Procurement & Finance
AI-Powered Procurement, Finance & Document Automation System
Phase 1–3 gates Passed
Document intelligence, three-way match, amount-tier HITL, and Odoo ERP posts with confidence scoring.
M0–M10 complete · API 1.0.0 · Closeout 2026-09-11
The problem
AP and procurement drown in unstructured documents, manual match, and duplicate ERP posts.
Email + PDF chaos
Invoices, POs, quotes, and contracts arrive unstructured with no shared pipeline.
Manual three-way match
AP teams rekey and compare PO / GR / invoice in spreadsheets.
No confidence / HITL
Low-quality extractions post to ERP or stall without packages.
Duplicate ERP posts
Retries create double POs and invoices.
Silent workflow failures
Jobs die without DLQ, alerts, or audit.
The solution
FastAPI owns IDP, match, and HITL policy; n8n owns ingest/notify wrappers — no silent ERP doubles.
A Dockerized AP/procurement platform that turns email PDFs into matched, approved ERP posts — with dedupe, RAG policy Q&A, and an ops dashboard.
Document intelligence
Classify + extract with confidence scores and fixtures.
Three-way match + dedupe
PO/GR/invoice alignment before ERP write.
Amount-tier HITL
Policy engine packages approvals by risk/amount.
Odoo (+ ERP stubs)
Governed posts with role-separated finance views.
Ops dashboard RBAC
Exceptions, spend, and AI decisions in one cockpit.
Email/docs → n8n ingest → FastAPI IDP + match + HITL → Postgres/Qdrant → Odoo/ERP → notify/dashboard
Before → After
Architecture
Delivery
Milestone narrative from kickoff through closeout — all gates met.
| ID | Theme | Unlocked |
|---|---|---|
| M0–M1 | Architecture + skeleton | Compose stack, schema, FastAPI, n8n, health |
| M2–M3 | Core intelligence | Orchestrator/agents, RAG, primary integrations |
| M4–M5 | Reliability + HITL | Approvals, DLQ, audit, Phase 1 gate |
| M6–M7 | Depth + Phase 2 | Secondary channels/agents, Phase 2 regression |
| M8–M9 | Dashboard + scale | Ops UI RBAC, eval, observability, adapters |
| M10 | Closeout | Docs, UAT/smoke, KT pack, deliverables |
Proof
Verified on local Docker dry-run — no invented client metrics.
Phase gates
1–3 Passed
Documented in milestones closeout
Milestones
M0–M10
Complete
API
1.0.0
Procurement/finance platform
RBAC
403
Procurement role blocked from finance views
Stack
- FastAPI
- n8n
- Postgres
- Redis
- Qdrant
- OpenAI
- Odoo
- Caddy
- Prometheus / Grafana
Want a system like this?
We build production AI ops platforms — multi-agent orchestration, RAG, CRM, and reliable automation — not one-off chatbot demos.