Autopilot mode

Listra executes. Your team sets the rules.

Autopilot is the mode in which Listra runs the full exception cycle and executes the resolution against your policy without per-case approval. The audit trail still captures every action, every evidence source, and every rule applied.

Policy-bound execution Full audit trail Per-exception-type control
Invoice Case · INV-2284 · TechSource
Resolved automatically
Vendor invoice resolved
Today, 09:14 AM

Short-paid $1,184 to TechSource for the 8 units received. Corrected invoice requested for the 4-unit overbill.

Execution timeline · 47s
Document ingested 0:00
PO matched 0:11
Exception detected 0:24
Vendor message sent 0:39
Posted to ERP 0:47
What Autopilot is

Execution at machine speed, bound to your policy.

Autopilot is the operating mode in which Listra runs the full exception cycle from intake to posting and executes the resolution without per-case human approval. The platform investigates the exception, pulls the supporting evidence, drafts and sends the vendor or customer communication, applies the resolution against your policy, posts to the ERP, and captures the audit trail. Your team is in the loop for setting and updating the policy, for the exception types that route to review, and for monthly oversight. Your team is not in the loop on every individual transaction.

What stays the same: everything Listra does in Copilot, it does in Autopilot. The investigation, the evidence gathering, the policy application, the communication drafting, the audit trail. The only thing that changes is whether a human clicks approve.

How Autopilot is bounded

Listra acts only inside the boundaries you set.

Autopilot is not autonomy without limits. It is autonomy inside the policy, the thresholds, and the exception types your team configures. The boundaries are visible, editable, and versioned. If a case falls outside the boundary, it routes to a human.

Boundary layer 1

Policy

The rules that govern AP, AR, and close. Approval thresholds. Tolerance bands. Vendor or customer treatment. Communication tone. Escalation rules. Set once, edited as needed.

Boundary layer 2

Autopilot scope

Within your policy, you choose which exception types Listra is authorized to resolve in Autopilot. Quantity variance under five percent? Yes. Disputes over thirty thousand dollars? No. Scope is set by amount range, vendor, customer, entity, or GL category.

Boundary layer 3

Escalation

If a case is in scope but Listra's confidence is below your threshold, or the case is novel relative to your policy, it escalates to a human regardless. Autopilot never executes on a case it cannot back up with evidence.

How Autopilot runs

Same five steps. One difference.

Autopilot follows the same five-step pipeline as Copilot. The difference is the last step. Instead of waiting for human approval, Listra executes against your policy and logs the action.

Ingest
Document captured and parsed, the same as Copilot.
Investigate
PO, GR, contract, vendor history, and prior cases pulled, the same as Copilot.
Apply policy
Policy rules and tolerances applied, the same as Copilot.
Draft resolution
Recommended action and communication prepared, the same as Copilot.
Policy-bound
Execute and log
Listra sends the message, posts the entry, applies the credit, and writes the action to the audit log.
What changes for your team

Your team works on the policy, not on every case.

In Autopilot, the team's day shifts from reviewing individual cases to overseeing outcomes and tuning the policy. The work changes from operational to supervisory.

Volume scales without headcount

Listra executes at machine speed; team size is no longer the constraint on throughput.

Cycle time drops to seconds

The resolution cycle that took thirty to sixty minutes per exception completes in under a minute.

The team works on policy and outliers

Most cases run themselves; your specialists focus on the cases that need judgment.

Safeguards

Built so you can sleep at night.

Autopilot is meaningful autonomy, which means it needs meaningful controls. Five safeguards are built into the platform.

1

Reversibility on every action

Every action Autopilot takes can be reversed from the audit trail with a single command. A wrong payment release can be clawed back. A wrong message can be retracted. A wrong GL coding can be re-coded. The trail records both the original action and the reversal.

2

Bounded writeback

Listra never posts unapproved journal entries to your general ledger. GL postings always run against the policy you configured, bound to the same controls your auditor would expect on any automated entry.

3

Confidence thresholds

If the platform's confidence on a case is below the threshold you set, the case escalates to a human regardless of whether it falls inside the Autopilot scope. The threshold is configurable per exception type.

4

Monthly oversight reports

Every month, the platform produces a report of every Autopilot action: case counts, resolution types, exception types touched, financial impact, and the audit trail summary. Your controller and auditors get the same view.

5

Instant revert

Any exception type running in Autopilot can be reverted to Copilot with one click, taking effect on the next case. No waiting period, no engineering ticket, no risk of being stuck in a mode you do not want.

Who Autopilot is for

Customers ready to scale beyond their team's hours.

Autopilot fits four situations in particular.

Your volume is outgrowing your team

You are about to hire to keep up with operational AP or AR, and the work is mostly routine.

You have stable, documented policy

Your AP or AR rules are written down and your team enforces them consistently.

You want close to finish on time

Month-end backlog is a recurring problem because investigation work compounds across the period.

You've run Copilot long enough to trust the audit trail

Your specialists have seen the recommended resolutions and they hold up.

See it in action

See Autopilot on your real work.

A 30-minute working session. We walk through your policy, the exception types you would want in Autopilot, and the safeguards that bind execution to your rules.

Book a demo
Book a demo