Invoice automation
Invoice automation AI agents for cleaner finance operations
We build AI document workflows that extract invoice, receipt, contract, and form data, route exceptions for approval, and send clean records into your finance systems.
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
- 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.
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.