From invoice to approval-ready, automatically
Invoices land in an inbox in every layout imaginable. Today someone opens each one, reads the vendor, number, dates, totals, and line items, keys them into your accounting system, and chases the right person for sign-off. It's slow, and typos cause real money problems.
We automate the pipeline: capture invoices from email or upload, extract the header and line-item detail, match them to the matching purchase order and receipt, and route each invoice into your approval workflow, flagging exceptions for a human.
- Capture from email, upload, or scanned batches
- Extract vendor, invoice number, dates, totals, and line items
- Two- and three-way matching against POs and receipts
- Exception flags for mismatches, duplicates, and missing POs
- Routing into your approval chain by amount or department
- Hand-off of clean data to your accounting or ERP system
Controls that protect the money
AP automation has to be careful, because the output moves money. We build in duplicate detection, validation of totals against line items, and approval thresholds, so nothing gets paid on autopilot that shouldn't.
Every invoice keeps an audit trail of what was extracted, what it matched, and who approved it. Anything the system isn't confident about goes to a person, not straight to payment.
- Duplicate-invoice detection to prevent double payment
- Math validation: line items reconcile to totals and tax
- Approval thresholds and segregation of duties respected
- Full audit trail for each invoice
- Human review for exceptions before anything is booked
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Frequently asked questions
Does it integrate with my accounting system or ERP?
Many common systems can be connected, and where a direct integration isn't available, we can export clean, structured data for import. We'll confirm what's possible with your specific software in a consultation.
Can it handle invoices without a purchase order?
Yes. Non-PO invoices route through a coding and approval flow instead of matching. We set up the rules for who approves what based on your policies.
Will it ever pay an invoice on its own?
Only if you choose to allow auto-approval within limits you set. By default the system prepares invoices and routes them for human approval, with exceptions always flagged. It won't quietly push a payment through.