Every invoice matched, approved by amount, and in your books.

SavviAIX reads your vendor invoices, matches each one to its purchase order, and routes it for approval by amount. Approved invoices arrive in your accounting system as bills waiting to be paid.

Book a 30-minute call Start free trial
An example vendor invoice matched to its purchase order line by line, coded to its fund, approved by amount, and created in Financial Edge NXT

SavviAIX does the keying. Your team keeps the books.

SavviAIX

Invoice arrives

Email, Google Drive, OneDrive or upload

Matched to the PO

Line by line, by number and vendor

Processor review

A person checks every invoice

Approval

By the group set for that dollar amount

Your accounting system

Bill created

Linked to its purchase order

Your team pays

The same as today

Approval thresholds you set
A processor reviews every invoice first. Set your dollar thresholds and the approval group for each, and every invoice goes to the group its amount calls for.
Checked before it reaches your books
Each invoice is matched to its purchase order by number and vendor, and billing past what the PO has left is flagged. Likely duplicates are caught before anything posts.
Your team still pays the bills
SavviAIX creates the bill in your accounting system, linked to its purchase order. Payment stays with your staff.
Coded from the purchase order line
Account, fund and project come from the approved purchase order line, exactly as entered. Restricted dollars stay in the fund they belong to.
Unposted, with the PDF attached
Invoices arrive in your accounting system unposted with the source PDF attached, and SavviAIX creates no vendors, accounts or journal entries.
Closed periods and keyed invoices
A closed fiscal period is caught before the invoice goes to your accounting system, and invoices keyed straight into it count against the PO.
An invoice's lines beside the purchase order lines they bill, each coded to an account in the Unrestricted Fund.
Purchase order 2026-0210 from Ridgeline Industrial Supply: $9,225 total, $2,325 already billed, $6,900 remaining, $420 left after this invoice.
The AP Invoice workflow: invoices of $10,000 or more go to the Administrator approval group.

Closing files, checked against your own checklist.

Scan a microloan closing file as one stack. SavviAIX splits it into its documents, labels each one, and checks the file against the checklist your team writes: notes signed, a guaranty for every guarantor, a credit report for every person on the loan, terms that agree from one document to the next.

Every check points to the page it read. Nothing is approved until the required items pass. Approved files go to your storage, one folder per loan.

Talk to us about loan file review

Example checklist

Microloan closing file

  • Promissory note signed

    Promissory note, p. 4

    Checking Pass

  • Loan number on the note matches the loan

    Promissory note, p. 1

    Checking Pass

  • A guaranty for every guarantor

    Guaranty, p. 1 ยท 2 of 2

    Checking Pass

  • A credit report for every person on the loan

    1 of 2 found

    Checking Not found

  • Collateral documents

    No collateral on this loan

    Checking Not applicable

Approval held until the required items pass.

Closing file scanned

One stack, documents in any order

Split and labelled

Note, guaranty, insurance, credit report

Checked against your checklist

Each check cites the page it read

Reviewer approves

Only once the required items pass

Filed

One folder per loan, in your storage

Your loans and your ledger, in one place you control.

Most CDFIs run a servicing system, an accounting system, a document store and the spreadsheets that stitch them together. Reports wait on an export, month-end means retyping, and board packages are put together by hand.

Savvior builds the layer between them. Your servicing system is mirrored on a schedule into a database you control, with your general ledger beside it. Staff run their own reports, journal entries come out of loan activity already balanced, and investors see their own positions in a portal. Your systems of record stay as they are.

Talk to us about your systems

What you run today

Loan servicing

The system you service loans in

Accounting

Your general ledger

Documents and lists

Your shared drives

Spreadsheets

Exports and workarounds

A warehouse you control

Mirrored on a schedule and checked against the source, with month-end snapshots

What your staff get

Reports

Run by staff, saved and scheduled

Journal entries

From loan activity, balanced and checked

Investor portal

Each party sees only its own

Statements and letters

From the same figures

We start with the warehouse, add the ledger, then take on one manual process at a time, checking every figure against the one your staff worked out by hand. Journal entries post straight to your accounting system.

SOC 2 Type II
Independently audited.
No training on your data
A contract term with every AI provider we use.
On the Blackbaud Marketplace
Approve the app and connect.
Unlimited users
Every approver and signer, at no extra cost.
Published pricing
From $49 a month. See every plan

See it on your own invoices.

Bring a few invoices, your approval thresholds and the name of your accounting system. We’ll show you how they land in it.

Prefer to try it yourself? Start a free trial

Calendar not loading? Open it in a new tab