Invoice automation
Your invoices,
without the retyping.
From an email attachment to a reviewed finance record. Extract the details, catch exceptions and keep the final decision with your team.
- Your existing tools
- Human approval built in
- No upfront payment
- Input
Invoice received
The original document is collected.
- Preparation
Details extracted
Supplier, reference and totals prepared.
- Your team
Invoice reviewed
Exceptions go to your finance team.
- Connected tools
Record transferred
Approved data reaches your tools.
Illustrative workflow. Sensitive actions stay subject to your approval.
Less manual handling
The document should move. Not your team between tabs.
Opening attachments, copying fields and chasing approvals all take time. We connect these steps around your current process.
- Copying supplier names, dates and amounts
- Looking for duplicates and missing details
- Finding the right person to approve
- Moving records into accounting tools
A simple example
One invoice. A clear path to approval.
Instead of copying details between windows, your team reviews what matters. This is an illustrative workflow, not a live customer system.
Original document
Sample supplier
Sample company
Collect the document
An invoice arrives in the inbox. The original document stays attached to the task.
- Reference
- DEMO-001
- Supplier
- Sample supplier
- Total
- €240.00
- Review by
- Finance team
Original document
Sample supplier
Sample company
Check the details
The key details are prepared for review. An unusual amount or a new supplier can pause the workflow.
- Reference
- DEMO-001
- Supplier
- Sample supplier
- Total
- €240.00
- Review by
- Finance team
Original document
Sample supplier
Sample company
Approve the next step
After human approval, the record is ready for your finance tools. No payment is made.
- Reference
- DEMO-001
- Supplier
- Sample supplier
- Total
- €240.00
- Review by
- Finance team
The workflow
Five steps. Clear control points.
- 01
Receive
Collect invoices from email, a folder or an approved supplier export.
- 02
Extract
Prepare supplier, reference, line items and totals alongside the original document.
- 03
Check
Flag duplicate records, missing information and low-confidence fields.
- 04
Approve
Route new suppliers or unusual amounts to the right person for review.
- 05
Transfer
Send approved records to your finance tool or a bookkeeping queue.
Exceptions get attention.
Agree rules for suppliers, amounts and missing information. Documents that need a second look stop with a clear reason.
Connected to your finance process.
Possible integrations include Gmail, Outlook, Google Drive, SharePoint, QuickBooks, Xero, Lexoffice and Google Sheets. Availability depends on your account and API access.
Before we start
Before automating your invoices
Can it read different invoice formats?
The workflow can be designed for PDF invoices, scans and email attachments. We test it against your actual documents and send uncertain fields for review.
Does the automation make payments?
Not in this example. The workflow prepares and transfers invoice records. Any payment-related action would require a separately agreed scope and explicit controls.
Can my team approve invoices first?
Yes. We can route invoices by amount, supplier or other agreed rules, with human approval before records move to the next step.
Find your starting point
What would you like to take off your plate?
Tell us about one repetitive task and the tools you use. Get two initial automation ideas by email, with an outline of possible next steps.
- Two ideas matched to your task
- A suggested first workflow
- No obligation to proceed
Prefer a conversation?
Book a discovery call