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Jason_Lamon
Employee
Employee

For most organizations, the shift toward AI-driven operations is well underway, but nowhere is the need more urgent, or more achievable, than in Accounts Payable. Non‑PO invoice GL coding remains one of the most manual, slow, and error‑prone steps in the entire AP process, consuming 10–20 minutes per invoice and driving rework, exceptions, and approval delays.

Hyland Agentic GL Coding changes that. Built as an AI‑assisted capability within OnBase-based AP workflows, it delivers fast, accurate, explainable GL code recommendations the moment an invoice enters the workflow, reducing coding time from minutes to seconds and dramatically improving accuracy and consistency. 

This is practical AI for finance teams: controlled, governed, explainable, and immediately valuable.

What the solution is

Hyland Agentic GL Coding is an AI‑driven add‑on that analyzes historical invoice and coding patterns - by vendor, spend category, cost center, location, and approver - to recommend the top GL codes for each non‑PO invoice.
These recommendations appear directly in the OnBase coding form with rationale and confidence scoring, giving processors instant clarity and approvers “approval‑ready” invoices. 

The capability seamlessly writes validated codes back into your ERP, preserving existing financial controls, audit trails, and approvals. It supports leading ERP ecosystems including Workday, SAP, JD Edwards, PeopleSoft, and Infor.

AI provides top GL coding possibilities.png
Figure 1: AI provides top GL coding possibilities with confidence scores.

Why we built it

Manual non‑PO coding has long been one of the most expensive and inconsistent parts of AP operations. Teams rely on tribal knowledge, scattered lookup sources, and repetitive research across file shares and prior invoices, all of which slows processing and increases the risk of miscoding.

This AI-based solution helps to:

  • Remove manual research and lookups, replacing them with fast, explainable AI recommendations
  • Strengthen financial governance with human‑in‑the‑loop controls and confidence scoring
  • Reduce exceptions, rework, and month‑end delays stemming from inconsistent coding
  • Accelerate straight‑through processing and support modern AP automation strategies
  • Help organizations move beyond rigid rules engines and legacy tools that can’t scale

By training upfront on your historical data, the solution delivers high‑accuracy predictions from day one, avoiding the months‑long learning curves common with other AI systems.

Key customer benefits

  1. Processing time reduced from minutes to seconds
    AI‑driven recommendations appear instantly, cutting non‑PO processing from 10–20 minutes to a few seconds.
  2. Higher accuracy and consistency
    Explainable predictions with confidence scores reduce miscoding, exception queues, and approval loops.
  3. Immediate ROI through upfront learning
    Training occurs before go‑live, so finance teams see value on day one—not months later.
  4. Strengthened financial governance
    Reviewer thresholds, auditable overrides, and clear rationale support compliance and financial controls.
  5. Seamless fit within existing AP workflows
    No reimplementation or disruptive UI changes—Hyland Agentic GL Coding is native to your OnBase AP solution and writes validated codes back to your ERP.
  6. Broad ERP compatibility
    Supports major ERP platforms right out of the box—ideal for organizations with mixed environments.
  7. A faster path to AP modernization
    By eliminating one of AP’s most time‑consuming tasks, organizations reduce operational costs and accelerate straight‑through processing.

Apply selected coding.png
Figure 2: Apply selected coding, invoice data is submitted to ERP for payment.

A better day in the life for AP processors

Without Hyland Agentic GL Coding, processors jump between the invoice, the ERP, file shares, emails, and past invoices -often recoding after multiple approver corrections. With Agentic GL Coding, the system performs the research automatically, delivering the top GL code predictions with confidence, rationale, and full traceability.
Typical result: 4 steps instead of 9, and approvals in seconds.

The foundation for broader AI automation

Hyland Agentic GL Coding is part of Hyland’s expanding suite of AI‑enabled capabilities across capture, content, and process automation. By bringing AI into one of AP’s most repetitive tasks, organizations create a strong foundation for modern, data‑driven finance operations - not just for today’s invoices, but for future automation across the entire invoice lifecycle.

Additional resources

Learn more about how Hyland Agentic GL Coding can transform your AP operations.