BY NUMBER7 AIAIdaptIQ feature film · 70 seconds
The vendor is the same. The client is different.
Watch how AIdaptIQ applies client-specific recurring-vendor coding, using two client books and the same $500 freight charge in this animated example.
Client-specific recurring-vendor coding
Same vendor. Two client accounting policies.
AIdaptIQ applies each client’s recurring-vendor context to future bills. Reviewers inspect changed business purpose; one client’s treatment does not become another client’s default.
Westbridge Logistics$500 freight charge
- Client 014Harbor Retail
- Delivery expense
- Client 042Pinehill Manufacturing
- Cost of goods sold
Harbor Retail expenses this freight. Pinehill Manufacturing includes it in cost of goods sold. Each bill follows its client’s policy.
The next recurring bill uses its client’s context. A changed purpose still calls for a reviewer’s decision.
Follow the animated workflow, inspect the original PDF and check the decision in the Lab.
Full walkthrough transcript 70 seconds · on-screen explanation
The vendor has not changed. The client has. That should change how the bill is coded.
For Harbor Retail, this $500 freight charge belongs to delivery expense.
For Pinehill Manufacturing, the same vendor’s freight charge belongs to cost of goods sold. Each invoice follows its client’s accounting policy.
Now the next bill arrives. AIdaptIQ remembers how each client codes recurring vendors and applies that client’s context to the new bill.
Your reviewer can inspect the treatment and resolve a changed business purpose. One client’s coding does not become another client’s default.
For an accounting firm, that is less repeated coding across client books. Book a thirty-minute workflow review with Number7 AI.
Next step
See this workflow on your documents.
Bring the invoice question your team currently has to resolve. Use a 30-minute review to agree the source evidence, reviewer boundary and accounting outcome.