Read the AI Summary panel
The AI Summary panel is a structured, plain-language briefing the agent writes for every invoice. It sits as an always-visible purple panel at the top of the right side of the invoice detail page and gives you the context to review faster.
What the summary covers
The summary is organized into three sections.
Vendor context
What the agent knows about this vendor, pulled from your vendor record and prior invoices. Payment terms, typical invoice size, frequency, and any coding conventions you have established. Useful for spotting "this invoice does not look like a typical Vendor A invoice."
This invoice
A one-paragraph description of what the invoice is for, in plain language. For example: "Monthly IT support services for January 2026, including 14 hours of incident response and the standard managed services retainer."
Issues
Any flags the agent noticed while extracting or validating. Examples:
- Line items that do not match the PO.
- Unusual amounts compared to prior invoices from this vendor.
- Missing fields that affect downstream processing.
- A likely duplicate of an earlier invoice.
If there are no issues, the section says so.
Severity tags on Issue items
Each issue is color-coded by severity so you can scan severity at a glance:
- Red — errors. The agent is confident this is a problem (vendor mismatch, bank-detail anomaly, missing required field).
- Yellow — warnings. Worth a second look (unusual amount, line total doesn't match header total).
- Blue — informational. Context that may matter but isn't an issue on its own (first-time vendor, unusual payment terms compared to history).
Where to find it
On the invoice detail page, the AI Summary is a purple panel always visible in the right side, above the Invoice Header. When validation rules fire, a Validation Failed panel appears above the AI Summary; otherwise the AI Summary sits at the top. You don't need to open a tab to see it. You can expand or collapse the panel while reviewing the rest of the invoice; your expansion preference is saved to your profile.
How to use the summary during review
Use the AI Summary as the starting point for review, not as a replacement for reading the invoice.
- Read the summary first to get oriented.
- Compare what the summary says to what you see on the original document.
- Focus your review on fields the summary calls out as unusual or flagged.
- If the summary contradicts the document, trust the document and correct the underlying field. The agent improves next time.
If you disagree with the summary often for a particular vendor, add a note about that vendor to your Agent instructions. The agent will factor your guidance into future summaries.
When to trust the summary
The summary is generated from the same extracted data you are reviewing. It is accurate when the extraction is accurate. If the agent got the vendor wrong, every line of the summary downstream of that error is also wrong. Always confirm the vendor and top-line totals first.