Audit-Ready Accounting Operations
Arrow AIM automates the document-heavy accounting work — invoice compliance, three-way matching, reconciliation, billing review — with a human approving every decision and a complete audit trail produced as the work happens.
The Manual Tax on Your Accounting Function
The work is document-heavy, judgment-heavy, and deadline-driven — and most of it is still done by hand
Cycle to assemble one compliant invoice or grant request package by hand
Manual bill review against guidelines that live in reviewers' heads
Invoice-to-PO-to-receipt matching across disconnected systems
Reconciliation crunch — exceptions investigated weeks after the fact
Evidence reconstructed retroactively from spreadsheets and email threads
Whether you're a finance company answering to regulators or the finance and accounting function inside a growing SME, the pattern is the same: invoices, contracts, statements, and pre-bills pile up faster than careful review scales — and the audit trail gets assembled after the fact instead of as you work. Adding headcount alone won't solve it.
Pre-Built Accounting Workflows, Ready to Deploy
Arrow AIM ships with workflows purpose-built for accounting operations — configure them for your business in days, not months
Featured Accounting Workflows
Built on the same document-aware engine that powers our compliance workflows for lenders
Capital Request Packaging, Documentation, and Reporting
The Pain
Assembling a capital request means chasing every capital call's invoice, contract, deliverable proof, and insurance certificate, checking each against program rules, and building the submission package by hand — a multi-hour cycle per batch, repeated monthly, where one expired certificate or floor-date violation can bounce the whole request.
AIM Solution
AIM checks the capital provider's requirements first, then processes capital requests/vendors in parallel: retrieves documents, classifies each PDF, and extracts structured metadata — invoice totals, contract balances, insurance expiration dates. Compliance runs in two tiers: deterministic code handles date math and presence checks (insurance currency, floor-date violations, invoice-vs-contract balance, conditional exhibits) while focused AI judges evaluate coverage match and line-item reimbursability. The reviewer gets a synthesized issues list with suggested actions and approves, overrides, contacts the vendor, or rejects with one click. On approval, AIM generates the required exhibits from templates, uploads them to a timestamped folder, and emails the administrator a ready-to-forward package.
Three-Way Purchase Order (PO) / Invoice Matching with Exception Routing
The Pain
Matching invoice lines against purchase orders and proof of delivery is still done by eye across systems. Tolerance calls are inconsistent between reviewers, contract balances are checked from stale spreadsheets, and every invoice gets the same scrutiny whether it's clean or not.
AIM Solution
AIM extracts line items from each invoice and matches them three ways — against PO terms and against receiving or deliverable proof. The deterministic tier does the math: totals, quantity × price, tolerance thresholds, and remaining contract balance. AI judges handle the interpretive calls, like whether a line description actually matches the PO's scope. Clean invoices flow straight through to approval; only exceptions are routed to a reviewer, arriving with the full document context attached.
Continuous Account Reconciliation
The Pain
Reconciliation happens in a month-end crunch: bank and processor statements against the ledger, weeks after the transactions. Unmatched items are investigated cold, adjustments lack a paper trail, and audit prep means reconstructing decisions from spreadsheets and email.
AIM Solution
AIM ingests bank and processor statements alongside the GL export and matches transactions deterministically first. The unmatched tail goes to AI classification — timing difference, posting error, or missing entry — with a suggested disposition for each. A reviewer approves adjustments from a single queue, and every match, classification, and override is logged, so the reconciliation evidence exists the moment the books close.
Professional Services Billing Validation
The Pain
Reviewing services bills against client-specific billing guidelines — rates, staffing rules, task descriptions — is line-by-line work that lives in reviewers' heads. Non-compliant entries like rate violations, block-billed time, vague descriptions, and duplicate charges slip through, and enforcement drifts across reviewers and months.
AIM Solution
AIM ingests pre-bill or invoice PDFs (legal pre-bills, consulting invoices, agency bills), extracts and structures every line entry, then validates charges against your client-specific billing guidelines and engagement context. AI-driven review flags non-compliant entries — rate violations, block-billed time, vague descriptions, duplicate charges — and enriches each finding with the underlying time-entry detail, so reviewers see exactly what's wrong and why. The result is a review-ready package with actionable findings that feeds directly into approval, write-off, and dispute workflows.
How AIM Validates: Two Tiers Plus a Human
Every accounting workflow above runs on the same validation machine — the right tool for each kind of check
Deterministic Checks
Plain code handles what code does best: date math, document presence, insurance currency, invoice-vs-contract balances, quantity × price, tolerance thresholds. Same input, same answer, every time.
Focused AI Judges
Narrow AI evaluators handle the interpretive calls — does the coverage match, is this line reimbursable, does the description fit the engagement. Each judge answers one question and shows its reasoning.
Human Decision
Findings arrive as a reviewer-facing issues list with suggested actions. Approve, override, contact the vendor, or reject — one click, and the decision joins the audit trail with everything that led to it.
The audit trail isn't a report generated later — it's the by-product of every check, judgment, and approval, logged as it happens.
Expected Business Impact
Measured on deployed workflows where noted; projected elsewhere
Built for Your Finance Function
Finance companies and the finance & accounting desk inside growing organizations
Frequently Asked Questions
Straight answers about audit-ready accounting automation
What is audit-ready accounts payable automation?
AP automation where the audit trail is produced by the workflow itself, not assembled afterward. In Arrow AIM, every document ingestion, extraction, validation check, AI judgment, and human approval is logged as it happens — so when an auditor asks why an invoice was paid or a charge was written off, the evidence already exists as a structured record instead of being reconstructed from spreadsheets and email.
How does automated three-way matching work in Arrow AIM?
AIM extracts line items from each invoice and matches them against purchase order terms and receiving or deliverable proof. Deterministic code handles the math — totals, quantity times price, tolerance thresholds, remaining contract balance — while focused AI judges evaluate interpretive questions like whether a line description matches the PO's scope. Clean invoices flow straight to approval; exceptions are routed to a reviewer with the full document context attached.
Can AIM enforce client-specific or program-specific billing rules?
Yes — that's the core design. Billing guidelines are configured per client, engagement, or grant program, and every line entry is validated against them: rates, staffing rules, block-billing, description quality, duplicate charges, reimbursability. Because guidelines are configuration rather than code, your team updates them directly when terms change.
Does Arrow AIM replace our accounting system or ERP?
No. AIM sits on top of your system of record — QuickBooks, NetSuite, or your ERP — and your document stores. It handles the document-heavy validation and review work before data enters the accounting system, then hands off approved results with the audit trail attached.
How is this different from OCR-based AP tools?
Template OCR extracts fields from an invoice. AIM is document-aware: it reads the invoice and the contract, PO, deliverable proof, and insurance certificate around it, then judges the content — is the insurance current, does the charge fit the engagement, is this line reimbursable under the program. Validation runs in two tiers, deterministic code plus focused AI judges, with a human approving every consequential decision.
How quickly can an accounting workflow go live?
Days, not months. AIM workflows are configured from pre-built components rather than custom-coded, so a pilot typically starts with one workflow — a billing review, a monthly invoice batch, one reconciliation — and goes live within days of scoping it.
See AIM Automate Your Accounting Workflows
Book a 30-minute demo tailored to your operation. We'll walk through a live workflow — a billing review, an invoice batch, or a reconciliation — relevant to your finance function.