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AI for Finance Ops—faster processing withaccuracy, validation, and audit trails.

Finance and insurance workflows are document-heavy and exception-driven. We automate intake, extraction, validation, routing, and tracking—so operations move faster while staying controlled and auditable.

ISO-backed delivery
Security-first
Integration-ready

Outcomes finance teams target with ApexIQ

Faster invoice and claim turnaround with fewer manual touches

Reduced rework through validation and completeness checks

Clear exception handling with ownership and reason codes

Better audit readiness through action logs and traceability

Shorter approval cycles with escalation rules

Visibility into throughput, backlog aging, and exception drivers

Common pain points we solve

Manual entry from invoices/claims and supporting documents

Exceptions (missing PO, mismatches, duplicates) consume time

Documents arrive in multiple formats

Audit trails are fragmented

Approvals and follow-ups are slow and hard to track

Risk increases when routing or validation is inconsistent

Backlogs and bottlenecks lack clear visibility

Background Effect

Use cases we automate

AP Invoice Extraction + Validation

Extract invoice fields, validate rules, route exceptions.

Exception Queue with Reason Codes

Central queue: missing fields, mismatch, duplicate, unclear.

Automated Follow-ups

Template-driven follow ups to reduce manual chasing.

Invoice Approval Routing + Escalation

Route approvals, trigger escalations, track cycle time.

Claims Intake Triage + Routing

Detect missing documents, trigger follow-ups, organize for review.

Claims Document Packaging

Detect missing documents, trigger follow-ups, organize for review.

Cycle Time & Backlog Dashboards

Throughput visibility and exception trend analysis.

Finance Ops Copilot

Internal guidance for workflows, templates, and resolution paths.

Duplicate Detection & Rules-Based Checks

Detect duplicates, missing references, and basic anomalies.

Policy/Statement Document Processing

Extract key metadata and route to appropriate workflow.

Before vs After

Compare the traditional manual workflow with AI-powered automation

Before (manual ops)

Slow, manual, error-prone

Issue / request arrives
Manual reading
Copy-paste fields
Check missing documents
Route via email
Follow-ups
Approvals tracked in threads
Limited audit trail

After (ApexIQ automation)

Fast, automated, reliable

Intake
AI extracts key fields
Validation rules check completeness & consistency
High-confidence items auto route
Low-confidence items enter exception queue
Follow-ups triggered automatically
Approvals tracked with timestamps
Dashboards track cycle time, backlog & exception reasons

Deep dives (pilot-ready workflows)

PILOT WORKFLOW 1

AP Invoice Automation (Extract → Validate → Exceptions → Route)

PROBLEM

Invoice formats vary; manual entry and rework slow processing.

WORKFLOW

Invoice intake → OCR/parse → extract fields → validate rules (required refs, formats, totals) → exception queue → route for approval/action → publish structured output.

WHAT YOU GET

Field mapping, extraction pipeline, validation rules, exception queue, audit logs.

PILOT WORKFLOW 2

Claims Intake Triage + Document Packaging

PROBLEM

Claim requests arrive with inconsistent information and missing documents.

WORKFLOW

Intake → classify claim type/priority → extract references → completeness checks → exception queue/follow-ups → route to adjuster/team → track status.

WHAT YOU GET

Triage logic, extraction + checks, routing flows, follow-up templates, dashboards.

PILOT WORKFLOW 3

Audit Trails + Operational Dashboards

PROBLEM

Hard to prove what happened when and why; bottlenecks remain hidden.

WORKFLOW

Every decision/action logged → exceptions reason-coded → dashboards show aging, throughput, and trends.

WHAT YOU GET

Action logs, audit trail structure, dashboards, monitoring hooks.

Typical automated workflows

Vendor Email
Classify
Extract refs
Route
Ticket + SLA
Invoice PDF
Extract
Validate
Exception Queue
Approval
Publish Output
Approval Request
Route
Escalate
Track Closure
Dashboard

How we deliver outcomes

Our core capability blocks

AI Workflow Automation

Automate intake → classify → route → act → track SLAs

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ADP & Document Extraction

Extract fields from PDFs/scans/emails with validations and exception queues

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AI Agents & Copilots

Knowledge copilots and agents that retrieve answers and take controlled actions

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Custom Models & Fine-tuning

Higher accuracy and consistent outputs for domain-specific workflows

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Voice AI Systems

Speech analytics and voice workflows for call-heavy teams

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AI Integrations & Deployment

Production engineering: APIs, deployment, monitoring, security controls

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Systems we commonly integrate with

AP workflow tools / approval systems

Email / inbox intake and portals

Document repositories and storage

ERP & finance ops

CRM / customer support

Ticketing / helpdesk queues

Document storage: SharePoint/ Drive/S3

Reliable automation

Confidence scoring + human review lane
Validation rules to prevent bad data
Exception queue with reason codes
Audit trails for routing and actions
Monitoring for drift and failures
ISO-backed delivery practices
View Security & Compliance
QUESTIONS

Frequently asked questions

Can we pilot invoice automation with one vendor format first?

Yes—start small, validate extraction and exception handling, then expand

How do you ensure auditability?

We log decisions, actions, exception reasons, and timestamps to support traceability

What happens when an invoice or claim is missing information?

It routes into an exception queue with reason tags and can trigger automated follow-ups

How do you measure success?

Cycle time reduction, exception rate, rework reduction, backlog aging, and SLA adherence.

Want to reduce finance / ap / insurance operational workload?

Let's discuss your specific workflows and how we can help.