Automate your entire accounts payable workflow, from the moment an invoice lands in your inbox to a draft bill waiting in your accounting system. Every invoice is read, checked and coded the same way, every time, and anything unusual is held for a person rather than guessed at. Nothing is posted or paid without someone on your team approving it.
- Invoice capture, Picks up invoices from your finance mailbox, including PDFs, scans and attachments carrying several invoices at once.
- Data extraction, Reads the supplier, invoice number, dates, line items, VAT and totals, and checks that the figures add up.
- Coding, Applies your nominal codes and tax rates using your own rules and each supplier's history.
- Duplicate and VAT checks, Flags invoices already received or posted, and VAT details that are missing or do not add up.
- Approvals, Sends each invoice to the right approver by supplier, value or department, and reminds them when it waits.
- Posting, Creates the draft bill in your accounting system with the invoice attached, ready for your team to pay.
- Filing and supplier queries, Files every invoice where your team can find it, and drafts replies to routine supplier questions.