Batch invoice and AP uploads
Upload purchase invoices or tabular AP, payment, and ERP exports for reverse-audit processing.
Enterprise add-on
One-Click Reverse Audit is an enterprise add-on workflow for AI-assisted review of purchase invoices and tabular AP/ERP data to identify recovery opportunities, exposure, and defensible next steps.
What it does
Reverse audit work starts with purchase-side evidence. One-Click Reverse Audit lets finance operators, AP teams, and tax professionals upload purchase invoices or batch tabular payment, AP, and ERP exports so Prophit.ai can run an AI-assisted reverse audit over historical purchasing activity.
The module analyzes invoices and structured purchase data to identify overpayments, underpayments, and consumer’s use exposure, then connects findings to reviewable evidence. Teams prioritize recovery opportunities and risk items with state-aware context rather than working from disconnected spreadsheets.
Review surfaces support claim preparation, documentation, and workpaper-style outputs tied to source transactions. The workflow is designed to be fast and accurate with AI assistance, while keeping human review as the control layer for material adjustments and recovery decisions.
Reverse audit batches are scoped separately from day-to-day Purchasing Tax Compliance so recovery projects do not mix with operational AP review unless you intentionally connect them.
Why it matters
Vendor tax errors and missed exemptions accumulate quietly in AP. A structured reverse audit helps small businesses, finance operators, and recovery teams quantify overpayments and exposure with evidence attached.
Tax and audit teams need defensible analysis, not guaranteed recoveries. Prophit.ai focuses on prioritized findings, explainable review, and documentation that supports refund claims and risk mitigation workflows.
Where it fits in the platform
Pairs with Purchasing Tax Compliance for purchase-side tax context, Documents and invoice linking for evidence, Upload Center for batch intake, Returns Centers for filing-oriented follow-through, and AI and document extraction for accelerated invoice review.
Core capabilities
AI-assisted overpayment analysis
Identify vendor overcharges and recovery opportunities with reviewable line-level context.
Exposure and underpayment review
Surface consumer’s use and underpayment risk alongside recovery opportunities.
Evidence-linked findings
Connect results to invoices and supporting documents for audit-ready review.
Prioritized opportunities
Group and rank recovery and exposure items by state and materiality for action.
Claims and documentation support
Support recovery claim workflows with structured outputs and reviewable explanations.
Data this area uses
- Purchase invoices, AP exports, payment files, ERP purchase history, vendor master references, and uploaded document evidence.
What it produces
- Recovery opportunity summaries, exposure findings, exportable overpayment analyses, claim support artifacts, and reviewable workpapers where configured.
How it connects
- Purchasing Tax Compliance · Documents & invoice linking · Upload Center · Returns Centers · Voluntary Disclosure Automation (for exposure follow-through)
Frequently asked questions
- What is a reverse audit?
- A reverse audit reviews historical purchase and AP activity to find tax overpayments, underpayments, and exposure. Prophit.ai automates much of the analysis while keeping findings reviewable.
- Can Prophit.ai analyze invoices and ERP exports?
- Yes. The module accepts purchase invoices and tabular AP, payment, and ERP exports through batch upload workflows scoped to your active location.
- How does Prophit.ai identify overpayments?
- AI-assisted analysis compares vendor-charged tax and purchase context to expected treatment, then surfaces overpayment opportunities with line-level evidence for reviewer approval.
- Does the reverse audit module also identify exposure?
- Yes. The workflow highlights underpayment and consumer’s use exposure alongside recovery opportunities so teams can mitigate risk while pursuing refunds.
- How does AI assist a reverse audit?
- AI accelerates classification, matching, and prioritization across large AP datasets. Reviewers approve material findings before they affect claims or accruals.