Enterprise use case · OpenAI + SAP + Microsoft 365
Invoice reading and controlled posting
Finance retypes inconsistent PDFs, scans and email invoices, then reconstructs how the values reached SAP. Incoming invoices become validated SAP posting proposals with unreadable fields and finance decisions kept visible.
Systems involved
What each system contributes
The model step runs against the AI provider you choose, including Anthropic, Google Gemini or a model you host yourself. Anything outside a pre-built action runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
Architecture
One governed run
How it starts: A supplier invoice arrives in the designated Microsoft 365 mailbox or is released by accounts payable for processing.
Step by step
How the process runs
- 01
Capture the submission
Microsoft 365 supplies the invoice message and attachments with their source references.
- 02
Read the invoice
The selected model extracts supplier, invoice number, dates, currency, amounts and line detail, linking values to source text and marking anything uncertain.
- 03
Validate the proposal
Rules check required fields, arithmetic, duplicate references and permitted SAP supplier and accounting mappings.
- 04
Review the exceptions
Accounts payable sees the document beside the proposed fields and resolves missing, conflicting or unreadable values.
- 05
Submit the approved version
A separate SAP step submits only the reviewed posting payload and records the destination response.
Control
Human decision and exception path
Human decision
The named finance approver accepts or corrects the posting proposal before any SAP document is posted. A material change after approval returns the proposal to validation and review.
Exception path
- Unreadable pages or missing invoice fields hold the document for manual completion rather than guessed values.
- Suspected duplicates and inconsistent totals route to accounts payable before posting.
- SAP rejections or uncertain submission outcomes are reconciled against destination references before another attempt.
Evidence
What gets audited
- Source email, attachment reference and permitted extraction context.
- Model output, instruction version and field-validation results.
- Finance corrections, approval identity and timestamp.
- Approved SAP payload, response and document reference.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Coupa-SAP integration
Integration pattern · Approved invoice data reaches SAP with matching, posting controls and status visibility.
- OpenAI connector
25 pre-built actions
- SAP connector
97 pre-built actions
- Microsoft 365 connector
45 pre-built actions
- Compliance evidence
Evidence produced by the work itself.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A supplier invoice arrives in the designated Microsoft 365 mailbox or is released by accounts payable for processing.
- What if a step is not covered by a pre-built action?
- The model step runs against the AI provider you choose, including Anthropic, Google Gemini or a model you host yourself. Anything outside a pre-built action runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
- What happens when the model misreads a supplier or amount?
- The proposed values remain separate from the approved payload; validation and finance review resolve the error before posting.
- Can invoice data stay inside our environment?
- Yes, with an appropriately hosted local model and permitted source connectivity; choosing an external model provider sends the selected content to that service.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.