Inquiry Resolution Agent

The work it takes off your plate

The Inquiry Resolution Agent addresses delays and inaccuracies in accounts payable inquiries, which can lead to financial discrepancies and strained vendor relationships. Manual handling of inquiries often results in errors and inefficiencies, consuming valuable time and resources.

How it works

The Inquiry Resolution Agent captures vendor and internal accounts payable questions from email, service portals, or finance work queues and classifies each inquiry by topic, urgency, supplier, and transaction. It retrieves invoice, purchase order, receipt, approval, payment, and exception records from connected finance systems, then reconstructs the transaction timeline and identifies the cause of the issue. The agent validates findings against payment policies and ownership rules, consults relevant departments when evidence is incomplete, and drafts a clear response with supporting details and next actions. It routes urgent or unresolved cases for review, records the resolution, and updates the inquiry log for auditability and future trend analysis.

1. Step 1: Identify Inquiry

   • Receive inquiry from vendor or internal team
   • Categorize the inquiry based on type
   • Prioritize based on urgency

   Result: Inquiry is clearly defined and prioritized for resolution.

2. Step 2: Investigate Issue

   • Access relevant accounts payable records
   • Analyze transaction history
   • Consult with necessary departments if needed

   Result: A comprehensive understanding of the inquiry is achieved.

3. Step 3: Provide Resolution

   • Draft a response addressing the inquiry
   • Communicate resolution to the inquirer
   • Document the resolution process for future reference

   Result: Inquiry is resolved promptly and documented for accountability.

Why use it

• Faster Resolution. Reduces response time by automatically gathering records and preparing a complete answer.
• Greater Accuracy. Reconciles invoice, purchase order, receipt, approval, and payment details before communicating status.
• Better Vendor Experience. Provides consistent, transparent explanations with expected next steps and payment dates.
• Stronger Controls. Documents evidence, ownership, decisions, and communications for audit and recurring issue analysis.