InvoiceHarbor reads your invoices, classifies every receivable from verified records, untangles disputes, and drafts the right reminder — then waits for your team to approve it.
Step through how InvoiceHarbor handles a real-world case: a distributor invoice that is 38 days overdue and partially disputed.
AI does the reading, summarising and drafting. Your recorded invoice and payment data decides every number.
Pull invoice numbers, customers, dates, terms, amounts and line items from supported documents — with confidence scores and arithmetic checks before anything becomes a record.
Every invoice is classified as current, overdue, disputed, awaiting information, or requiring review — with the reasons written out, using verified invoice and payment records.
Summarise long correspondence threads, surface unanswered questions, list missing evidence, and recommend next steps for each dispute.
Rank the queue using transparent factors — days overdue, balance, dispute status, broken promises, and your own business rules. Adjust weights, see the queue re-rank.
Professional, context-aware reminders that acknowledge disputes, thank partial payers, and escalate tone appropriately — validated against recorded amounts and held for approval.
Outstanding balances, aging, dispute patterns and follow-up activity — with an executive summary where every figure is computed, not generated.
InvoiceHarbor is designed so that a model can never be the reason a balance is wrong or a message is sent.
Tenant-isolated, encrypted at rest and in transit, and designed for least-privilege access.
Illustrative pricing for this demonstration.
We’ll walk through extraction, dispute intelligence and the approval workflow using fictional sample data — no need to share financial records.
Prefer to explore first? Open the demo workspace — it runs entirely on fictional data.
No. Every reminder is a draft until a named team member approves it, and sensitive collection messages (dispute-related, firm or escalated) need an extra acknowledgement. Even after approval, your staff send the message from their own mailbox and record it as sent. Automatic sending is locked off.
No. Balances are always computed as recorded invoice totals minus verified payments. An invoice becomes paid only when bank-verified payments cover it. Remittance advice or a customer’s “we paid” email is recorded as an unconfirmed claim and does not reduce the balance.
Each draft is generated from a list of permitted figures tied to their source records. Before approval, every dollar amount in the message is checked against that list; anything that doesn’t match blocks approval.
Verified payment information comes from confirmed bank records. Estimated timing is a projection based on a customer’s verified history, always labelled as an estimate and shown separately. Disputed invoices get no estimate at all.
Supported PDF and image invoices processed by Amazon Textract AnalyzeExpense. Extracted fields carry confidence scores and are checked arithmetically; low-confidence or inconsistent results are routed to human review instead of becoming records automatically.
No. Amazon Bedrock does not use customer prompts or outputs to train foundation models, and InvoiceHarbor does not either. Documents and records stay encrypted in your tenant.
HubSpot manages prospects, demo bookings, onboarding and the sales pipeline. Financial records stay in InvoiceHarbor. Any synchronization is limited to non-financial fields and only when an authorized integration explicitly requires it.
No. InvoiceHarbor coordinates receivables; it has no capability to initiate payments, move money, or store payment credentials.
InvoiceHarbor