Related Articles
1. Overview
Pending Invoices are uploaded invoices or bills that require review before they are finalized inside Finz.
After a document is uploaded, Finz automatically extracts invoice information using AI-powered parsing and document processing.
This may include:
vendor information
invoice numbers
dates
totals
taxes
line items
pricing details
Operators can then review, edit, and confirm the extracted information for accuracy before saving.
This workflow helps turn uploaded documents into structured operational finance data that can later support:
payable workflows
vendor monitoring
Margin reporting
Signals
AI CFO insights
operational reporting
Over time, recurring invoices from the same vendors may also help operators monitor purchasing trends and vendor price changes.
Related Resources
2. Opening Pending Invoices
Pending Invoices appear inside the Documents workspace after invoice-related files are uploaded.
To access Pending Invoices:
open Documents from the left navigation
locate the Pending Invoices section
select an invoice awaiting review
Depending on upload activity, there may be one or multiple invoices waiting for confirmation at the same time.
The review screen opens a detailed invoice confirmation workflow where operators can validate extracted information before saving.
3. How Invoice Parsing Works
After upload, Finz automatically processes invoice documents using AI-powered parsing.
The system attempts to identify and structure key invoice fields from the uploaded file.
Common extracted fields may include:
customer or vendor name
invoice number
transaction date
due date
invoice totals
tax amounts
line items
unit pricing
Parsed information appears alongside the original invoice preview so operators can compare extracted data against the uploaded document.
Related Resources
4. Reviewing and Confirming Invoice Information
Operators should review extracted invoice information before confirming the invoice.
This review step helps improve reporting accuracy and operational visibility across Finz.
Operators may:
edit incorrect fields
confirm invoice totals
verify dates
review extracted line items
add or adjust missing information
validate vendor details
Any confirmed edits override the originally parsed values.
The goal is to ensure the invoice reflects the actual source document as accurately as possible.
5. Reviewing Line Items and Pricing
Pending Invoices may include extracted line item information when available from the uploaded document.
Operators can review:
product names
quantities
unit pricing
totals
invoice item structure
Line items may later support:
vendor price monitoring
purchasing analysis
recurring spend visibility
operational reporting
Margin analysis
Over time, recurring invoice activity from the same vendors may help operators identify pricing increases or unusual purchasing changes.
Related Resources
6. Cleaned vs Original View
The invoice review workflow may include both:
Cleaned view
Original document view
The Cleaned view shows the structured parsed data extracted by Finz.
The Original view displays the uploaded source document for comparison and verification.
This allows operators to quickly validate extracted information without leaving the review workflow.
7. Saving and Finalizing Invoices
After review is complete, operators can save the confirmed invoice information.
Once finalized, invoice data may later contribute to:
vendor tracking
payable workflows
reporting visibility
Signals
AI CFO insights
operational finance analysis
The invoice may also move into organized document folders and connected operational workflows across Finz.
8. Why Invoice Review Matters
Reviewing invoices helps improve the accuracy of operational finance data across the platform.
Incomplete or incorrect invoice information may affect:
transaction categorization
reporting accuracy
vendor tracking
Margin visibility
Signals generation
AI CFO outputs
Reviewing Pending Invoices regularly helps operators maintain cleaner financial visibility across the business.
Related Resources
9. Common Reasons an Invoice Requires Review
Invoices may appear in Pending Invoices when:
extracted data requires confirmation
line items could not be parsed confidently
fields are incomplete
invoice formatting is complex
uploaded scans are low quality
operator verification is required before processing
Large invoices or multi-page documents may also require additional review time.
10. How Operators Typically Use Pending Invoices
Many operators review Pending Invoices as part of their weekly finance workflow.
Common workflows include:
reviewing newly uploaded vendor invoices
confirming pricing changes
validating large purchases
checking recurring vendor spend
resolving missing invoice information
improving reporting accuracy before weekly review cycles
The goal is to help operators maintain structured, reviewable operational finance data without manually organizing invoices outside the platform.