Project details

Northbeam

Project overview

Northbeam needed one dependable intake path for invoices arriving through email, uploads and paper. The system had to extract the right fields, route exceptions and keep finance in control without repeated manual entry.

Northbeam — One intake path from document to approval

Process mapping
Exception handling
Human approvals
System monitoring
Documentation

API integration
Internal tooling
Production deployment
Reporting and handover

Unified email, upload and scan invoice intake queue

01 · CaptureOne intake queue

AI extraction interface validating invoice fields and flagging an exception

02 · UnderstandExtract and validate

Human approval workspace comparing an invoice with its purchase order

03 · DecideReview exceptions

Auditable invoice processing timeline ending in a healthy ERP sync

04 · RecordAudit and sync

Project Result

PlugWheel built a monitored invoice intake pipeline that captures documents, validates required fields and sends only uncertain cases to a human reviewer.

Finance now works from one auditable queue with clear ownership, fewer duplicate entries and a reliable handoff into downstream accounting systems.

Production system capabilities

Multi-channel invoice capture
Structured extraction and validation
Exception routing with audit logs

AI extraction and validation interface for incoming invoices

Auditable invoice processing timeline and ERP sync status

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