LI
Line Items

Powerful Features for
Modern AP Teams

AI-powered document extraction, intelligent matching, cashflow forecasting, and natural language reporting.

Document Intelligence

AI Document Extraction

Upload PDFs, images, or scans. Our AI extracts every field and line item automatically with high accuracy.

Any Format Supported
Upload PDFs, JPGs, PNGs, or scanned documents. We handle them all.
  • PDF invoices
  • Scanned documents
  • Phone photos
  • Email attachments
Intelligent Extraction
AI identifies and extracts invoice numbers, dates, amounts, and every line item.
  • Header field recognition
  • Line item extraction
  • Table detection
  • Multi-page support
Instant Processing
Documents are processed in seconds, not minutes. Review and edit extracted data instantly.
  • Sub-second extraction
  • Editable results
  • Confidence indicators
  • Batch processing
AI Document Extraction

Click to upload an invoice

PDF, JPG, or PNG

Ready to process
Extracted Data
Invoice NumberINV-2024-00892
99%
Invoice DateJanuary 15, 2024
98%
Due DateFebruary 14, 2024
97%
SupplierAcme Manufacturing Co.
95%
Subtotal$12,450.00
99%
Tax$1,245.00
94%
Total$13,695.00
99%
AI Matching

AI-Powered Semantic Matching

Our AI understands the meaning behind your data, not just the words. Match invoices with confidence even when descriptions don't match exactly.

Vector Embeddings
We use advanced OpenAI embeddings to understand semantic meaning in product descriptions.
  • text-embedding-3-small model
  • Contextual understanding
  • Handles synonyms and variations
Confidence Scoring
Every match comes with a weighted confidence score so you know exactly how reliable it is.
  • SKU similarity (30%)
  • Semantic match (25%)
  • Price tolerance (20%)
  • Supplier & quantity checks
Matching Strategies
Choose the strategy that fits your needs: aggressive, balanced, or conservative.
  • Aggressive - more matches
  • Balanced - recommended
  • Conservative - high confidence only
Semantic Matching
Purchase Order
SKU Similarity
PROD-123-A
Semantic Match
Industrial Widget XL
Price Tolerance
$45.00
Quantity Match
100 units
Supplier Check
Acme Corp
Invoice
SKU Similarity
PROD-123A
Semantic Match
XL Industrial Widget
Price Tolerance
$46.35
Quantity Match
100 units
Supplier Check
Acme Corporation
Confidence Breakdown
SKU Similarity92% x 30%
Semantic Match95% x 25%
Price Tolerance97% x 20%
Quantity Match100% x 15%
Supplier Check88% x 10%
Match Found!
Score: 94.5% | Threshold: 75% (Balanced)
94.5%
0%75% threshold100%
Workflows

Visual Workflow Builder

Build complex business logic with a simple drag-and-drop interface. No coding required.

Drag nodes to rearrange
Drag & Drop Editor
Create workflows visually by connecting nodes. See your logic flow at a glance.
  • 25+ node types
  • Visual connection lines
  • Real-time validation
Conditional Branching
Route documents based on complex conditions. Handle every business rule.
  • True/false branches
  • Multi-condition rules
  • Parallel execution paths
Version Control
Every change is tracked. Roll back to any previous version instantly.
  • Full version history
  • Change notes
  • Instant rollback
Dry-Run Testing
Test workflows without affecting production data. Debug with confidence.
  • Safe testing mode
  • Step-by-step execution
  • Detailed logs
Trigger Types
Start workflows automatically when documents arrive or events occur.
  • Invoice upload trigger
  • PO upload trigger
  • Approval triggers
Notifications
Send emails and alerts at any point in your workflow.
  • Approval requests
  • Status updates
  • Exception alerts
Interactive

Three-Way Document Matching

See how AI automatically links purchase orders, invoices, and delivery notes

Click on any document to see matched line items

AI Analytics

AI-Powered Insights

Intelligent cashflow forecasting and natural language reporting to optimize your payment strategy.

Cashflow Intelligence

AI analyzes your payment patterns to forecast cash needs and optimize payment timing for maximum benefit.

  • Early Payment Optimization

    Automatically identify invoices where taking early payment discounts maximizes savings

  • Cash Position Forecasting

    Predict future cash requirements based on payment schedules and historical patterns

  • Payment Scheduling

    AI recommends optimal payment dates to balance discounts and cash availability

Natural Language Reports
Try asking:

Click a suggested query above to see how AI generates instant reports

Audit & Alerts

Track Everything

Full version history for every document and intelligent notifications to keep you informed.

Version History
INV-2024-00892

Version 4

Modified by: Sarah Chen
Date: Today, 2:30 PM
Note: Corrected tax calculation
Changes
Amount
$12,450.00$12,475.00
Tax
$1,245.00$1,247.50
Document Versioning
Every change creates a new version. Full audit trail for compliance and accountability.
  • Automatic version tracking
  • Change comparison view
  • Instant rollback
  • Who changed what, when
Easy Rollback
Made a mistake? Roll back to any previous version instantly with one click.
  • Version comparison
  • Selective restore
  • Change notes
  • Approval re-routing
Smart Notifications
Intelligent alerts that filter by priority so you never miss what matters.
  • Priority filtering
  • Email & in-app
  • Customizable rules
  • Digest summaries
Notification Filters
Configure which alerts you receive and how. Focus on what's important to you.
  • By document type
  • By amount threshold
  • By supplier
  • By workflow status
Email Integration
Get notifications via email with direct action links. Approve directly from your inbox.
  • Rich email templates
  • Action buttons
  • Mobile-friendly
  • Configurable frequency
Complete Audit Trail
Every action is logged for compliance and reporting. Full visibility into who did what.
  • User activity logs
  • Document history
  • Approval chain
  • Export for audits

See It In Action

Schedule a demo to see how Line Items can transform your AP process.