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Case study · Construction · Stratify Ledger

How DCL Design Build Group put an AI compliance check on every incoming invoice.

Invoices addressed to the wrong person, missing addresses, and the same bill sent twice. Stratify Ledger now screens every one before accounts payable sees it.

CLIENTDCL Design Build Group Inc.
INDUSTRYConstruction · Design-build
LOCATIONOntario, Canada
PRODUCTStratify Ledger, inside Microsoft 365
10+

invoices screened in the first three weeks

24+

hours of manual review saved in those three weeks

duplicate invoices blocked before they reach accounts payable

01 · The challenge

Invoices that looked fine until someone checked.

A design-build firm receives invoices from many subcontractors and suppliers. Some arrived addressed to an individual instead of the company, were missing payee or payor addresses, or were resubmissions of invoices already in the system.

Every one of those issues had to be caught by a person reading each invoice by hand, and anything missed became rework or, worse, a double payment.

02 · The solution

An AI agent that screens every invoice the moment it arrives.

We built Stratify Ledger into DCL’s own Microsoft 365 environment. Invoices sent to the accounts inbox are picked up automatically, read, and checked against DCL’s rules.

  • Hard checks first: an invoice addressed to a person instead of the company is rejected outright
  • A scored review of everything else, with clear thresholds for accepted and review required
  • Duplicate detection that catches resubmissions even from a different email or file name
  • Automatic requests to vendors to fix and resubmit rejected invoices
  • Approved invoices routed to the right approver, with accounting copied
  • A tamper-resistant audit trail of every decision
03 · The results

Accounts payable only sees what needs a person.

In its first three weeks, Ledger screened more than ten invoices and saved more than 24 hours of manual review, at two to three hours per invoice when checked by hand. Duplicates are stopped automatically, and vendors now fix their own mistakes before resubmitting.

Ledger never approves a payment. It makes sure the people who do only spend time on invoices that are ready, or that genuinely need a decision.

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