Invoice Processing

Architecture (Smart Lean Pipeline)

6-stage state machine: UPLOADED → AI_PROCESSING → PENDING_REVIEW → APPROVED → SCHEDULED → PAID

Key Capabilities

• PDF upload + wiki/entities/llamaparse extraction
• wiki/entities/openrouter LLM for structured field extraction (Gemini 2.0 Flash, ~$0.0004/invoice)
• Automatic WO matching by vendor + date + amount
• Price anomaly detection (>10% deviation)
• GL code auto-assignment
• PM review with AI confidence indicators
• 4 acceptance criteria

Current State (2026-04-06)

• Layout built: PDF/upload LEFT panel, details RIGHT panel
• 2,143 invoices + 5,765 line items seeded in DB
• PDFs stored at backend/media/invoices/
• PDF viewer fixed to consistent 500px height
• Remaining: Playwright tests

Accounting Export Integrations (2026-04-06)

When an invoice is approved, 6 export buttons appear in the action bar:

• Yardi Voyager, QuickBooks, Xero, Sage Intacct, Zoho Books — each opens a modal explaining what the live integration does, with a demo-mode disclaimer
• CSV Export — functional, downloads invoice + line items as .csv

Modal messaging is prospect-friendly: "In the live version, UnitCycle connects directly to {System}..." with system-specific feature bullets.

Schedule Payment Modal (Option C Hybrid) (2026-04-06)

Replaced instant 1-click scheduling with a proper modal:

• Date picker pre-filled with invoice due date
• Payment method toggle (ACH / Check / Wire)
• Demo banner: "In demo mode, this schedules internally. In production, triggers real bank payment."
• New DB fields: scheduled_payment_date, payment_method on Invoice model
• After scheduling, detail page shows blue badge with date + method

Payment Calendar Page (2026-04-06)

New /payments route — wiki/concepts/payment-calendar:

• KPI cards, tabbed list, mini calendar sidebar, cash flow chart
• Interactive: click calendar days to filter, click KPI cards to switch tabs
• "Today" button in header for quick navigation

Design Research

Analyzed 40+ fintech products (Ramp, Brex, Mercury, Tipalti, Stampli, Rossum) for invoice UI patterns. Key findings: split-panel layout, AI confidence badges, inline field editing.

Sources

• raw/articles/ai-technical-spec.html — full spec with acceptance criteria
• raw/plans/invoice-processing-plan — Smart Lean implementation plan
• raw/plans/invoice-design-research — UI research across 40+ fintech products
• raw/plans/openrouter-llm-research — LLM model selection and cost analysis

Related

• wiki/concepts/ai-roadmap — Phase 3, currently active
• wiki/concepts/payment-calendar — Payment Schedule page built from invoice data
• wiki/entities/llamaparse — PDF extraction tool
• wiki/entities/openrouter — LLM API gateway
• wiki/concepts/tech-stack — infrastructure
• wiki/entities/unitcycle — the platform

Detailed Spec

Full technical specification with models, endpoints, acceptance criteria: → wiki/specs/features/f3.2-invoice-processing