New Improvement

Banner Invoice Approval Bot

What is it?

For teams approving invoices in Banner, on every invoice submitted, Banner’s AI looks at the Invoice PDF and compares it against the data input into Banner. It looks at

• Invoice Number
• Building Name
• Contractor Name
• Total Amount

How does it appear?

Currently the bot will post a comment to the invoice approval page with its initial analysis

How should this information be used?

We have an AI double check these fields so that approvers can easily highlight items they want to look into.

This will ensure that invoice documents align with the data submitted in Banner and any discrepancies are quickly found.

Does the Bot approve/reject invoices?

The bot only submits a comment. It does not modify the approval in any other way. It’s purely informational.

If we want to add extra fields to this, how do we let you know?

Email ai@withbanner.com with requests for additional fields.