BY NUMBER7 AIDiscover
Map the workflow and systems.
IMPLEMENTATION
Go live on a defined operating boundary.
AIdaptIQ enters production through workflow discovery, configuration, integration, a frozen validation population, parallel operation and explicit acceptance.
Access
Connect documents, context and integrations.
Configure
Set rules, mappings and authority.
Validate
Run a frozen representative population.
Parallel run
Compare current and AIdaptIQ outcomes.
Accept
Sign off the production boundary.
Operate
Monitor exceptions, handoffs and control health.
START WITH A CLOSED WORKFLOW
Choose the smallest operating boundary that can reach a verified outcome.
The implementation differs by operating model; every path still freezes the denominator, validates complete outcomes and assigns production ownership.
Client isolation, accounting context, reviewer exceptions, clarification and the agreed QuickBooks result.
Review the CAS scope →Begin with non-PO or multi-site AP; include the near-term stateful match only when the process is PO-backed.
Review the enterprise scope →Freeze intake, exception, QA, handoff and the human-work measures that determine delivery economics.
Review the BPO scope →Every implementation passes four production gates
Input: workflow, documents, systems and owners. Exit: agreed denominator and success criteria.
Input: access, documents and integration contract. Exit: representative evidence enters and returns safely.
Input: frozen population. Exit: accuracy, exceptions, human work and failures are measured.
Input: signed-off controls and owners. Exit: monitoring, escalation and rollback responsibilities are active.
DIRECT ANSWER
How is AIdaptIQ implemented?
Start with one coherent workflow, define its evidence and system boundaries, validate against a frozen population and accept production only after the required outcomes and failure paths are demonstrated.
INPUTS REQUIRED
Bring the operating truth.
Sample documents, current SOP, vendor and accounting context, approval policy, system access and security requirements.
Documents & SOP
Representative evidence and the current operating path.
Accounting context
Vendors, accounts, dimensions, taxes and precedents.
Authority
Approval rules, roles and escalation paths.
Systems
Inbox, QuickBooks, Tally, ERP or API boundaries.
CONFIGURE THE BOUNDARY
Separate product configuration from document inference.
Workflow states, controls, accounting mappings, exception ownership and integration behavior must be explicit.
Workflow
States, required evidence and terminal outcomes.
Controls
Accounting, purchase, duplicate and authority rules.
Ownership
Exception owners, SLAs and escalation paths.
Integration
Identifiers, acceptance, failure and reconciliation.
VALIDATION & PARALLEL RUN
Compare complete outcomes before production acceptance.
Use the same frozen denominator, record every manual rescue and compare accepted accounting results.
Validation population
Representative routine and difficult transactions.
Acceptance criteria
Required evidence, controls, approval and system outcome.
Parallel comparison
Current process and AIdaptIQ evaluated on the same work.
OWNERSHIP AFTER LAUNCH
Every production boundary has an owner.
Name responsibility for rules, exceptions, integration failures, product support and acceptance.
Finance operations
Rules, approvals and exception decisions.
Number7 AI
Product operation and agreed support.
System owner
Accounting and integration acceptance.
Joint review
Control health, recurrence and scope changes.
Scope the first production workflow.
Choose the smallest boundary that can demonstrate a complete accounting outcome.