Invoice Validation Against Contract Agreement

Invoice Validation Against Contract Agreement Agent validates invoice details against a contract agreement by identifying discrepancies in pricing, payment terms, unauthorized charges.

The "Invoice Validation Against Contract Agreement" agent addresses the critical need for businesses to ensure that invoices align with the terms of their contractual agreements. Discrepancies in pricing, payment terms, unauthorized charges, or service durations can lead to financial losses, compliance issues, and strained vendor relationships. By automating the validation process, this agent helps organizations maintain financial accuracy and contractual compliance, reducing the risk of errors and disputes.

The Invoice Validation Against Contract Agreement Agent ensures financial and contractual compliance by verifying invoice details against terms defined in a service agreement. It uses context-grounded contract data to assess vendor identity, pricing, service specifications, billing cycles, and historical data provisions. It is able to do all this while distinguishing between pilot and standard contracts. The agent identifies discrepancies such as incorrect pricing or unauthorized charges, validates service periods, and computes compliance status with justifications. This upfront validation streamlines finance operations, reduces the risk of overpayment, and strengthens audit readiness.

To achieve its goals, the agent utilizes UiPath Context Grounding context for retrieving contract details. This enables the agent to compare invoice details against contract terms with high accuracy, ensuring that all validations are thorough and reliable. By leveraging these resources, the agent provides a comprehensive solution for invoice validation, helping businesses streamline their financial operations and uphold contractual integrity.

How to use

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

• An Agent definition purpose built for a specific task that you can open within Studio Web
• Best practices built-in including a high Agent score
• Multiple evaluation sets to ensure reliability and see example input and output
• Prebuilt tools contained within a Solutions Management file
• A starting point with the ability to expand and modify to specific needs