Automation Demo · Pillar Optimization Partners
McNational Inc.
National Maintenance & Repair of Kentucky
Every invoice that hits AP — extracted, matched, and routed. Automatically.
Confidential · Prepared exclusively for McNational Inc. / Excell Marine Corporation · Not for distribution
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1 The Problem

Every invoice your team
touches is costing you
more than you think.

AP is one of the highest-touch, lowest-value workflows in the building. Your people are better than data entry — and the errors compound invisibly.

Slow Invoice Cycle Times

Invoices sit in inboxes waiting to be opened, coded, and routed. Every day of delay is a day closer to a late payment penalty or a strained vendor relationship.

Manual Matching Errors

Comparing invoice amounts to PO receipts by hand means mismatches get missed. Overbilling goes undetected. Duplicate payments happen more than anyone admits.

📋

No PO-to-Job Visibility

Your AP team knows which vendor to pay — but not always which job or cost center to assign it to. That gap means manual lookups, delays, and mis-coded GL entries.

🔄

Disconnected from Epicor

Invoice data lives in email. Receipt data lives in Epicor. Nothing talks to each other automatically — so your team bridges the gap manually, every single time.


2 The Solution

One system that reads,
matches, and routes
every invoice.

The moment an invoice hits your AP inbox, automation takes over — extraction, PO matching, job assignment, exception flagging, and routing. All before a human touches it.

🧠

Intelligent Extraction

Azure reads any invoice PDF — vendor, amount, PO number, line items, payment terms — and structures it automatically. No templates, no manual entry.

Instant PO Matching

Every invoice is matched against your live Epicor RNI in seconds. Amount variance, vendor mismatch, and period cutoff — caught before anyone approves anything.

📄

Automatic Job Assignment

The job number lives in your Epicor PO data. The system reads it and stamps it on every matched invoice — no manual GL lookup required.

🔗

Routed & Logged

Clean invoices post automatically. Exceptions route to the right person with full context. Every run is logged to a permanent audit trail.


3 Features

Built for how
your business actually works.

Every feature is purpose-built for your operation — no generic SaaS tooling retrofitted to fit.

📧

Email-Triggered Intake

Every invoice emailed to AP is automatically captured the moment it arrives — no manual checking, no missed attachments.

🔍

Azure Document Intelligence

AI reads every vendor invoice regardless of format: amounts, PO numbers, due dates, and full line items. No templates required.

📊

Live Epicor RNI Matching

Invoice PO is matched against your live Received-Not-Invoiced register. Variance flagged to the penny. Job and GL pulled automatically.

⚖️

14-Rule Business Logic Engine

Due date urgency, intercompany routing, prior balance detection, stale receipt flags, GL coding — all automated, all auditable.

✉️

Structured Email Output

Every invoice becomes a formatted, actionable email with Approve/Reject buttons, RNI match detail, and exception summary.

📋

Full Audit Log

Every run logged with vendor, PO, match status, GL, route, and timestamp. Queryable invoice history — the AP Brain.


4 Live Demo

Select a scenario.
Watch it process in real time.

Each scenario mirrors a real customer request. The pipeline runs all steps and returns a complete result — no humans required.

Request Scenario
Customer Request
Pipeline Output
📧
Invoice Received
Outlook inbox monitored — new invoice email with PDF attachment detected
Waiting
📄
PDF Validated
Attachment extracted and confirmed as a vendor invoice document
Waiting
🔍
Azure OCR
Document Intelligence reads vendor, PO, amounts, due date, and every line item
Waiting
📊
RNI Match
Invoice PO matched against live Epicor Received-Not-Invoiced register
Waiting
⚖️
Rule Engine
14 business rules applied: variance check, due date urgency, intercompany flag, GL coding
Waiting
✉️
Routed & Notified
Structured HTML email dispatched — CFO, AP Clerk, or marked Auto Post Ready
Waiting
📋
Logged
Full audit row written: vendor, PO, match status, GL, route, timestamp
Waiting

5 Portal Preview

What your team sees
in the portal — instantly.

Real output, structured data, ready to act on — no manual entry required on your end.

portal.pillar.ai › quote-results

Quote Request — Processed

Invoice #26-G-9303 from Mid America Fuels, Inc. — $35,121.00. PO 70022806. Due on Receipt. Intercompany fuel supply for NMR-KY operations. Emailed to AP inbox as PDF.

✓ Quote Ready
SKUDescriptionQtyUnit PriceExtended
FUEL-26G-9303Intercompany Fuel Supply — NMR-KY1$35,121.00$35,121.00

6 Impact

From hours to seconds.
From exposure to advantage.

Measured outcomes from similar operations using the Pillar Portal.

15–25
Hours Saved Per Week
Manual keying eliminated across invoice entry, PO lookup, GL coding, and exception routing.
$7,500
Implementation Investment
One-time build — intake, extraction, RNI matching, rule engine, email output, audit log. 30-day delivery.
$9,100+
First-Year ROI
Net positive at 20 hrs/week saved. Breakeven at 15 hrs. This excludes Phase 2 PO-to-job coding and Epicor direct write.
30 Days
Kickoff to Live
Production in roughly 30 days from kickoff. Pillar works continuously until the scoped deliverables are live.

7 About Pillar

Built for operators,
not engineers.

Pillar Optimization Partners works with distributors, dealers, and service businesses to deploy intelligent automation that cuts quoting time, reduces errors, and unlocks growth — without replacing the people who make it work.

We don't sell software. We build operational systems, tailored to your specific workflows, and we stay involved to make sure they deliver results. Our clients see measurable ROI within 90 days or we keep working until they do.

Every engagement starts with a discovery conversation — no decks, no pressure. Just an honest look at where automation can create the most leverage for your team.

Your Point of Contact
Ross Armstrong
Managing Member, Pillar Optimization Partners
✉ ross.armstrong@pop4success.com

8 Next Steps

Three questions
worth 30 minutes.

These are the conversations that typically unlock the most value for teams like yours.

  1. 01How much time does your AP team spend today determining which job or cost center each invoice belongs to — and how often does that require going back to find the original PO?
  2. 02When an invoice exception sits unresolved for a week, what's the downstream cost — delayed job costing, accrual errors, vendor relationship risk?
  3. 03If every clean PO invoice posted automatically and exceptions surfaced with a recommended action, what would your AP team do with that time?
Ready to explore
what this looks like for McNational Inc.?
ross.armstrong@pop4success.com