Accounts payable review desk for supplier portal invoices

I want an accounts payable review desk for the supplier invoices and statements our browser agents pull out of vendor portals. This is the human counterpart to our scheduled overnight fetch, so the job here is reviewing, correcting, de-duplicating and deciding rather than retrieval. The finance person should have one screen where they can actually look at each document before anything hits the books.

The main view is an inbox of every file the agents have downloaded. Read recent agent sessions with the Browser Use Cloud List Browser Downloads operation, and read the persistent file store with List Workspace Files. Request both with includeUrls set to true so each file comes back with a presigned download URL. Those URLs are short lived, so fetch them at render time when a document is listed or opened, and never cache them in the app database. If no workspace is configured yet, create one with Create Workspace and store its id in app settings.

Selecting a document opens a review pane with a PDF preview on one side and the extracted details on the other: supplier, invoice number, invoice date and amount. Every extracted field is editable so the finance person can correct a bad read before filing.

Before filing, check Xero. Use List Invoices scoped to supplier bills to flag any document that is already in the books, matching on supplier plus invoice number and amount, and show that flag directly on the inbox row. Use List Contacts to match each document to the right supplier contact, and use Get Contact and Get Invoice to pull full detail when someone opens a match. If no contact matches confidently, let the person pick one from a searchable list.

An Approve button files the document with Create Invoices as a draft bill, meaning an accounts payable invoice in draft status, so a human still authorises the payment inside Xero. The app must never mark anything as paid or approved for payment.

Each supplier group has a Fetch now button for the case where someone is chasing a bill that never arrived. It dispatches Run Agent Task against that supplier's portal, then polls Get Session until the session leaves the running state, shows progress in the UI while it works, and refreshes the inbox with whatever new files landed.

Keep filed, skipped and duplicate documents visible rather than hiding them. Store per document status, who actioned it, when, the matched supplier contact and the extracted field values. Duplicates are dismissible in a single click, which marks them dismissed with the actor and timestamp attached. Give the inbox filters or tabs for Unfiled, Filed, Skipped and Duplicates.

Group the inbox by supplier and surface the oldest unfiled documents first, so the bills that have been sitting longest are what the finance person sees when they open the app.