Human-in-the-Loop (HITL) Services
WareConnect combines automated invoice processing with human verification to help finance and accounts payable (AP) teams resolve exceptions, reduce manual effort and maintain control over invoice workflows. It adds human oversight to invoice automation when document information needs attention.
Let routine transactions progress automatically. When information needs attention, choose whether your team, DataDevice’s verification specialists or both manage the review.
More reliable processing. Clearer exception handling. Your business stays in control.
Accounts payable automation helps finance teams capture, validate and route supplier invoices with less repetitive work. Automated invoice processing is most effective when documents contain the information needed for matching, allocation and approval. But supplier invoices are not always complete or consistent: purchase order numbers may be missing, job details may be unclear, or extracted values may not match the source document.
Without controlled invoice exception handling, AP teams can spend time investigating issues, correcting data and restarting transactions. Human-in-the-Loop (HITL) invoice verification provides a practical way to resolve exceptions without requiring every invoice to be reviewed manually.
The objective: let correctly validated invoices progress through the configured invoice approval workflow while directing genuine exceptions to the appropriate reviewer. Human verification supports, but does not replace, business approval.
Supplier invoices, credit notes, statements or other configured document types enter the workflow.
Configured document capture services identify relevant information.
WareConnect applies required-field checks, business rules and available matching references.
Documents satisfying configured checks proceed to the next authorised stage without unnecessary manual verification.
Documents needing attention are reviewed by an authorised customer user or DataDevice specialist, corrected where possible, then revalidated. Unresolved issues are escalated.
The document moves to the applicable approval, further review or authorised downstream handoff.
In a configured invoice automation workflow, capture and validation checks run first. Documents that meet the requirements can move forward; invoices with missing fields, purchase order matching discrepancies or uncertain values are directed to authorised verification. Corrected information is then revalidated before the next permitted step.
Human verification does not bypass validation, approval or payment controls.
Depending on the configured workflow and agreed service scope, human verification can include:
Verifying document information is not the same as approving a commercial transaction. Decisions about expenditure, disputed amounts, credits, variations and payments remain with the customer’s authorised personnel.
Your own finance, AP or operations team reviews and resolves document exceptions through the configured WareConnect workflow. This suits organisations that want direct ownership of verification and already have internal resources.
DataDevice’s trained verification specialists review and correct agreed operational exceptions using approved access, customer-specific instructions and defined escalation procedures. This gives customers additional verification capacity without requiring their own team to manage every routine exception. Scope and service commitments are agreed separately.
Your team and DataDevice share verification responsibilities according to the agreed workflow. DataDevice may handle selected operational checks while customer personnel manage specialist exceptions, commercial decisions and approvals.
| Responsibility | Customer-managed | DataDevice-managed | Hybrid |
|---|---|---|---|
| Routine processing | WareConnect | WareConnect | WareConnect |
| Operational verification | Customer | DataDevice (agreed scope) | Shared |
| Unresolved exceptions | Customer | Escalate to customer | Agreed ownership |
| Commercial approval | Customer | Customer | Customer |
| Payment authorisation | Customer | Customer | Customer |
Not every organisation wants to recruit, train and supervise an internal verification team. DataDevice-Managed HITL provides an optional service for WareConnect customers who need support resolving document-processing exceptions.
DataDevice verification specialists work with automated capture and validation workflows to resolve agreed information issues that require human attention.
Automated checks cannot reliably identify the appropriate job. An authorised reviewer verifies the available information, corrects the reference where supported or escalates it. The document is revalidated before its configured downstream handoff.
WareConnect identifies an inconsistency between invoice details and available purchase order or job information. An operational data error can be reviewed and corrected; a genuine overage or commercial dispute goes to the authorised customer decision-maker. Approval requirements remain in force.
Configured duplicate checks flag a document that may have been processed before. A reviewer investigates the relevant records. Confirmed duplicates are not progressed as ordinary new invoices; appropriately cleared documents can continue.
A capture result contains uncertain values. The reviewer checks the source document and corrects information that can be verified. Missing facts are escalated rather than guessed.
When statement matching is available and configured, unmatched entries can be investigated and referred for customer reconciliation or supplier follow-up.
These examples illustrate possible workflows. Checks and review actions depend on the customer’s modules, integration and configuration.
WareConnect supports document-processing workflows connected to different accounting, construction and ERP systems. HITL helps resolve uncertain information, but specific rules and handoff requirements vary by integration.
WareConnect for Databuild: supplier, purchase order and job information, with supervisor approval and commercial control retained.
WareConnect for Jobpac: invoice classification, allocation verification and exception resolution to support Jobpac-ready information.
WareConnect for Xero: invoice and account information checks before the configured Xero bill workflow.
WareConnect for MYOB: invoice verification and configured approval or posting workflows for applicable MYOB products.
WareConnect for Microsoft Dynamics 365: verification suited to the relevant Dynamics product and configured integration.
A controlled verification process can provide visibility into document status, validation outcomes and relevant review actions. Corrected information is rechecked against applicable rules before progressing.
Where supported, verified customer-specific mapping or allocation decisions may help resolve similar future cases. This does not mean every correction automatically retrains an AI model. Reuse depends on the configured capabilities and integration.
The goal is fewer avoidable exceptions over time, without compromising customer control.
For DataDevice-Managed HITL, access arrangements, information handling, service scope, quality procedures and escalation requirements are defined during engagement planning. Detailed staffing arrangements are addressed in proposals, not on this webpage.
No. Documents satisfying applicable checks can progress automatically. HITL is used where information, rules or customer policies require review.
Yes. Customer-Managed HITL allows authorised internal users to review and resolve relevant exceptions.
Agreed operational tasks may include data verification, document classification review, reference checks, correction and escalation. Exact scope is defined in the service arrangement.
Yes. Hybrid HITL shares agreed verification responsibilities while keeping customer approval authority intact.
Operational verification is different from commercial approval. Customer-authorised personnel retain expenditure and payment decisions.
The issue is referred for further investigation or escalated to the appropriate customer personnel rather than resolved using guessed information.
Some configured capabilities can reuse verified customer-specific decisions. This is integration-dependent and is not universal AI model retraining.
No. Available checks and review actions depend on the product, modules and configuration.
No. Customer-managed and hybrid options are also available, subject to the configured workflow.
Service scope, operating arrangements, escalation and applicable commitments are defined during engagement planning.
Human verification handles selected exceptions such as uncertain extracted values, missing references and matching discrepancies. This allows routine invoices to follow automated processing while AP teams retain oversight of unresolved issues and commercial approvals.
When configured validation or matching checks cannot resolve an invoice, WareConnect directs the issue to the appropriate exception workflow. An authorised reviewer verifies available information, corrects supported fields or escalates unresolved issues. The invoice is revalidated before progressing.
Every organisation has different documents, business rules and verification requirements. Whether you want to strengthen internal verification or explore DataDevice-Managed HITL, we can help assess where automation can progress reliably and where human oversight adds value.
Book a 30-minute Automation Readiness Call to discuss your current process, common exceptions and preferred verification model.
