Cortado managed workflows
Invoice Review
Turn entered invoice and PO evidence into a reconciled review packet with a clear hold or handoff.
Managed delivery · fixed recipe v1What you receive
- Trigger
- Authorized invoice text and vendor/PO check evidence are ready for review.
- Inputs we need
- Stable vendor/invoice references, 1–20 whole-quantity lines, amounts, matching USD PO, vendor check and bank-change status.
- Delivered work
- Reconciliation flags, exact reviewer decision, downloadable packet, manual accounting-review handoff evidence and retained source corrections.
- Measurement
- Invoices reviewed → holds resolved → handoffs evidenced → reviewer acceptance; measure actual review time separately.
- Outside this scope
- OCR, fractional quantities, multi-currency, non-PO invoices, tax advice, bank numbers, accounting writes and payment authorization.
Proposed pilot: $750 / 30 days / up to 25 cases. Named operator and reviewer required before service starts. Meeting Actions and Client Onboarding create tasks inside Cortado; follow-up messages are delivered by your operator through the approved channel.
Request this pilot Open operator workflow
Prepare your setup brief
Five fields. No open-ended “tell us what to build.” Download the result and bring it to your kickoff. Nothing is submitted or emailed from this form.