PO capture and tracking
Turn incoming orders into structured records with clear ownership and a visible status.
Fewer manual entries. Clearer status.Document operations, brought under control
Make document work move.
Wizd captures purchase orders and invoices from PDFs and email, extracts the right data, checks it against your systems, routes exceptions, and keeps the record traceable.
A practical assessment of the manual work, exception points, and first automation opportunity.
INVOICE CONTROL RECORD / 0427MATCHED
SupplierNorthline Supply Co.
Invoice referenceINV-87419
Purchase orderPO-1180 / FOUND
Amount$14,820.00 / CHECKED
Exception lane: quantity variance needs an owner decision before the record is sent on.
The core workflow
From document arrival to a business-system record.
No generic bot to manage. We build the operating flow around the rules and systems your team already relies on.
01 / RECEIVE
Capture
PDFs and email attachments arrive in a controlled, visible intake.
02 / EXTRACT
Structure
Pull supplier, line, date, amount, and reference data from the document.
03 / VALIDATE
Check
Compare it with approved purchase orders and the rules that protect your business.
04 / EXCEPTION
Decide
Route only mismatches to the right owner, with the context to make a decision.
05 / UPDATE
Record
Send verified data into the business system and retain the document trail.
Focused first, expandable later
The documents that cost operations teams the most time.
Invoice validation and approval
Apply your checks before an invoice moves on, and send only exceptions for human review.
Faster approvals. Less duplicate-payment risk.PO-to-invoice matching
Compare invoices with approved orders and surface mismatches before they become clean-up work.
More accurate processing. Traceable exceptions.Done for you
A workflow your team can rely on, not a tool they need to learn.
Wizd works with operations and finance stakeholders from first map to operating handover.
01
Map the work — documents, rules, ownership, and edge cases.
02
Connect the systems — inboxes and the business software that matters.
03
Build and test — prove the flow on real documents and exceptions.
04
Hand over and support — leave a clear process after go-live.
Start with the real process
Book a document workflow review.
Tell us where your purchase orders, invoices, or pro forma invoices enter the business. We will identify the manual work, exception points, and most useful first automation.