Invoice Processing Automation Inbox to approved in the ERP, exceptions to a person

Invoice processing automation takes the supplier invoice from wherever it arrives — an email attachment, a portal, a scan — extracts every field with a confidence score, validates the totals and checks for duplicates and changed bank details, three-way matches it against the purchase order and the receipt in the ERP, routes exceptions and approvals to the right person on their phone, and posts the approved invoice to NetSuite, Xero, QuickBooks or Sage with the coding and the trail. Clean matches within policy approve themselves; everything else has a named approver. Accounts payable handles exceptions instead of keying, and supplier status questions are answered from the ERP.

• Invoices get paid late when the one person who keys them in is away.
• The same invoice was paid twice and nobody noticed until the supplier said so.
• Approvals wait for someone to open the ERP; the cycle is three weeks.
• A changed bank detail on an invoice went through, and it was fraud.
• AP spends the afternoon answering “has our invoice been paid?”.

If two of these are yours, this is the process to look at first. Free audit — or read on.

Invoice processing automation takes the supplier invoice from wherever it arrives — email attachment, portal, scan — extracts every field, validates it against the PO and the receipt, routes it to the right approver with the exceptions highlighted, and posts it to the ERP coded and ready to pay. Accounts payable handles exceptions instead of keying.