Modules

Get invoices from inbox to ledger without the manual work.

Capture invoice information, check it against your rules and financial records, route it for approval, and post approved invoices to your accounting system.

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source document

extracted fields

Suppliersupplier name

Invoice numberinv-04821

Invoice datereport date

Accountoperating expenses

Tax treatmentstandard rate

Entityentity a

Departmentoperations

Invoices arrive in inboxes. Someone has to open them, capture the details, check them, code them, and send them for approval. And all of that is manual, error-prone work that your team repeats hundreds of times each week.

From arrival to approved, in one workflow

Inbox

The invoice has arrived and is waiting to be reviewed.

Pending

The invoice is under review and being coded.

Requires clarification

A question needs answering before coding can continue.

Approved

The invoice has been checked and signed off.

Booked

The invoice has been written to the connected ledger.

Terminal states

Not applicable

Closed without booking, recorded as a terminal state.

Voided

Cancelled after entry, recorded as a terminal state.

The source document, next to what was extracted

Every extracted invoice is reviewed against the document it came from. The source file sits alongside the extracted header and line fields, so a reviewer can check a number against the original rather than trusting it on faith.

document

fields

Coding, approval and booking stay separate

Coding, approval and booking are distinct actions, and access to each can be set independently. Every status change is recorded on the invoice, with who made it, when, and what changed. Duplicate invoices are caught automatically by matching invoice number and supplier.

Audit trail for one invoice, showing each status and field change with the actor and timestamp.
Actor	Timestamp	Field	Old value	New value
a. reviewer	report date, 09:14	status	inbox	pending
a. reviewer	report date, 09:16	account	not set	operating expenses
b. controller	report date, 11:02	status	pending	approved
system	report date, 11:02	status	approved	booked

Approval is the only path to the ledger

Once an invoice is approved, it is booked to the connected accounting ledger. The platform has no other pathway for writing a status. An invoice cannot be marked booked without going through approval first.

approvedbooked

Related modules

AP/AR reconciliation

Booked invoices are matched against supplier statements.

Supplier communications

Invoices arriving by email are captured from the same mailbox.

See invoice processing on your own data

Get started and we'll walk through invoice capture, checking, and approval on your actual invoices.

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