Invoice Matching with IXP¶
Build an end-to-end 2-way matching process using IXP, Robots, an AI Agent, and human review.
Overview¶
UiPath Maestro enables agentic orchestration — coordinating long-running enterprise processes between humans, robots, and AI agents across different systems of record and engagement. This exercise adds IXP (Intelligent eXtraction & Processing) to the mix, using it to extract structured invoice data from PDF documents.
| Step | Focus |
|---|---|
| Create BPMN Process | Design the end-to-end workflow for the process |
| Configure a Robot | RPA job to retrieve the invoice PDF document |
| Configure an Agent | Extract invoice data using IXP, look up the Purchase Order, and run 2-way matching |
| Configure Human Validation | Action App in Action Center for human review of invoice exceptions |
| Configure API Integration | Send rejection emails and store approved invoices for payment processing |
Training Environment
Log in at cloud.uipath.com/tpenlabs and remember using tenant AgenticPractice for this exercise.