EVALUATION METHODOLOGY

Compare systems on the same operating boundary.

Freeze the document population, transaction definition, required outcome and manual-rescue policy before measuring automation.

FROZEN EVALUATION DENOMINATOR
50 representative documentsDefined transactionsRequired outcomesManual rescues counted

Define success before seeing the result.

DIRECT ANSWER

How should AP automation be evaluated?

Use a representative frozen population, define a successful transaction outcome, count every manual rescue and separate extraction correctness from controlled accounting completion.

FREEZE THE POPULATION

Use representative work, not the cleanest demo documents.

Include routine documents, material exceptions, multi-page files, partial receipts, missing evidence and integration failures.

  1. 01

    Select

    Choose documents from the real operating distribution.

  2. 02

    Classify

    Record document, transaction and exception types.

  3. 03

    Freeze

    Do not replace failed documents after the test begins.

DEFINE SUCCESS

A successful document is not necessarily a completed transaction.

The required evidence, accounting data, controls, approval state and accepted accounting outcome must all be defined.

01

Evidence

Required documents and source claims are present.

02

Accounting

Values, tax, coding and purchase context are acceptable.

03

Authority

Configured approval conditions are satisfied.

04

Outcome

The accounting system accepts and returns the result.

COUNT THE HUMAN REMAINDER

Manual rescue cannot disappear from the denominator.

Measure reviewer minutes, exception touches, rework, clarification, manual entry and failed-handoff correction.

MEASUREMENT
01

Extraction correctness

Did the system read the source?

02

Transaction correctness

Was the financial state valid?

03

Straight-through rate

Which eligible transactions completed without rescue?

04

Human minutes

How much work remained per transaction?

05

Accepted outcomes

Which results reached the system of record?

THE EVALUATION PACKAGE

Make the result inspectable.

Deliver the frozen population, result table, exception taxonomy, manual-rescue log, evidence samples and operating recommendation.

FROZEN EVALUATION DENOMINATOR
50 representative documentsDefined transactionsRequired outcomesManual rescues counted

Define success before seeing the result.

Apply the method to your documents.

Use the same denominator for AIdaptIQ and every alternative.

Request the diagnostic