ProcIndex runs AP, AR, vendor replies, and bank reconciliation inside your ERP under the approval rules you set, and your team reviews the exceptions. The film above follows one month-end night at a construction company’s accounting office, from the invoice pile left on the controller’s desk at 5:42 PM to a clear queue at 8:58 AM.
Month-end, and the team goes home with a full tray.
of invoices processed without human intervention, across all customers, January–October 2026.
ProcIndex works inside the ERP you already run, and the ERP stays the system of record.
Construction teams contend with project coding and progress billing. Manufacturers contend with invoice volume and PO variances. Both need clean entries, clear exceptions, and control before anything posts.
AP, vendor, AR, and reconciliation agents work from the same ERP data, policies, and audit trail. Routine work moves forward, and exceptions stay with your team.
Invoices arrive by email, vendor portal, and photo. The AP agent reads them, matches lines to purchase orders and receipts, codes them to the job and cost code, checks lien waivers before subcontractor payments, and posts what passes your policy.
Suppliers ask where an invoice stands and when it pays. The vendor agent answers from live AP data, in your company's own terminology and voice, and hands anything sensitive, like a bank-detail change, to a person with the thread attached.
The AR agent works overdue receivables straight from your ERP: consistent follow-up, promises to pay recorded against the right invoice, and disputes escalated with the customer's reply and the evidence attached.
The reconciliation agent watches the bank feed. A customer payment is matched to its invoice and entered in the ERP the same day, not two or three days later. Fees and transfers post to their accounts, and anything unexplained waits in your queue.
Follow the same supplier invoice through AP the way it runs today, and the way it runs with ProcIndex. Then the same customer payment.
Each of these steps is someone's time.
Your team handles only the exceptions.
The deposit lands on Monday. Someone spots it in the bank feed, hunts for the invoice it belongs to, and keys the receipt into the ERP two or three days later.
The deposit lands on Monday. It is matched to the open invoice, applied, and posted to the ERP the same day, with the bank line reconciled.
Sync POs and accounting dimensions, configure matching tolerances and approvals, then validate ProcIndex on real invoices and pay applications.
Sync the vendors, purchase orders, projects, dimensions, and transaction data each workflow needs.
Define matching rules, payable entities, variance tolerance, and approval paths.
ProcIndex captures, matches, codes, and routes invoices; uncertain cases go to the shared work queue.
Approved invoices post to your ERP with the supporting workflow, decisions, and actions preserved in the audit trail.
Your ERP remains the system of record. Every match, rule, approval, exception, and posting stays visible and traceable.
The PO lines, the receipt, and the tolerance the agent compared are attached to the invoice.
The approval rule that allowed the posting is written to the ERP audit trail with the entry.
An invoice held for review arrives with what failed: a missing receipt, a price outside tolerance, a waiver not on file.
“Our plants receive several thousand supplier invoices a month, and most of them used to wait for someone to find the receipt. The match now runs overnight, the clean invoices are posted before the AP team logs in, and the team spends its morning on the ones with a real price or quantity variance.”
ProcIndex connects to your ERP as the system of record. Its agents read the vendors, purchase orders, projects, dimensions, and transactions each workflow needs, then move routine accounting work forward under your matching and approval policies.
No. ProcIndex handles repetitive capture, matching, coding, routing, follow-up, and reconciliation work. Your team keeps approvals, exceptions, sensitive conversations, and accounting judgment, with a work queue and audit trail behind every action.
Yes. ProcIndex handles partial invoices against open PO lines, recognizes credit memos separately from standard invoices, reviews cumulative pay applications against commitments, and turns photographed field tickets into structured data for matching and coding.
Only within the policies you configure. You can set approval paths, thresholds, amount bands by currency, and the conditions that require review. Anything outside policy lands in the work queue with the evidence attached.
ProcIndex agents cover AP processing (including 2-way and 3-way matching and lien waiver checks on subcontractor payments), vendor invoice-status inquiries, AR collections, and account reconciliation. A month-end close agent is in early access. Each agent works within your permissions, approval paths, and escalation rules.
The workflows reflect the accounting details these teams deal with every day: project and cost-code dimensions, progress billing and pay applications, partial invoices, PO-line variances, distributed approvers, and high supplier volume.
No. Those are our core, but customers also include roofing contractors, food and beverage producers, plastics and packaging manufacturers, consumer products and toy makers, and field service companies such as commercial window cleaning and solar panel cleaning. If your accounting is tied to jobs, plants, or service routes, it is likely a fit.
ProcIndex is SOC 2 Type II. ERP credentials are encrypted with key rotation, access is role-based, agents have an org-level kill switch, and every action is written to an append-only audit trail.
Book a live walkthrough of the workflows above on your ERP, your document types, and your controls.
