Workshop

Get Your Own AI Invoice-Processing Agent

Abhijit Patharkar

Founding Engineer @ Nexlytix

Parineeta Padgilwar

Tech Leader, ex-Gap & JCPenney

Automate 90% of Invoice Work with Your Own AI Agent

If your or your team still processes every vendor invoice manually, checking the invoice number, PO, and reconcile, you already know the cost in hours. This workshop is built for exactly this purpose: cut invoice processing time, and do it without adding a recurring SaaS subscription to your budget.

Off-the-shelf invoice tools charge per invoice or per seat, indefinitely. This workshop takes the opposite path: you leave owning a real, working AI agent that reads, extracts, and reconcile invoices across vendors, so your ongoing cost is almost nothing.

You'll learn how to run it day to day, onboard new vendors yourself, and connect its output to the tools you already use. It's designed for finance and ops leaders who need to see the time and cost impact directly, and technical builders as well.

What you’ll learn

You will leave knowing how an AI invoice agent thinks, run it day-to-day, onboard new vendors, and extend it for your own systems.

  • Walk through the invoice extraction steps.

  • See live demos of a clean invoice, and a messy scan.

  • Identify the confidence of the agent.

  • Triaging invoices depending on confidence of the extracted data.

  • Human in the loop approach.

  • Work through a real use case as a group.

  • Use the schema bootstrapper to register a new vendor.

  • Learn the review-and-approve step that keeps a bad draft from ever reaching production.

  • Onboard a vendor live during the workshop.

  • Configure the built-in Slack integrations, along the acknowledge action.

  • See where to plug in a custom integration for your legacy systems.

  • Learn how invoices get read and mapped into the agent.

Workshop agenda

  • The Pain of Manual Invoice Processing

    Meet the group, agree on outcomes, and walk through the real cost of processing invoices manually.

  • How the Agent Reads an Invoice: The Extraction Process

    All the invoice reading steps explained with fallbacks, plus the quality gates and confidence scores.

  • Live Demo: A Clean Invoice and a Messy Scan

    Watch the agent handle different invoices (clean, scanned, or neither) and see exactly where and how each invoice in processed.

  • Triage the invoices based on the outcomes

    Triage invoices into multiple categories depending on the outcome, and learn when to act as a human in the loop.

  • Onboarding a New Vendor Invoice, Live

    Upload a new vendor invoice, and walk through the review-and-approve steps.

  • Connecting the Agent to Your Tools

    Configure the integrations, and the acknowledge action, and see where a custom integration plugs in.

Learn directly from Abhijit & Parineeta

Abhijit Patharkar

Abhijit Patharkar

Contact

Founding Engineer @ Nexlytix, Ex-Staff Engineer @VMware

Parineeta Padgilwar

Parineeta Padgilwar

Contact

Tech Leader, ex-Gap, JCPenney & Kohl’s

See all products from Nexlytix

Who this workshop is for

  • AP / finance ops leads who want to see exactly what an AI agent changes for their team.

  • Developers and technical builders who'll extend, customize, and maintain the agent.

  • AI/automation consultants who want a repeatable, working pattern for document-processing agents to bring to their own clients.

Prerequisites

  • An AWS account or access to one (Optional)

    The agent persists data to an AWS database. You will need an account to deploy persist your data.

  • API access to an LLM provider (Anthropic or OpenAI)

    Bring an API key (Anthropic or OpenAI) to use during the workshop. We will help you generate one in case you don't have one.

  • One sample invoice (Optional)

    You'll onboard a real vendor live using the schema bootstrapper. Bring one representative invoice (PDF) from them.

What's included

Live sessions

Learn directly from Abhijit Patharkar & Parineeta Padgilwar in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Maven Guarantee

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Frequently asked questions

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Reimbursement

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Team discount

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Private cohort

Run a cohort for your org

A dedicated cohort with a custom schedule and curriculum, tailored to your team.

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$399

USD

Oct 13
·

1–4:30pm EDT

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