Listra does the work. Your team approves.
Copilot is how every Listra customer starts. The platform investigates the exception, gathers the evidence, drafts the communication, and recommends the resolution against your policy. Your team reviews and approves before any action is taken.
Exception detected
12 units billed, 8 received per GRN-2026-091. Vendor overbilled by 4 units, $592 at risk.
Recommended resolution
Request a corrected invoice from TechSource for the 8 units received.
A second pair of hands on every exception.
Copilot is the operating mode in which Listra runs the full investigation and waits for your team to approve. The platform reads the documents, runs the matching, applies your policy, consults the contract, drafts the vendor or customer communication, and produces a resolution package. Your AP specialist, controller, or AR manager reviews the package and clicks approve, edit, or decline.
The work that used to take thirty to sixty minutes per exception, opening systems, cross-referencing the PO, drafting the message, documenting the resolution, takes seconds. Your team's role shifts from doing the investigation to reviewing the result.
The right starting point for most finance teams.
Copilot is where every Listra customer starts. It fits four situations in particular.
You're new to AI execution
Your team wants to see how the platform investigates before handing over the wheel.
Your policy is complex or unwritten
Edge cases need a human read while Listra learns the pattern.
You have audit or compliance constraints
Approval gates are required for certain document types or amount ranges.
You're rolling out across multiple entities
Each entity comes online in Copilot, and graduates to Autopilot independently.
Five steps. You see all of them.
In Copilot, every exception follows the same path through the platform. Listra does the first four steps. Your team does the fifth.
Listra does the heavy lifting. Your team owns the decision.
In Copilot, the work split is consistent across every exception type. Listra runs the operational and investigative work. Your team holds the decision authority and the system-of-record interaction.
Built so your team can move fast without losing context.
The Copilot interface is designed for the reviewer's day. A workbench view of everything waiting for approval, prioritized by due date and amount. Inside each case, the analysis is summarized at the top, the evidence is one click away, and the recommended action sits where the eye lands. Most reviews take seconds.
Move to Autopilot at your pace, by exception type.
Copilot is not a permanent state for most workflows. As the audit trail proves the recommended resolutions are consistent on a given exception type, customers move that type to Autopilot. The decision is yours, exception type by exception type, not all-or-nothing.
Low-risk, high-volume
- Duplicate invoice detection
- Routine quantity and price matching within tolerance
- Standard invoice delivery and dunning
- Routine cash application
Proven patterns
- Vendor invoice exception resolution
- Routine deduction validation
- Goods receipt reconciliation
- Promotional allowance matching
Human judgment
- Disputes requiring human judgment
- Ambiguous deductions
- Strategic-vendor or strategic-customer communication
- Exceptions above a configured amount threshold
See Copilot on your real work.
A 30-minute working session. We bring your actual exceptions and run them through the platform. You see the analysis, the evidence pack, and the approval flow live.
Book a demo