Validation & Exception Review

Validation & exception review in Pulsify ensures invoices are checked for accuracy, consistency, and accounting integrity before they are approved or synced to Xero or MYOB. Using AI-driven, judgment-based checks, Pulsify identifies discrepancies and low-confidence scenarios early, so errors are resolved before they reach the ledger.

What this does

Validation & Exception Review acts as a control layer between invoice processing and posting.

It allows teams to:

  • Automatically validate invoice totals, tax, and line items

  • Detect discrepancies and anomalies before approval

  • Route only exceptions for human review

  • Prevent incorrect data from being posted to accounting systems

This reduces rework, corrections, and downstream reconciliation issues.

How it works

Pulsify applies a series of validation and confidence checks as part of invoice processing.

In practice:

  • Extracted and coded invoice data is validated against expected structures

  • Totals, GST, and line items are reconciled

  • Pricing, quantities, and coding are compared against upstream documents and historical patterns

  • Invoices with exceptions are flagged for review; clean invoices proceed

This ensures only validated invoices move forward in the workflow.

Judgment-based exception handling

Not all discrepancies are equal. Pulsify applies judgment-based exception handling to determine what requires attention.

The system evaluates:

  • Whether differences fall within acceptable historical ranges

  • Whether changes align with prior supplier behaviour

  • Whether anomalies are likely errors or legitimate variations

  • Whether similar invoices have previously been approved without issue

This avoids over-flagging routine invoices while ensuring true exceptions are surfaced.

Common exceptions detected

Validation & Exception Review is designed to catch real-world invoice issues, including:

  • GST calculation and rounding discrepancies

  • Invoice totals that do not reconcile with line items

  • Unit price or quantity mismatches

  • Duplicate or near-duplicate invoices

  • Purchase order variances

  • Unexpected changes in supplier billing patterns

  • Missing or incomplete invoice information

Exceptions are identified before approval, not after posting.

Who it’s for

This feature is built for teams that need confidence and control, including:

  • Bookkeepers managing multiple clients

  • Accounting firms handling high invoice volume

  • Finance teams with approval requirements

  • Businesses with audit or compliance obligations

  • Multi-entity organisations requiring consistent validation

It is especially valuable where accuracy and trust matter more than speed alone.

Integrations

Validation & Exception Review integrates directly with:

  • Xero

  • MYOB

Validated invoices are prepared for sync only after exceptions are addressed.

FAQs

What happens when an exception is detected?
The invoice is flagged for review, with the specific issue highlighted so it can be resolved quickly.

Are all discrepancies flagged?
No. Pulsify uses confidence and context to avoid flagging normal or expected variations.

Can validation rules be customised?
Validation adapts based on historical behaviour and confirmed decisions, reducing the need for manual rule setup.

Does this support Australian GST requirements?
Yes. Validation & Exception Review is designed specifically for Australian invoices and GST scenarios.