Invoice Processing & Follow-Up

Your accounting inbox or shared folder receives an invoice. The automation detects the new document instantly — whether it’s a PDF attachment, a forwarded email, or a photo from your phone. No manual sorting needed.

AI reads the invoice and pulls out the vendor name, invoice number, line items, amounts, due date, and payment terms. It handles messy formats, handwritten notes, and multi-page documents — no templates or manual data entry required.

The extracted data is cross-referenced against your existing POs, contracts, or client records in your accounting system. Matches are auto-confirmed; exceptions are flagged for human review with a clear explanation of what didn’t match.

Based on rules you set (amount thresholds, department, vendor type), the invoice is sent to the right person for approval. They get a Slack message or email with a one-click approve button — no logging into dashboards.

Once approved, the invoice is queued for payment in your accounting tool. Automated reminders go out for upcoming due dates, and overdue invoices trigger escalation sequences. Your cash flow stays healthy without manual tracking.