Invoices arrive by email, PDF and paper. Someone opens each one, matches it against the supplier record, the purchase order and a budget line, then chases whatever does not reconcile. The checking is the work, and it sits with people whose time is worth more than the task.
Everything that reconciles is approved and routed without a human opening it. Finance sees only the invoices that fail a check — which is where the judgement is actually needed.
Intake automated. Validation built. Routing implemented. Control increased — not reduced.
Submission form built for staff. PDF, DOCX, and email accepted. Payment status captured at point of entry — not chased afterwards.
Supplier data, net/gross/tax values, and budget codes extracted automatically into Google Sheets. No manual data entry.
Invoices routed to the correct budget owner automatically. Approved or rejected in a single action. Accounting notified instantly.
Every invoice tracked from submission to payment. Status visible in real time. Compliant, reportable, and auditable from day one.
From intake to approval — in hours, not days
Automated invoice processing for a financial advice firm.
We will show you exactly where automation will deliver immediate impact — and where it won’t.
