An AI service receipt agent collects evidence of service delivery, such as timesheets, completion reports, statements of work milestones and supplier messages, and links it to the PO.
Collects timesheets, reports and sign-off emails.
Ties the evidence to the service order and milestone.
Proposes what was delivered for the period.
The person who owns the service accepts or queries it.
Accepted service is recorded against the PO.
It prepares a service receipt for the budget owner that states the work claimed, the amount it relates to and what remains on the order.
It asks for missing evidence and then waits for the owner to confirm. Only the person who knows the work was done can approve the receipt.
Services leave no delivery note, so confirmation depends on a busy person remembering to say the work was completed.
Nothing arrives at a dock to trigger a receipt.
Confirmation sits with a business owner outside procurement.
It is unclear what counts as done.
Suppliers invoice on schedule rather than delivery.
Monthly invoices are paid on habit.
Finds PO lines for services and the milestones, rates or periods that define completion.
Gathers timesheets, reports, tickets and supplier statements that relate to the line.
Checks the claimed work against the agreed scope, rate and any cap on the PO.
Writes a short summary for the budget owner with the evidence attached and what remains unbilled.
Reminds the owner and records their answer when they confirm, amend or reject the receipt.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Evidence | Proof of work sits in emails, tickets and reports. | Evidence is gathered and attached to the proposed receipt. |
| Who confirms | AP asks around to find who can vouch for the work. | The named service owner receives the confirmation request. |
| Milestones | Partial completion is described in free text. | Receipts are proposed per milestone or period. |
| Timing | Service receipts arrive after the invoice. | Requests go out when the period or milestone ends. |
| Disputes | Whether the work was done is argued after payment. | Acceptance and its date are recorded before billing. |
| If | Then | Who decides |
|---|---|---|
| Milestone end date has passed and no confirmation exists | Sends the owner a draft receipt to accept or query | Budget owner |
| Timesheet hours exceed those expected on the order | Flags the difference for the owner | Budget owner and buyer |
| Service period ends with no activity evidence | Asks the owner whether work was done | Budget owner |
| Owner rejects part of the work | Records the reason and holds the related invoice lines | Buyer and AP lead |
| Evidence comes from a person not named on the order | Flags it and asks the owner to confirm | Budget owner |
| Recurring service has no change from the prior period | Proposes the same receipt for a quick confirm | Budget owner |
The agent cannot see it, so it asks the owner to confirm in the record. The owner supplies the acceptance.
The draft splits the receipt by period for the owner to approve. Finance decides the period treatment.
The agent proposes a receipt on the agreed period and lists what evidence exists. The owner decides if it is enough.
The request moves to a named delegate. The procurement manager assigns one if none exists.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Begin with steady monthly services where evidence is predictable.
Move to project services once owners trust the drafts.
Name a stand-in for each owner so requests do not stall.
Show services awaiting confirmation to procurement and finance.
A high rate means owners confirm work promptly. A low rate often explains invoices stuck waiting for approval.
Quick answers to what people ask most about service receipt.
Book a demoIt is the confirmation that a purchased service was performed, recorded against the PO by someone who can verify it, serving the same role for services that a goods receipt serves for physical items.
A goods receipt records physical items arriving. A service receipt records work performed, and the evidence is reports, time records or owner confirmation rather than a delivery note.
Anything linked to the order: timesheets, reports, milestone documents, tickets and supplier messages. It presents the evidence, and the owner decides if it is enough.
No. It prepares it and requests confirmation. The budget owner confirms, amends or rejects.
What is a goods receipt?
→What is receipt matching?
→What is shipment tracking?
→What is a receiving discrepancy?
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
