1. Overview

After uploading invoices or bills, Finz automatically extracts and structures the document data for review.

Before information is saved into workflows, operators should review parsed fields to confirm accuracy and make corrections when needed.

This review process helps improve:

• invoice accuracy

• vendor matching

• unit price tracking

• reporting consistency

• downstream forecasting and Signals

Finz highlights extracted values directly alongside the original document so teams can verify information before saving.

2. Opening pending invoices

Invoices awaiting review appear in the Pending Bills section inside Documents.

To review an invoice:

• open Documents

• locate the Pending Bills section

• select the invoice awaiting review

Finz will open the confirmation screen with the parsed invoice data and original document preview side by side.

3. Reviewing basic invoice details

At the top of the review screen, Finz extracts core invoice information including:

• vendor name

• invoice number

• transaction date

• due date

• total amount

• tax amount

Operators should confirm these fields match the original invoice before saving.

If information appears incorrect or incomplete, fields can be edited manually.

Your edits override the parsed values shown by Finz.

4. Reviewing line items

Finz automatically extracts invoice line items and attempts to standardize product information.

This may include:

• cleaned item names

• brand names

• purchase size

• packaging details

• total size

• unit pricing

Operators should verify:

• quantities are correct

• unit pricing is accurate

• packaging sizes were interpreted correctly

• duplicate or incorrect items are removed

Accurate line item review helps improve vendor tracking and price variance monitoring over time.

5. Comparing against the original document

The original invoice remains visible in the document preview panel during review.

Operators can:

• compare extracted values against the source document

• zoom into invoice details

• navigate between invoice pages

• switch between cleaned and original parsing views

This helps teams validate parsed information before committing it to workflows.

6. Editing or adding items

If extracted information is missing or incorrect, operators can:

• edit parsed fields

• update quantities

• correct packaging sizes

• remove invalid items

• manually add new items

Finz uses these corrections to improve consistency across invoice workflows.

7. Saving reviewed invoices

Once review is complete:

• select Save to confirm the invoice

• the invoice will move into the appropriate document workflow

• approved data becomes available across reporting and operational workflows

Reviewed invoice data may later support:

• price tracking

• vendor monitoring

• inventory analysis

• forecasting inputs

• Signals

• AI CFO context

8. Common review issues

Incorrect vendor matching

If the vendor name does not match correctly, operators can manually select the correct vendor before saving.

Packaging or quantity errors

Some invoice formats may require manual review for packaging sizes, weights, or unit conversions.

Missing line items

Low-quality scans or complex invoice layouts may occasionally miss extracted rows.

Operators can manually add missing items when needed.

Parsed totals do not match

Always confirm subtotal, tax, and total values before saving finalized invoices.

9. Recommended next steps

After reviewing invoices, operators often continue by:

• monitoring vendor price changes

• reviewing Signals

• checking Margin trends

• reviewing inventory-related spend

• asking AI CFO about recent cost changes

Keeping invoice data clean and verified improves reporting accuracy across the platform.