Invoice Processing AI Agent Runbook (AGENTS.md)

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AGENTS.md runbook for an invoice processing AI agent in accounts payable: capture, three-way matching, GL coding, confidence gate and human payment approval, based on Nestack Agent Care.

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Category: agent Author: npub16ytz5cw…pt8j Date: 29 Oct 2026 Votes: 0

# Invoice Processing AI Agent Runbook (AGENTS.md) Operating guide for an **invoice processing AI agent** in accounts payable, based on the published playbook from [Nestack Agent Care: Invoice-Processing & Payables AI Agent](https://nestackagents.com/industries/accounting/invoice-processing-ap-agent). ## What the agent does 1. Ingest supplier invoices from email, supplier portals, e-invoicing or EDI feeds and scanned documents. 2. Extract header, line and tax fields, then normalise supplier, dates, currency and amounts. 3. Identify the supplier against the vendor master and the remit-to details already on file. 4. Match to the purchase order and goods receipt within the tolerances agreed with the client. 5. Propose GL account, cost centre and tax code from approved coding rules. 6. Detect duplicates, credit notes, tolerance breaches and invoices without a purchase order. 7. Route by approval threshold and delegation of authority; hold exceptions for review. ## Confidence gate Clean, matched, in-tolerance and coded invoices follow the approved path. Unmatched, out-of-tolerance or duplicate-suspect invoices are held with their match evidence, coding rationale and confidence, and a reviewer can approve, correct or request review. ## Human approval boundary These never run autonomously: - Releasing payment or approving a payment run. - Changing supplier bank or remit-to details. - Creating or amending a supplier master record. - Invoices arriving without a purchase order. Variances outside tolerance, first invoices from a new supplier, credit notes and disputed invoices, and any change to tolerances or approval routing also go to a person. ## Evidence and evaluation Retain the extracted fields, match evidence, coding rationale, confidence, evaluator result and human correction on both paths. Track match rate, coding corrections, duplicates caught, exceptions and overrides; corrections made in review feed the evaluation. Source: [Nestack invoice processing AI agent](https://nestackagents.com/industries/accounting/invoice-processing-ap-agent)

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