonymised invoices and a supplier list and plan a checked invoice register ready for approval.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
anonymised invoices and a supplier list.
Proposed result
a checked invoice register ready for approval.
A decision to resolve
duplicate invoice numbers and missing tax fields.

This is a planning example. It does not describe a completed client engagement.

Acceptance checklist for this project

  • Compare the result with a manually checked sample; measure corrections as well as time saved.
  • Write the expected content and format of a checked invoice register ready for approval against one agreed sample.
  • Include a failing example involving duplicate invoice numbers and missing tax fields, and agree the correct response.

Questions to answer together

  • What is the expected result for one agreed example?
  • Which edge cases must pass before signoff?
  • Who accepts the result, and where is that decision recorded?

What to have at the end

A repeatable acceptance pack with examples, expected outcomes and signoff criteria.

Record the decision on duplicate invoice numbers and missing tax fields alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.