Hyland Agentic GL Coding 

Finance teams spend too much time manually researching and assigning general ledger (GL) codes for non-PO invoices — a process that can take 10–20 minutes per invoice and slows down approvals, introduces errors and delays financial close.

Hyland Agentic GL Coding eliminates this friction by delivering fast, accurate, explainable GL code recommendations directly within your existing accounts payable (AP) workflows. Trained on your organization’s historical invoice and coding patterns, the solution provides immediate value on day one, without the long “post-go-live learning period” common with other AI tools.

Designed as an add-on for Hyland AP customers, this capability helps teams reduce manual workloads, increase straight-through processing and strengthen financial governance — modernizing AP operations without reimplementation or heavy IT lift. 

Accelerate invoice processing

Hyland’s AI recommends top GL codes — complete with rationale and confidence scoring — reducing coding time from minutes to seconds and dramatically speeding approvals.

Improve accuracy and reduce exceptions

Explainable, historically trained predictions minimize miscoding errors, lower exception volumes and reduce costly rework during invoice verification and close.

Strengthen financial controls

Human-in-the-loop approvals, review thresholds and audit trails ensure governance and compliance without slowing workflow efficiency.

Deploy quickly and integrate seamlessly

As a value-add part of Hyland’s AP and intelligent document processing (IDP) ecosystem, Agentic GL Coding automatically updates your AP workflow with approved GL codes while keeping all existing financial controls and audit trails in place— without major customizations.  

Achieve ROI on day one

Because the solution learns from historical invoices before go-live, customers avoid the typical six-month accuracy ramp found in competing AI-only tools.

• Learn historical invoice and coding patterns: Vendor, spend category, cost center, location and approver behavior — all are used to generate accurate predictions.

• Recommend top GL codes: Three options are surfaced with confidence scores and rationale to support finance controls.

• Human-in-the-loop verification: AP staff simply confirm or adjust the recommendation; recurring invoices can achieve near-straight-through processing. 

• Write back into ERP: Validated codes sync into Workday, SAP, JD Edwards, PeopleSoft, Infor and other leading ERP platforms.  

• High-volume AP teams: Organizations processing 50,000 to 500,000-plus annual invoices with a significant non-PO mix.

• Recurring non-PO spend: Utilities, rent, insurance, facilities and service invoices that follow predictable coding patterns.

• Complex, multi-entity financial environments: Shared services and multi-entity organizations that require consistent, predictable coding across business units.

• AP modernization initiatives: Teams replacing legacy capture/rules systems and seeking scalable, AI-driven automation.

• Immediate accuracy through upfront learning: Unlike other AI tools that require months of post-go-live training, Hyland delivers high-accuracy recommendations from day one via historical data analysis.

• Native to Hyland’s AP ecosystem: Built directly into Hyland OnBase AP workflows — no standalone UI, reimplementation or fragile custom rulesets.

• Broad ERP compatibility: Works across Workday, SAP, JD Edwards, PeopleSoft, Infor, Oracle, Deltek and more.

• Explainable predictions and confidence scoring: Transparent recommendations that support auditability and finance governance. 

• Part of Hyland’s broader AP AI roadmap: Designed to complement Hyland’s AP automation solution and expand toward vendor matching, anomaly detection and end-to-end autonomous AP.

• AP processors: Move from manual coding and lookup work to quick verification, significantly reducing time spent per invoice.

• Invoice approvers: Receive cleaner, precoded invoices with fewer errors and less back and forth. 

• Exception handlers: See fewer miscoding errors, smaller queues and better prioritization through confidence scoring. 

• Finance leaders (CFO, controller): Gain predictable throughput, reduce operational costs, strengthen audit posture and accelerate financial close cycles. 

• IT administrators: Reduce customizations, lower support overhead and improve platform standardization. 

Hyland delivers a modern, scalable AP foundation combining enterprise content management, intelligent capture, workflow and AI automation — all built to reduce friction across the invoice life cycle. With Agentic GL Coding, organizations gain a fast win that improves accuracy, eliminates manual work and sets the stage for broader AP transformation.

Turn minutes of manual GL coding into seconds of confident, AI-driven automation.