Accounts payable
Check invoice completeness and totals. Keep exceptions visible before a person decides what to do next.
Document checks built around your standards
Make document checks clearer for your team.
See which documents are missing information and which break your rules, with the line that proves it.
Company-defined rules. Source-linked results. Human judgement.
Built around your document standards, whatever the document: your required fields, your formats, your business rules. partners@rolebird.co.nz
One invoice. Two checks.
Fictional illustrationInvoiceFictional Harbour Supplies
| Line amount | 100.00 |
|---|---|
| Line amount | 50.00 |
| Tax | 22.50 |
| Stated total | 173.50 |
Structure checkRequired fields present
CompleteBusiness-rule checkTotal differs by NZ$1.00
Gap100.00 + 50.00 + 22.50 = 172.50. The document states 173.50.
Fixed examples explain the workflow: an invoice and a timesheet here, the same two checks for whatever document your business defines. This page does not run the SDK, accept documents or authorise payment or pay.
See the idea
in a short film.
A fictional invoice shows why complete structure and correct evidence need separate checks.
A short narrated explainer with on-screen text. Read the text version.
A week of supplier invoices.
Fictional scenario
Monday morning, an accounts team loads the week's supplier invoices against its own standard: supplier name, invoice number, purchase order reference, line amounts, tax, total. ClaimGate reads each one and shows two things side by side: which required fields are present, and which business rules the evidence meets.
Most invoices match the standard and go straight to the approval queue with the matching lines quoted beside each rule. A few are flagged: one has a stated total that does not match its lines, one has no purchase order reference, one names a supplier the standard does not recognise. Each flag shows the exact line it came from.
A person decides the flagged ones. Nothing is corrected or approved on their behalf, and their decision is recorded beside the original result, not written over it.
For teams where the details matter.
A starting fit to evaluate: repeatable documents, explicit requirements and people accountable for the result.
Procurement operations
Review purchase-order fields and configured requirements against the document's evidence.
Document review teams
Work through missing information and clarification without changing what the original source says.
Two different questions.
One clear review.
Your business defines the document standard. ClaimGate checks the information against it.
Read the document
Extract content from a supported format and retain source references. OCR output still needs human verification.
Check the structure
Locate required fields and flag missing, ambiguous or incorrectly formatted information.
Check the requirements
Apply configured rules to the evidence. Show met, gap and unresolved outcomes separately.
Keep people in control
Collect clarification alongside the original evidence. An answer never silently rewrites the source.
Fit the standard
to any document you define.
Invoices, receipts and purchase orders are the first examples. The same two checks apply to whatever document your business checks against a written standard: contracts, timesheets, applications, compliance forms, delivery dockets. You define the fields and the rules; each document type is configured and evaluated for your business before it goes live.
The checking core uses explicit rules. OCR output needs human verification.
- Text and native PDF
- Read the content and connect checks to its source.
- Images and scanned PDF
- Scanned documents are read by OCR; the output needs human verification.
- CSV
- Declared columns, encodings and delimiters. Preserve identifiers and original values.
Control of your data
is part of the design.
Our requirements are NZ-hosted processing with no retained business-document content, no training use, and an optional deployment on your own servers.
Customer-server deployment is intended as a separately priced option. Review the processing and operating arrangements with us as part of evaluating your workflow.
Start with one
document workflow.
Agree the required fields, the evidence and the outcomes first. Then measure whether ClaimGate improves that one workflow.
- Choose the document and agree the requirements.
- Set aside independently reviewed evaluation examples.
- Compare outcomes and the work left for people.
- Decide whether it is useful for your business.
To arrange a demo or plan an evaluation, email partners@rolebird.co.nz. Examples on this page are fictional.
Ask for a demo.
Tell us the document you check most and the requirements it has to meet. We will show the two checks on a fictional example of that document and talk through what an evaluation for your business would involve.
Email partners@rolebird.co.nz