Brian is the brain
for your businessfirmagencypracticeportfolioteamstudio

How it works

When this fires

A new bill PDF arrives in the Inbox, or an email with an attachment is forwarded to the AP address.

What it reads

The bill PDF, the supplier history, your chart of accounts, and any standing approval rules.

What it decides

Whether this is a known supplier, which account to post against, whether it sits inside the learned supplier baseline, and whether it needs human approval before posting.

What it produces

A posted bill in Xero, an updated supplier baseline, and a row in the audit trail.

What also happens

If a bill is more than 25 percent above the supplier baseline, an approval task is routed to you. Updates the rolling payables cashflow view.

Skills

• Bill processing & approval routingaction

  Classifies the document, extracts header and line items, posts to Xero against the right account, and routes to a human when approval rules apply.

• Supplier learningsummary

  Derives per-supplier baselines and spend trends from the AP history. Runs live on new bills and nightly for a full refresh.

• Payables cashflow analysisforecast

  Tracks average payment days per supplier and projects the rolling payables exposure across the next pay cycles.

Recent activity

• 2h agoPosted INV-9921Xero · account 412
• 2h agoDerived 171 baselines across 29 supplierssupplier learning
• 5h agoOpened approval task for INV-9930 (32% above baseline)Tasks