- Invoice capture, expense claims and reconciliations are the quickest finance wins.
- AI reads and matches; people approve and handle exceptions.
- Keep an audit trail of what the AI extracted and who approved it.
Finance teams in Hong Kong and Taiwan spend many hours on work that is repetitive and rules-based: keying in invoices, checking receipts, matching payments, preparing the same reports each month. These are ideal processes for AI.
Accounts payable
AI reads supplier invoices from email or scans, extracts supplier, amount, date and line items, matches them to purchase orders and goods received, and sends exceptions to a person. Clean invoices go straight to approval.
Expense claims
Staff photograph receipts; AI extracts the details, checks them against policy limits and categories, and flags duplicates or missing information before a manager sees the claim.
Reconciliations
AI matches bank statement lines to ledger entries and suggests matches for the ones that do not fit exactly, so staff only review the exceptions.
Month-end reporting
AI drafts management commentary from the numbers, prepares variance explanations for review and assembles the standard pack, saving days at month-end.
Controls to keep
- Human approval for payments and journal entries.
- An audit trail showing source documents, extracted data and approvers.
- Regular sampling of AI-processed items for accuracy.
- Access limited to the data each workflow needs.
Who to involve
Finance automation works best when an implementation specialist works side by side with the financial controller, so the workflow respects existing controls from the start.
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