AI Agents
Discovery Express

Finance & back office

Document & Invoice Extraction

Reads invoices, CFDI and customs paperwork and posts them to the ERP with every field verified.

PilotReviewed September 3, 2026
Invoice capture · SAP
Demo data
A printed supplier invoice lying flat on a desk, with its fields, line items and tax QR code
Vendor
Distribuidora del Norte SA de CV
RFC
DNO 940512 K73
CFDI UUID
3F2A-91C7-…-A0B4
Total
$184,320.00 MXN
Due date
30 Sep 2026

Posted to SAP

MIRO document 5100048812 · 3 fields verified against the PO · 0 manual keystrokes

KPI it moves
70 to 90% fewer capture hoursPilot target
Channels
EmailInternal apps
Integrates
  • SAP
  • Odoo
  • NetSuite
  • SAT / CFDI 4.0
  • Shared folders / API
A customs broker scanning stacks of paperwork in an office near the border
Finance & back office

What it does

Every invoice read. Every field checked before it reaches the ERP.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates 6. Learns

Channels

  • Email
  • Internal apps
  • Shared folder / API

Document & Invoice Extraction

03Decides

Systems it integrates

  • SAP
  • Odoo
  • NetSuite
  • SAT / CFDI 4.0
  • Shared folders / API

A person on your team

01

Receives

Picks up documents from a mailbox, a shared folder or an API: PDF, XML, scans and photos.

02

Looks up

Matches the vendor, the purchase order and the SAT validation for CFDI 4.0 before touching the ERP.

03

Decides

Checks that every required field is present and consistent, or routes the document to a person.

04

Acts

Posts the document to SAP, Odoo or NetSuite with the three-way match and the audit trail.

05

Escalates

Sends mismatches, duplicates and low-confidence fields to finance with the source highlighted.

06

Learns

Adds every corrected layout to the eval set the same week.

KPI it moves

Targets set, being measured.

These are the numbers we sign in the KPI Contract, not results, until the pilot closes.

Proof Ledger
Pilot targets

Target, being measured

70 to 90% fewer

Manual capture hours

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target

Target, being measured

Under 1%

Field errors after review

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target

Target, being measured

2 to 4 fewer days

Monthly close

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target
Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

Invoice 4471 · bank data differs from the vendor master

$86,400 MXN · held for finance

Weekly eval

Passing

Field-level accuracy

98.6%

Last 8 runs
95.5% → 98.6%

Monthly sample of real documents · new layout regression passed

Limit, enforced

CFDI 9F2A cancelled at the SAT · not posted

Human approvals

  • Posting above an amount threshold you define
  • New vendors and changes to bank data

Typical evals

  • Field-level accuracy on a monthly sample of real documents
  • Duplicate and fraud pattern detection

Limits

  • Never creates or edits master data on its own
  • Posts only with a valid SAT status for CFDI

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

As a Library agent it needs 2 to 4 weeks of tuning inside the pilot, most of it on your policies and your systems, not on the model.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate

  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Proof Ledger note

Pilot

Running today. The figures above are targets signed in the KPI Contract until the pilot closes.

Reviewed September 3, 2026

Where this agent sits on the maturity policy

  1. Reference architecture
  2. PilotToday
  3. In production

The Discovery Express shows this agent on your data, live. Two sessions, no cost.

See this agent with your data

Related agents

Same function or industry.

All agents
A data steward comparing two printed customer records with a highlighter
Reference architecture

Finance & back office

Master Data Agent

KPI it movesTypical target

Duplicates down 80 to 95%

FAQ

Direct answers.

Yes. It validates the XML against the SAT before posting and keeps the UUID with the ERP record. Complements and cancellations follow the same path.

It reads them, with a confidence score per field. Low-confidence fields go to a person with the source highlighted, and each corrected layout joins the eval set.

SAP, Odoo and NetSuite today, through native APIs or MCP. Other ERPs are scoped in the Blueprint.

Because the module runs inside DaCodes Solutions and the external client pilot is being confirmed. The targets here become measured results when that pilot closes.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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