Document Classifier
The Document Classifier agent helps finance teams with routes invoices, contracts, and NDAs to workflows. It runs with EU AI Act–ready guardrails: your integrations stay connected, sensitive actions pause for human approval, and every output stays traceable for audit.
Capabilities
- Routes invoices, contracts, and NDAs to workflows
- Extracts metadata for search and retention
- Applies sensitivity labels
- Triggers downstream automations
How it works
Secure document intake
Invoices and contracts arrive via email, CLM, or ERP with encryption in transit.
Extract and reconcile
The Document Classifier agent structures data, matches POs, and flags exceptions for review.
Approve and post
Finance approvers release entries to ERP or BI with a full activity trail.
Required integrations & tools
Connects to: S3 / SharePoint, ERP, Ticketing.
Token estimate
Typical cost: ~5–11 tokens per run
Document Classifier running in the AgentWorks platform
1440 × 900pxRelated agents
More finance templates you can deploy the same way.
- Finance
Invoice Processor
Extract line items, match POs, and prep entries for approval.
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Expense Report
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Contract Reviewer
Flag risks, compare clauses, and surface what needs legal review.
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