Agentic workflow

Reconcile supplier evidence for finance teams using agentic workflows

Help finance teams reconcile supplier evidence against internal records before exceptions become downstream issues.

Challenge

For finance teams, supplier evidence can arrive across emails, files, and portals, while the system of record tells a different story. Gaps and mismatches are easy to miss until they delay payment, onboarding, or controls testing.

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Workflow preview for reconciling supplier evidence for finance teams

Workflow preview

Challenge

Where work slows down

For finance teams, supplier evidence can arrive across emails, files, and portals, while the system of record tells a different story. Gaps and mismatches are easy to miss until they delay payment, onboarding, or controls testing.

TextMine workflow

How TextMine helps

TextMine compares supplier evidence with existing records, highlights missing or inconsistent values, routes exceptions to the right owner, and updates the record once the evidence is resolved.

Execution time
5-8 min
Estimated time saved
4-7 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.

Workflow design

Steps and key blocks

Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.

Workflow pattern

  • Start from supplier documents, uploaded evidence, email attachments, or scheduled review cycles.
  • Extract and organize supplier values from documents and workflow inputs.
  • Look up matching records, reconcile values, and flag mismatches or missing evidence.
  • Assign exceptions, update governed records, and notify stakeholders once resolved.

Key blocks

  • Lookup record, Reconcile data, Organise values
  • Entity contains, Create or update record, Add assignee
  • Confidence, Send email, Upload to vault

See it live

See this workflow in TextMine

Book a demo to map this workflow to your documents, systems, and controls.

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