Solutions · CFO / finance leadership

Control the financial outcome of invoice exceptions

See what remains blocked between a compliant invoice and an authorised financial action: the value, the responsible owner, the breached rule, the required approval and the confirmed downstream state.

  • SAP, Tally and ERPNext connectors, plus client-specific connectors
  • Any GSP or ASP you run
  • TaxGenie, a GSTN-empanelled GSP — GST compliance since 2017
  • ISO/IEC 27001 certified

Proof you can ask for

Each item shows Available once its evidence pack is ready to share with you; until then it shows Evidence pack in preparation. Product readiness is on Trust & Readiness.

  • Evidence pack in preparationException workbench with value, age and owner
  • Evidence pack in preparationDOA matrix by entity, amount band and category
  • Evidence pack in preparationSupplier bank-detail change control example
  • Evidence pack in preparationERP reply and error handling with read-back
  • Evidence pack in preparationSegregation of duties enforced at approval

Audience: CFO, group controller, finance leadership.

Why connect

Financial visibility without waiting for reconciliations

Blocked value and its cause are visible while the exception is open, not at month-end.

Traceable responsibility

Every decision names the role, the rule version and the evidence it rested on.

Approval integrity

Delegation of Authority and segregation of duties govern every material change.

Faster tax-ready review

Invoice, approval, ERP reference and tax treatment stay linked for the tax team.

For multi-entity groups

Different entities, ERPs, invoice providers and finance teams often see different parts of the same transaction. Common exception types with local Delegation of Authority let a group controller see blocked invoices across entities without introducing another system of record. A single-entity business runs the same Control and Command Centre; the cross-entity view is the addition, not a different platform. Connectors and country readiness are listed in the Conformance centre, so you can see exactly what is tested for your ERP and each country.

InvoiceDX works with any GSP, ASP or ERP you run — keep them, or if you want to change one, we will recommend options. Connectors are listed in the Conformance centre with their scope and readiness.

Example

  1. 1

    High-value exception routed under DOA

    A PO-price variance places a payment hold; the authorised reviewer is selected by DOA, with SoD applied.

  2. 2

    Value at risk visible

    Value, age and owner stay in view in the Command Centre until resolved.

  3. 3

    Verified ERP outcome

    The approved correction is confirmed by the ERP document reference, read back and retained.

Illustrative workflow — not a connected live transaction.

What to measure

Measured from your own baseline. Sample figures on this site are illustrative unless they name a source and period.

  • Disputed invoice value
  • Preventable late fees
  • Days in exception
  • Approval-cycle duration

Measurement categories, not results. Illustrative until measured against your baseline.

Boundary

  • InvoiceDX does not execute payments or approve autonomously, and it adds no new system of record: your ERP stays the system of record.

Who decides, and on what evidence

Domain Intelligence for finance leaders

AI recommends; rules validate; authorised people approve. See the controls and what the AI never decides.

Explore Domain Intelligence →

See the CFO control walkthrough