Invoice processing agent

Max two line headline here

Upload a batch of purchase invoices. The agent extracts, classifies, determines VAT treatment, and maps to your GL accounts — you just review and post.

Tasks
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Process purchase invoices — March 2026 · Iter8 OÜ
Stop
Plan
Process purchase invoicesLatest version: 2 Apr 2026, 09:51
Extraction & validation
39 files read
Vendor resolution
47 matched
VAT determination
34 auto-classified
GL account mapping
History + rules
Duplicate check
2 skipped
Review & corrections
2 confirmed
Post to Merit Aktiva
Starting…
Post to Merit Aktiva
AGENT · 9 Apr 2026, 14:37
✓ Plan approved
37 invoices confirmed. Starting batch post to Merit Aktiva — Iter8 OÜ. I'll stream progress as each invoice is posted.
merit_post_invoiceTelia Eesti AS · €89.00✓ OA-2031
merit_post_invoiceAnthropic PBC · $120.00✓ OA-2032
merit_post_invoiceAWS EMEA SARL · €312.50✓ OA-2033
Posting remaining 34 invoices…
✓ Batch complete
All 37 invoices posted. Total €18,420.00. Merit invoice numbers written to comment fields. 0 errors.
⚑ One note
Wolt classified as business meal (acc. 5400). If staff event, should be acc. 5510 + fringe benefit tax — worth confirming for next month.
Noted, keep 5400Add reminder
Ask a question or give instructions…
∞ Agent
🔒 merit.aktiva.ee / purchases
Iter8 OÜ · EE102470897
Batch posted successfully
March 2026 · All reasoning saved to Comment fields
€18,420
total posted
Vendor
Amount
VAT
Invoice #
+ 27 more invoices posted
KMD RETURN IMPACT
€4,812.40 deductible input VAT
Ready to submit
Process purchase invoices — March 2026 · Iter8 OÜ
Stop
Plan
Agent
Merit
Plan
Process purchase invoicesLatest version: 2 Apr 2026, 09:51
Extraction & validation
39 files read
Vendor resolution
47 matched
VAT determination
34 auto-classified
GL account mapping
History + rules
Duplicate check
2 skipped
Review & corrections
2 confirmed
Post to Merit Aktiva
37 / 37 ✓
Post to Merit Aktiva
AGENT · 9 Apr 2026, 14:37
✓ Plan approved
37 invoices confirmed. Starting batch post to Merit Aktiva — Iter8 OÜ. Streaming progress as each invoice is posted.
merit_post_invoiceTelia Eesti AS · €89.00✓ OA-2031
merit_post_invoiceAnthropic PBC · $120.00✓ OA-2032
merit_post_invoiceAWS EMEA SARL · €312.50✓ OA-2033
✓ Batch complete
All 37 invoices posted. Total €18,420.00. 0 errors.
⚑ One note
Wolt classified as business meal (acc. 5400). If staff event, should be acc. 5510 + fringe benefit tax — worth confirming for next month.
Noted, keep 5400Add reminder
Ask a question or give instructions…
∞ Agent
🔒 merit.aktiva.ee / purchases
Iter8 OÜ · EE102470897
Batch posted successfully
March 2026 · 37 invoices · 0 errors
€18,420
total posted
Vendor
Amount
Invoice #
Telia Eesti AS
€89.00
OA-2031
Anthropic PBC
$120.00
OA-2032
AWS EMEA SARL
€312.50
OA-2033
Wolt Eesti OÜ
€245.00
OA-2034
Bolt Business
€67.40
OA-2035
Google Ireland
€480.00
OA-2036
Elisa Eesti AS
€55.00
OA-2037
+ 30 more invoices posted
KMD RETURN IMPACT
€4,812.40 deductible input VAT
Ready to submit
THE PROBLEM

Finance teams waste their expertise on data entry

An accountant managing 30 clients spends up to 27 hours a month on invoice processing alone. A well-designed agent handles that.

01
Manual data extraction

Every invoice means reading a PDF, parsing vendor details, line items, amounts, VAT and then typing it all into Merit Aktiva. At 100+ invoices a month, that's 3–8 hours of pure data entry per client.

3–8 hrs/week per accountant
02
VAT treatment is complex and risky

8 distinct VAT treatment paths depending on vendor country, client VAT status, goods vs. services, and delivery location. Getting it wrong means an incorrect KMD return and potential penalties from the Estonian Tax Board.

Compliance risk
03
No memory between invoices

The same vendor sends the same invoice every month. Every time, the accountant must look up the GL account, check the article code, verify the VAT treatment. There's no learning, no shortcut.

Repeated work, every month
04
Context switching between clients

Accounting agencies switch between 5–15 client companies in a day. Each switch means loading a different Merit company, recalling that client's conventions, and re-orienting to their chart of accounts and VAT status.

2–5 min overhead per switch
HOW IT WORKS

20+ automated stages, one review step

The agent handles extraction, vendor matching, VAT determination, and GL mapping. You get a structured review table to approve, correct, or flag, then post.

01
Upload and extract

Upload invoices and let the agent automatically extract invoice data

02
Validate and classify

Detect document types (invoice, credit note, proforma), validate fields and match vendors

03
Determine VAT treatment

Classify goods vs. services, apply domestic/EU/non-EU rules, map to KMD sections and Merit tax codes

04
Map GL accounts

Match each line to the right account using vendor history, classification heuristics, and AI fallback

05
Flag edge cases

Catch duplicate or missing invoices, detect fixed assets, fringe benefits and other edge cases

06
Review & post

Agent presents a batch summary; correct anything conversationally, then post to Merit Aktiva in one confirmation

Tasks
\
Process purchase invoices — March 2026 · Iter8 OÜ
Stop
Plan
Agent
Merit
Plan
Process purchase invoicesLatest version: 2 Apr 2026, 09:51
Extraction & validation
39 files read
Vendor resolution
47 matched
VAT determination
34 auto-classified
GL account mapping
History + rules
Duplicate check
2 skipped
Review & corrections
2 confirmed
Post to Merit Aktiva
Starting…
Post to Merit Aktiva
AGENT · Last completed: 9 Apr 2026, 14:37
✓ Plan approved
37 invoices confirmed. Starting batch post to Merit Aktiva — Iter8 OÜ. I'll stream progress as each invoice is posted.
merit_post_invoiceTelia Eesti AS · €89.00✓ OA-2031
merit_post_invoiceAnthropic PBC · $120.00✓ OA-2032
merit_post_invoiceAWS EMEA SARL · €312.50✓ OA-2033
Posting remaining 34 invoices…
✓ Batch complete
All 37 invoices posted. Total €18,420.00. Merit invoice numbers written to comment fields. 0 errors.
⚑ One note
Wolt classified as business meal (acc. 5400). If staff event, should be acc. 5510 + fringe benefit tax — worth confirming for next month.
Noted, keep 5400Add reminder
Ask a question or give instructions…
∞ Agent
🔒 merit.aktiva.ee / purchases
Iter8 OÜ · EE102470897
Batch posted successfully
March 2026 · All reasoning saved to Comment fields
€18,420
total posted
Vendor
Amount
VAT
Invoice #
+ 27 more invoices posted
KMD RETURN IMPACT
€4,812.40 deductible input VAT
Ready to submit
FEATURES AND CAPABILTIES

Built for the full invoice lifecycle

Not a receipt scanner. Not an approval workflow. The full pipeline, from raw PDF to posted entry.

Batch processing

Upload 20–200 invoices at once. The pipeline runs in parallel — extraction, classification, and validation happen simultaneously.

Built-in Estonian VAT engine

Rule-based VAT treatment for all 8 Estonian VAT paths, including domestic, EU reverse charge (§41¹ KMS), intra-community (§8 KMS), import VAT.

Vendor learning

The agent builds on posting history — the same vendor with the same expense type always maps to the same GL account, unless you change it. It gets faster with every use.

Edge case detection

Fringe benefits, related-party transactions, multi-period expenses, fixed assets, credit notes, advance invoices — all flagged before they become problems.

Full audit trail

Every decision is written into the Merit invoice Comment field, including the legal justification and decision making process. Your auditors see exactly what the agent saw.

Multi-company support

Accounting agencies can switch between client companies in one click. Each company's chart of accounts, VAT status, vendor history, and posting conventions load automatically.

WHO'S IT FOR

Designed for accountants at the data-heavy end

The agent runs through extraction, validation, vendor matching, VAT determination, and GL mapping before surfacing a confidence-scored plan for your approval.

Accounting agencies

Managing 10–30 client companies in Merit Aktiva. Processing hundreds of invoices monthly across different charts of accounts and VAT configurations.

In-house accountants

Managing 10–30 client companies in Merit Aktiva. Processing hundreds of invoices monthly across different charts of accounts and VAT configurations.

Controllers and CFOs

Who need audit-ready records, KMD compliance, and the confidence to delegate invoice processing without sacrificing accuracy or oversight.

"When a client asks why this invoice was posted to that account, the accountant needs to explain the reasoning clearly — which means the processing logic must be transparent."
-- Karin Saldo