Welcome to Mod AI
Mod AI is an AI-powered accounts payable platform built around a custom agent, not OCR. It sits between your AP inbox and your ERP and runs the whole invoice workflow automatically.
How Mod AI is different
A few things that set the platform apart from traditional AP automation:
- A custom agent, not OCR. Most AP tools layer on top of off-the-shelf OCR. Mod AI is built around a custom agent that reads the document, understands it as an invoice, and reasons about the data the way a person would.
- End-to-end, between your AP inbox and your ERP. The agent monitors your AP inbox, reads incoming emails and attachments, runs validation and fraud checks, and posts approved invoices to your ERP. No manual forwarding step in between.
- Every document type, every quality level. PDFs, images, Word documents, and spreadsheets (CSV, XLSX). Multi-language documents. Low-quality scans, angled phone photos, and poor lighting all extract cleanly.
- Line-level four-way matching. The system reconciles invoice, PO, receipt, and item-master data at the line item level, not just at the invoice header.
- Configurable coding dimensions. Whatever dimension structure your ERP exposes (cost center, department, project, location, class) flows through automatically and is available for coding.
- A trainable agent. You write Agent instructions in plain language. The agent applies them on every future invoice.
- Copilot for natural-language edits. Type a change ("recode all line items to 5200, set Department to Marketing") and the agent generates a diff for you to accept or reject. See Copilot.
- Learning that carries over. Every correction you make on an invoice improves future extractions for that vendor. The system gets more accurate the more you use it.
How an invoice flows through
- Invoices arrive over email forwarding (the agent monitors your AP inbox automatically) or manual upload.
- The agent extracts the invoice data: vendor, invoice number, dates, line items, GL codes, and dimensions.
- Mod AI matches each invoice against your purchase orders and receipts at the line level.
- Validation rules and integration-specific hooks run on every invoice and surface any blocking issues, including duplicates and fraud signals.
- Approval policies route the invoice to the right people based on amount, vendor, or department.
- Approved invoices sync to your ERP automatically.
Who it is for
Mod AI is built for AP teams of any size. The persona guides below cover the daily workflow for each role.
- AP Clerks. The people who upload, review, and edit invoices day to day.
- AP Managers. Oversee processing, configure agents and policies, manage the team.
- Approvers. Review and approve or reject invoices routed to them.
- Controllers and Finance Managers. Need visibility into AP spend, processing metrics, and audit trails.
- CFOs. Strategic oversight of AP across entities.
- Auditors. Read-only access to review transactions and history.
What the platform handles
| Capability | What it does |
|---|---|
| AP inbox monitoring | Reads your AP inbox automatically, classifies incoming attachments as invoices or non-invoices, runs fraud checks on senders. |
| Document extraction | Reads PDFs, images, Word docs, and spreadsheets in any language and any quality level. |
| Vendor management | Track vendors, match incoming invoices, manage vendor details. |
| Four-way matching | Reconcile invoice, PO, receipt, and item-master data at the line level. |
| Approvals | Route invoices for approval based on customizable policies. |
| Validation | Block bad invoices before they reach approval, with overridable rules. |
| Agents | Customize how the agent extracts and codes invoices for your company. Instructions are remembered and applied to every future invoice. |
| Copilot | Edit invoices in natural language with a diff view and undo. |
| Learning | Every correction trains the agent for that vendor. Accuracy improves over time without configuration. |
| ERP sync | Push approved invoices to NetSuite, QuickBooks, SAP, and others. |
How this help center is organized
The sidebar groups articles by feature area, in the same order as the in-app navigation:
- Getting Started. Log in, accept invitations, learn the interface, understand your role.
- Dashboard & Reporting. Metrics, charts, and AI-generated insights.
- Invoices. Upload, review, edit, and process invoices.
- Purchase Orders. Browse synced POs and matching status.
- Receipts. Browse goods receipts.
- Vendors. Manage vendors and matching.
- Fields. Chart of accounts and dimension values.
- People. Employee records and groups.
- Approvals. Set up and run approval policies.
- Agents. Customize how the AI agent processes invoices for your company.
- Copilot. Correct invoices using natural language.
- Validation. Rules, hooks, and the notices that surface their results.
- Integrations & ERP. How Mod AI connects to your accounting system.
- Account & Settings. Profile, organization, and entity configuration.
- Security. How your data is protected.
- FAQ. Quick answers.
Use the search bar at the top of every page to find a specific term.
Where to go next
- New to Mod AI? Start with Logging In.
- Just received an invitation? See Accepting an Invitation.
- Already logged in? Read Navigating the Dashboard.
- Want to understand permissions? Read User Roles.
Contact support
If you cannot find what you need here, email support@usemod.ai.