A mandate, a score, a record, and a person who answers for it
One method for every transactional job in finance. Accounts payable is the worked example on this page, because it is where every client starts.
The mandate
A signed page that says what the agent may do, what must stop and who is told.
The score
A confidence score on every decision. Below your threshold, a person decides.
The record
A tamper-evident, append-only audit trail that explains each decision, not only stores it.
The named owner
A person at Mandate who answers for the result and measures it every month against your own postings.
One supplier invoice, start to finish
Read
The invoice arrives at your AP mailbox and is read in full, line by line.
Match
Supplier, history and duplicates are checked against your ledger.
Code
Account, project and dimensions are chosen, with the reason.
Score
The decision is scored and routed: approve, flag or stop.
Draft
Once you instruct it in writing, a draft entry is prepared behind your approval gates.
A person decides
Stopped invoices come to your team with what the agent could not establish.
Approve and post
Your team approves and posts. Nothing reaches the ledger without them.
The score, and what happens at each level
Five factors make up the score. The starting threshold is 85. You can change it by email, and the change is recorded.
One page that says what the agent may do
It is yours to set and it is versioned. When an auditor asks who allowed a decision, the answer is a signed page with a date on it, not a setting somebody changed.
Autonomy is earned, not assumed
Shadow
The agent decides alongside your team and writes nothing.
The 60-Day Proof runs hereDraft
On your written instruction, the agent prepares draft entries. Your team still approves every one.
Threshold
Above a score you set, decisions go through. Everything else comes to a person.
What it reads
- Supplier invoices arriving at your AP mailbox
- Your chart of accounts, suppliers and dimensions
- Posting history, to learn how your firm codes
What it never does
- Write to your ledger during the Proof
- Decide when it is below your threshold
- Act outside the mandate you signed