Observer.AI: contract and invoice compliance, checked as documents arrive
Reconciling invoices against contracts by hand caused errors, compliance risk and revenue leakage. Observer.AI validates every contract and invoice against policy as it arrives — and the documents never leave the client's premises; only metadata and vectors do.
What stood in the way
Hidden non-compliance
Terms and formats deviating from regulation or internal guidelines, found only at audit.
Policy violations unnoticed
Nothing validating contracts or invoices against policy, GST, TDS, NDA clauses or vendor agreements.
Manual compliance checks
Legal, finance and audit teams reviewing lengthy documents by hand.
Disconnected repositories
Contracts and invoices stored apart from the policies that govern them.
Reactive compliance culture
Issues found after an audit or dispute, not at contract creation or invoice receipt.
No traceability
No record of which checks ran, when, or by whom.
From diagnosis to design
What we found
- Data scattered across the ERP, email and PDFs with no central view
- Finance and legal spending hours verifying invoice terms against contracts
- Inconsistent tax and regulatory compliance checks
What we did
- One repository for contracts and invoices
- AI extraction of terms, clauses and payment conditions
- An automated validation engine matching invoices to contract terms and policy
- Conversational AI to query risks and pending compliance in real time
How it is built
Ask it in plain language
The questions the team asks every day, answered from the documents themselves — with the source a click away.
Questions from the project brief; the answers shown are illustrative.
What the client gained
AI compliance engine
Every contract and invoice matched against compliance documents, checklists and policy rules.
Clause and line-item risk
Missing jurisdiction, wrong payment terms, wrong tax rate, missing PO — flagged in real time.
Multi-format intelligence
PDF, DOCX, Excel, scans and email attachments via OCR, NLP and tabular models.
Red / amber / green per document
Each document classified by compliance health, with an explanation and a fix.
Policy-aware automation
Upload SOPs and finance guidelines; every incoming document is validated against them.
Audit-ready logs
Every action, risk, query and resolution logged and exportable.
Technology
Tell us what you need to build, move or run.
An engineer reads every enquiry, not a sales script. We come back with an approach, a team and a plan you can hold us to.