Extract document data
Read PDF invoices, email attachments, receipts, order forms, contracts, and scanned documents from inboxes or cloud folders.
Check and approve
Low-confidence fields, missing tax IDs, unusual totals, duplicate invoices, or new vendors can stop for human approval before posting.
Post to finance tools
Approved records can flow to QuickBooks, Xero, Lexoffice, Google Sheets, Airtable, Slack, Microsoft Teams, or your internal API.
Example invoice automation workflow
This is useful for small businesses that receive many invoices, work with contractors, manage recurring supplier documents, or lose time copying finance data between inboxes, folders, spreadsheets, and accounting tools.
- An invoice arrives by Gmail, Outlook, supplier portal export, Google Drive, Dropbox, or SharePoint.
- The AI agent extracts supplier name, invoice number, dates, line items, tax, totals, payment details, and project references.
- The workflow checks duplicates, missing fields, confidence scores, and approval rules.
- Clean invoices are posted or prepared for posting. Exceptions are routed to the right person with a short explanation.
Built around your current systems
We connect the workflow to the tools your team already uses, with clear access boundaries, error handling, logs, and human approval where a wrong action would be costly.
Map your first workflow
Tell us which tools you use and where manual work slows the process down. We will identify a focused first workflow, the required integrations, and the right control points.