Marketplace - Invoice Assistant Agent

The Invoice Assistant is a Boomi AI Agent that automates invoice processing by ingesting emailed invoices, extracting key data, and validating it against ERP records. If there’s a 100% match, payment is auto-applied. Discrepancies trigger ITSM tickets or allow users to review issues via a UI, where they can generate vendor-ready emails. This streamlines workflows, reduces manual effort, and improves accuracy across finance operations—all with seamless ERP and ITSM integration.

Key Features

• Automated Invoice Processing: Ingests and interprets emailed invoices without manual intervention.
• ERP Matching & Payment Triggering: Cross-checks invoices with ERP data and applies payment if 100% match is found.
• Exception Handling via ITSM or UI: Routes mismatches to an ITSM or allows manual resolution through a guided UI.
• Email Generation for Vendor Follow-up: Automatically drafts issue-specific emails for Accounts Receivable to send.
• Reduced Cycle Time & Manual Workload: Speeds up invoice handling and minimizes repetitive finance team effort.
• Improved Accuracy & Auditability: Ensures financial controls through consistent validation against ERP records.

Verified Partner/Vendor Supported: This accelerator is fully supported and managed by the Partner/Vendor. For any support related inquiries or assistance including troubleshooting, guidance and/or updates to the solution, please contact the Partner/Vendor directly.