Custom AI agent · Finance
AI Invoice Data Extraction Agent for Solar Installers
Tie solar project supplier invoices to clear equipment and job references.
Organize solar equipment invoices with job coding, quantity review, and human approval. Starts at $300/month.
- Capture panel, inverter, mounting, and electrical supply invoice details
- Route quantity, purchase order, and job code exceptions for review
- Keep project costing, accounting, and payment approvals with staff
Starting at $300 USD/month
Starting at $300 per month. Final pricing depends on invoice volume, branch count, integrations, and review requirements.
What is an AI invoice data extraction agent for solar installers?
A tailored AI invoice data extraction agent for solar installers and photovoltaic contractors. It organizes eligible business supplier invoices for modules, inverters, mounting rails, racking, wiring, conduit, electrical components, safety supplies, and approved equipment rentals. Configure vendor, invoice number, dates, product descriptions, quantities, units, freight, taxes, totals, purchase order, branch, and internal project reference fields. Finance and project staff verify extracted records and retain responsibility for design, job costing, accounting, and payment decisions.
Solar equipment invoice review
Solar supplier invoice intake
Project and branch code mapping
Equipment and quantity capture
Purchase and cost exception routing
Where it can help
Panels and inverter equipment
Racking and mounting materials
Electrical and wiring supplies
Equipment rentals and subcontractors
How it works
A step-by-step workflow your team can review before launch.
Define vendors and job references
Extract configured invoice details
Review exceptions
Hand off verified records
Built around your business
What we configure
- Branch, crew, and project reference structure
- Approved equipment vendors and product aliases
- Required fields, units, freight, and purchase order rules
- Duplicate checks and quantity or amount thresholds
- Accounting handoff and authorized reviewer roles
What we need from you
- A finance owner and authorized project reviewers
- Representative, redacted supplier invoices
- Approved vendor, purchase order, and project code references
- Written invoice review and approval rules
- Accounting access and document retention requirements
Clear boundaries before launch
What it will not do
This service is limited to eligible business supplier invoices and accounts payable preparation. It does not process homeowner information, customer contracts, energy usage data, financing applications, incentive or tax documents, electrical plans, permit files, or inspection records. It does not design systems, calculate production or savings, determine interconnection or code compliance, provide tax or accounting advice, approve purchases, or authorize payments. Your team verifies invoice records and retains responsibility for project and payment decisions.
How success is measured
Set a baseline and track required-field completeness, equipment quantity capture accuracy, project code assignments, duplicate and cost exception rates, reviewer time per invoice, and successful accounting handoffs. Results depend on source document quality, approved mappings, review rules, and integration scope.
Frequently asked questions
What does the $300 per month starting price include?
It is a starting price for a tailored solution. A proposal defines setup, invoice volume, branches, integrations, deliverables, hosting, and support.
Can invoices be assigned to a solar installation project?
Yes, when your company provides approved project references. Ambiguous matches are routed to a reviewer.
Can it capture panel and inverter quantities?
It can extract configured equipment details and quantities shown on source supplier invoices for staff review.
Can it process customer financing or tax incentive documents?
No. The scope is business supplier invoices and excludes customer financing, homeowner data, and incentive or tax files.
Does it design solar systems or calculate expected savings?
No. It prepares supplier invoice data and does not provide system design, production, savings, or compliance decisions.
Can it integrate with our accounting or project software?
That depends on your systems, APIs, permissions, and agreed scope. A structured export can be used where direct integration is unsuitable.
What do we need to begin configuration?
Provide redacted supplier invoices, vendor and project codes, required fields, reviewer rules, and your preferred accounting handoff.
