Invoicing Workflows
Database & Payment Configuration
Set up recurring schedules, configure automated reminder rules, and link secure payment gateways.
Autonomous Collections
Building a system that automatically generates invoices, tracks incoming payments, and reconcile transactions.
Approval routing
Automatically send invoices to the correct manager based on vendor, department, or dollar amount​
Template & Data Integration
Connect your accounting software, map customer details, and design branded invoice templates.
Invoice Intake
Monitor email/Google Drive/Dropbox. Extract invoice data and have it entered into your accounting system.
Duplicate Invoice Detetction
Automatically flag duplicate invoice numbers, vendors, amounts, or dates.
​
Steps To Get It Now
Book A Call
Tell us what repetitive work is costing you and your team.
Free Automation Audit
Get 1–3 workflows automated for free to experience the time and cost savings before you commit.
Autonomous Collections
If you like the solution, we build, test, and deploy the automation for you.
Examples
-
Invoice intake: Monitor email/Google Drive/Dropbox → extract invoice data → enter into accounting system.
-
Duplicate invoice detection: Automatically flag duplicate invoice numbers, vendors, amounts, or dates.
-
PO matching: Match invoices against purchase orders and receiving records → flag discrepancies.
-
Approval routing: Automatically send invoices to the correct manager based on vendor, department, or dollar amount.
-
Approval chasing: Remind approvers automatically and escalate overdue approvals.
-
Payment scheduling: Identify upcoming due dates → notify finance → create payment-ready batches.
-
Late-payment alerts: Monitor unpaid invoices → alert staff before late fees or missed discounts.
-
Vendor onboarding: Collect W-9/W-8/banking information → validate completeness → create vendor records.
-
Vendor statement reconciliation: Compare vendor statements against invoices/payments → identify missing or disputed items.
-
Customer invoice creation: Pull completed jobs/orders from existing systems → automatically generate invoices.
-
Invoice sending: Send invoices automatically when a job/order reaches a specific status.
-
Payment reconciliation: Match incoming bank payments to outstanding invoices automatically.
-
Overdue collections: Automatically send increasingly firm payment reminders based on invoice age.
-
Exception handling: Instead of humans checking every invoice, only send unusual invoices to a person.
-
Month-end AP preparation: Automatically compile unpaid invoices, pending approvals, and upcoming payments into a summary.
-
Accounting entry creation: Extract invoice information → create the appropriate journal/AP entry → attach the original invoice.
-
Tax coding: Automatically suggest GST/HST/tax treatment and account codes based on vendor/history.
-
Spend alerts: Flag invoices that exceed normal vendor pricing or departmental spending patterns.