Industries/Construction & engineering/Invoice Agent
Pay apps and retention,SOV and waiver checks.
Pay applications mix percent-complete, stored materials, and retainage releases that must tie to the schedule of values. The Invoice Agent maps lines to subcontract SOV, prior billings, and retention rules, flags missing waiver references you require, and holds payment until PMs approve exceptions.
Scenarios in construction & engineering
Document-level examples buyers in this industry run through Invoice Agent.
Subcontractor pay application with retention
Current billing mixes new work and retainage release. The agent compares to SOV and prior periods, citing job and subcontract IDs.
Conditional lien waiver for progress payment
Payment waits on waiver document IDs. The agent holds the run until waiver status you store is satisfied.
Equipment rental invoice with job number
Rental bills post to job codes. The agent validates rates against master agreements and budget owners.
What the agent checks
Core Invoice Agent rules, phrased for construction & engineering procurement.
- Billed vs SOV and prior periods
- Retention percent vs subcontract
- Waiver reference required
- Vendor matches subcontract party
- Non-PO job spend → superintendent
- Header math within policy
How it works
Same pipeline as the live Invoice Agent module.
- 1
Extract invoice data
Pull invoice number, dates, PO reference, supplier, line quantities and unit prices, subtotal, tax, and total with a confidence score.
- 2
Link PO and receipt
Resolve the PO, confirm the supplier matches, and load received quantities per line from goods receipts on that PO.
- 3
Match line by line
Compare billed price and quantity to PO and receipt. Flag variances beyond tolerance and non-PO spend.
- 4
Detect duplicates and risk
Fail on same supplier + invoice number (or same supplier, total, and issue date). Block invoices from blocked suppliers.
- 5
Route the outcome
Clean matches auto-approve under your threshold; failures become exceptions with a one-line reason and optional supplier correspondence.
Questions buyers ask
Can agents verify percent-complete?
They compare billed amounts to SOV; supers still sign field percent-complete.
How are waivers tracked?
Statuses or IDs you store are required before release.
Do you record liens?
No. Agents check waiver references only.
Will AP auto-pay?
Only when compliance items clear or PMs waive with trace.