Solutions by Business Challenge · Finance Operations
Resolve financial exceptions where they start.
An invoice arrives without a PO, a credit doesn't match the agreed terms, or a contract change never reaches billing. LevelOneAI connects each transaction to the business context behind it, so teams see what changed, why it matters, and resolve it.
LevelOneAI helps finance and the teams around it resolve each exception together, on one record.
Finance operations today
Your ERP records the transactions. The work they leave behind still lands on finance.
Financial exceptions rarely start in finance. Finance sees the discrepancy, but the evidence, the decisions and the people who can fix it sit in purchasing, sales, legal and operations.
The evidence sits outside finance
Proof of delivery, order changes, receipts and customer emails live with operations, sales and customer service.
Collectors chase the wrong person
A customer won't pay until someone else fixes a document, a price or a shipment.
Decisions are made without the full context
A negotiated discount, a changed payment term or a missing approval never reaches the people who bill, credit or pay.
The same exception comes back
Each one is handled on its own, so a non-PO invoice from the same vendor or an unapproved credit repeats month after month.
Recording a transaction isn't the same as resolving it.
Your ERP
LevelOneAI
Your ERP: Records an invoice
LevelOneAI: Connects it to the PO, the receipt and the vendor agreement, and flags missing authorization or what doesn't match.
Your ERP: Records a customer payment
LevelOneAI: Links a short-pay or deduction to the delivery, price or document that caused it.
Your ERP: Records a signed contract
LevelOneAI: Compares the final terms with the quote and approved pricing, and flags discounts or terms that changed along the way.
Your ERP: Records a credit
LevelOneAI: Checks it against the order, the final contract and earlier credits before it goes out.
Your ERP: Records a sale at special pricing
LevelOneAI: Matches it to the vendor agreement and finds rebate claims not yet filed.
LevelOneAI doesn't replace your ERP or your close process, and it doesn't post journal entries. It works on the exceptions around them, with a person approving every correction.
How LevelOneAI helps
One approach, applied to each financial exception.
- 1
Work
Each exception becomes one record: the invoice, credit or payment, the customer or vendor, and the order behind it.
- 2
Context
What doesn't match against the order, the final contract, the receipt or the delivery, with the evidence and what's missing.
- 3
Decision
The money at stake and who can fix the cause, with an owner and the right approver.
- 4
Action
The next step and follow-ups, tracked until it's paid, credited or corrected, with the cause recorded.
A person approves every credit, write-off, billing correction, dispute and payment release.
Start with one problem
Start with disputes and deductions. Extend to the next workflow.
LevelOneAI starts by helping finance teams resolve short-pays, deductions and payment holds. The same approach extends to rebates, contract terms, credits and supplier invoices, reusing the order, delivery and customer connections already in place.
- Start here
Order-to-Cash Disputes
Short-pays, deductions and payment holds linked to the delivery, price or document that caused them, and to the team that can fix it.
See the demo - Extend to
Price Variance & Rebates
Sales at special pricing matched to vendor agreements, with unclaimed and underpaid rebate claims found and filed.
See the workflow - Also in scope
Contract-to-Billing & Credit Validation
Quotes, final contracts and approved pricing compared with invoices, credits and rebills, so unapproved discounts, changed terms and credits that don't match the agreement are caught before they go out.
- Also in scope
AP Invoice Exceptions
Invoices without a PO or authorization, price and quantity mismatches and recurring vendor discrepancies, connected to the PO, receipt and vendor agreement and resolved with the right owner.
Start with the financial exception that costs you most.
We'll walk through it on your own workflow, with your systems.